Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAFCX (Federated Balanced Allocation C) | NA | -7.15% | 9.98% | -1.84% | NA | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 01/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFCX (Federated Balanced Allocation C) | 01/12/2006 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.15 | 9.98 | -1.84 | NA | NA | NA | … | … | -9.17 | 13.01 | 23.13 | -31.82 | 5.64 | 9.08 |
| Sharpe Ratio | NA | -0.42 | 0.58 | -0.15 | NA | NA | NA | … | … | -0.55 | 0.92 | 1.25 | -1.22 | 0.25 | 0.81 |
| Standard Deviation(%) | NA | 17.21 | 16.97 | 18.38 | NA | NA | NA | … | … | 17.53 | 14.09 | 18.43 | 26.79 | 10.43 | 7.52 |
| Draw Down(%) | NA | 20.43 | 20.43 | 45.46 | NA | NA | NA | … | … | 20.43 | 11.56 | 18.82 | 41.52 | 6.91 | 7.55 |
| Yield(%) | 0.00 | 0.77 | 1.49 | 4.74 | 2.58 | 1.72 | 1.29 | … | … | 0.00 | 0.84 | 1.33 | 1.31 | 13.71 | 9.57 |
Data as of 12/09/2011, Common starting date is 01/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFCX (Federated Balanced Allocation C) |
-12.03%
Feb 2006 – Feb 2009 |
-1.69%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFCX (Federated Balanced Allocation C) |
9.86%
Nov 2008 – Nov 2011 |
2.95%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart