Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPACX (Federated Capital Appreciation C) | NA | -3.58% | 1.21% | -2.22% | 4.00% | 3.09% | NA | … | … |
Data as of 04/19/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPACX (Federated Capital Appreciation C) | 06/21/1996 | 04/19/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.36 | -3.58 | 1.21 | -2.22 | 4.00 | 3.09 | NA | … | … | -3.26 | 9.05 | -6.03 | 11.67 | 13.13 | -29.49 | 9.96 | 15.08 | 1.10 | 6.37 | 22.89 | -19.39 | -6.89 | -4.61 | 42.23 | 19.18 | -78.40 | -0.54 |
| Sharpe Ratio | NA | -0.18 | 0.06 | -0.10 | 0.15 | NA | NA | … | … | -0.41 | 0.62 | -0.27 | 0.70 | 0.54 | -0.89 | 0.46 | 1.17 | -0.11 | 0.48 | 1.37 | -0.92 | -0.53 | -0.37 | 2.26 | 0.80 | -0.81 | -0.33 |
| Standard Deviation(%) | NA | 20.18 | 20.23 | 24.37 | 19.68 | NA | NA | … | … | 25.67 | 14.67 | 22.73 | 16.59 | 23.95 | 34.10 | 15.14 | 10.14 | 10.03 | 11.25 | 16.17 | 22.23 | 17.76 | 23.60 | 17.24 | 19.93 | 165.38 | 13.76 |
| Draw Down(%) | NA | 13.47 | 19.58 | 44.87 | 47.26 | NA | NA | … | … | 13.47 | 13.53 | 19.58 | 16.43 | 23.84 | 39.64 | 9.49 | 9.64 | 7.33 | 9.47 | 13.95 | 30.14 | 21.71 | 18.88 | 9.56 | 27.56 | 84.66 | 9.86 |
| Yield(%) | 0.00 | 0.80 | 0.29 | 0.22 | 5.68 | 4.71 | 0.92 | … | … | 0.00 | 0.86 | 0.00 | 0.00 | 0.00 | 0.34 | 23.51 | 17.56 | 2.30 | 0.23 | 0.00 | 0.00 | 0.11 | 5.99 | 6.29 | 4.52 | 2.48 | 0.95 |
Data as of 04/19/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPACX (Federated Capital Appreciation C) |
-34.05%
Jul 1997 – Jul 2000 |
-28.24%
Sep 1997 – Sep 2002 |
-10.26%
Jul 1997 – Jul 2007 |
-7.52%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPACX (Federated Capital Appreciation C) |
21.37%
Oct 1997 – Oct 2000 |
12.84%
Sep 2002 – Sep 2007 |
8.20%
Oct 1997 – Oct 2007 |
4.66%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison Chart