Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPAKX (Federated Capital Appreciation R) | NA | -2.65% | 1.96% | -1.63% | 4.49% | NA | NA | … | … |
Data as of 04/19/2013, Common starting date is 04/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPAKX (Federated Capital Appreciation R) | 04/10/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.12 | -2.65 | 1.96 | -1.63 | 4.49 | NA | NA | … | … | -2.75 | 9.76 | -5.50 | 12.32 | 13.59 | -29.24 | 10.27 | 15.47 | 1.46 | 6.72 | 26.05 |
| Sharpe Ratio | NA | -0.14 | 0.09 | -0.07 | 0.17 | NA | NA | … | … | -0.36 | 0.67 | -0.24 | 0.74 | 0.57 | -0.88 | 0.48 | 1.21 | -0.07 | 0.51 | 2.72 |
| Standard Deviation(%) | NA | 19.98 | 20.13 | 24.28 | 19.61 | NA | NA | … | … | 25.31 | 14.67 | 22.70 | 16.58 | 23.87 | 34.05 | 15.12 | 10.15 | 10.03 | 11.29 | 13.55 |
| Draw Down(%) | NA | 13.18 | 19.26 | 44.70 | 47.00 | NA | NA | … | … | 13.18 | 13.48 | 19.26 | 16.19 | 23.74 | 39.44 | 9.46 | 9.64 | 7.31 | 9.35 | 4.84 |
| Yield(%) | 0.00 | 1.24 | 0.74 | 0.55 | 5.91 | 4.02 | 3.02 | … | … | 0.00 | 1.34 | 0.42 | 0.45 | 0.21 | 0.72 | 23.05 | 17.48 | 2.43 | 0.25 | 0.70 |
Data as of 04/19/2013, Common starting date is 04/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAKX (Federated Capital Appreciation R) |
-10.22%
Feb 2006 – Feb 2009 |
-4.73%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAKX (Federated Capital Appreciation R) |
16.92%
Feb 2009 – Feb 2012 |
9.13%
May 2003 – May 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart