Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPRX (FEDERATED CAPITAL INCOME FUND CLASS R SHARES) | 4.19% | 14.16% | 11.34% | 4.76% | 6.02% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPRX (FEDERATED CAPITAL INCOME FUND CLASS R SHARES) | 07/01/2013 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 14.16 | 11.34 | 4.76 | 6.02 | NA | NA | … | … | 4.19 | 11.81 | 9.99 | 10.54 | -12.50 | 9.59 | 9.28 | 15.46 | -7.30 | 9.81 | 7.69 | -6.31 | 2.25 | 8.20 |
| Sharpe Ratio | NA | 1.92 | 1.17 | 0.27 | 0.51 | NA | NA | … | … | 0.98 | 1.14 | 1.09 | 1.04 | -1.25 | 1.41 | 0.51 | 2.81 | -1.12 | 2.64 | 1.26 | -0.83 | 0.42 | 3.85 |
| Standard Deviation(%) | NA | 6.07 | 6.94 | 7.91 | 8.72 | NA | NA | … | … | 7.18 | 7.89 | 5.86 | 6.70 | 11.15 | 6.78 | 17.76 | 4.97 | 7.80 | 3.48 | 5.91 | 7.60 | 5.34 | 4.39 |
| Draw Down(%) | NA | 4.44 | 8.52 | 17.79 | 23.34 | NA | NA | … | … | 4.44 | 8.52 | 3.08 | 6.38 | 17.67 | 3.56 | 23.34 | 2.86 | 12.23 | 1.76 | 5.64 | 9.87 | 7.57 | 2.36 |
| Yield(%) | 0.00 | 3.78 | 3.80 | 3.17 | 3.78 | 3.37 | 2.53 | … | … | 1.28 | 3.77 | 3.39 | 3.49 | 3.03 | 3.41 | 3.45 | 3.82 | 3.74 | 3.89 | 4.18 | 4.79 | 5.71 | 2.75 |
Data as of 06/09/2026, Common starting date is 07/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPRX (FEDERATED CAPITAL INCOME FUND CLASS R SHARES) |
-0.55%
Mar 2017 – Mar 2020 |
0.26%
Mar 2015 – Mar 2020 |
2.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPRX (FEDERATED CAPITAL INCOME FUND CLASS R SHARES) |
12.02%
May 2023 – May 2026 |
8.11%
Mar 2020 – Mar 2025 |
6.48%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart