Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGFIX (FEDERATED MORTGAGE FUND INSTITUTIONAL SHARES) | NA | 6.00% | 4.86% | -0.31% | 1.55% | 1.88% | 2.82% | … | … |
Data as of 11/14/2025, Common starting date is 06/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGFIX (FEDERATED MORTGAGE FUND INSTITUTIONAL SHARES) | 06/27/1997 | 11/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.00 | 4.86 | -0.31 | 1.55 | 1.88 | 2.82 | … | … | 5.91 | 1.77 | 5.30 | -13.62 | -1.43 | 8.06 | 5.33 | 0.92 | 2.48 | 2.42 | 1.50 | 5.12 | -1.88 | 3.48 | 4.91 | 4.93 | 7.13 | 3.29 | 6.07 | 5.25 | 2.24 | 4.15 | 2.29 | 7.13 | 8.72 | 11.51 | 2.15 | 7.58 | 7.11 |
| Sharpe Ratio | NA | 0.62 | 0.23 | -0.42 | 0.00 | NA | NA | … | … | 0.79 | -0.33 | 0.21 | -1.95 | -0.45 | 1.03 | 1.54 | -0.18 | 0.73 | 1.03 | 0.57 | 2.36 | -0.65 | 1.93 | 1.72 | 1.62 | 1.98 | 0.35 | 0.79 | 0.58 | -0.01 | 0.93 | 0.55 | 1.58 | 1.56 | 1.79 | -0.30 | 1.18 | 2.48 |
| Standard Deviation(%) | NA | 4.89 | 6.33 | 6.08 | 5.16 | NA | NA | … | … | 4.88 | 5.65 | 7.77 | 7.76 | 3.23 | 7.53 | 2.50 | 2.60 | 2.50 | 2.15 | 2.59 | 2.16 | 2.95 | 1.79 | 2.83 | 2.99 | 3.55 | 6.63 | 3.74 | 3.17 | 2.78 | 3.42 | 2.84 | 3.78 | 4.09 | 4.08 | 4.08 | 3.48 | 4.32 |
| Draw Down(%) | NA | 3.24 | 7.97 | 18.79 | 18.79 | NA | NA | … | … | 2.89 | 4.30 | 7.97 | 17.62 | 3.36 | 12.22 | 0.93 | 2.28 | 1.37 | 3.30 | 1.20 | 0.73 | 4.13 | 0.70 | 1.26 | 2.54 | 1.73 | 4.14 | 2.41 | 1.83 | 2.03 | 3.10 | 1.96 | 1.85 | 2.24 | 2.62 | 3.09 | 1.67 | 0.89 |
| Yield(%) | 0.00 | 4.27 | 3.94 | 2.85 | 2.83 | 2.88 | 3.49 | … | … | 3.59 | 3.92 | 3.56 | 2.69 | 2.04 | 2.73 | 2.93 | 2.66 | 2.67 | 2.74 | 2.84 | 2.86 | 2.76 | 3.33 | 4.10 | 4.26 | 5.13 | 5.19 | 5.46 | 5.17 | 4.77 | 4.47 | 4.38 | 5.33 | 7.24 | 7.23 | 6.43 | 6.73 | 6.87 |
Data as of 11/14/2025, Common starting date is 06/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFIX (FEDERATED MORTGAGE FUND INSTITUTIONAL SHARES) |
-4.99%
Oct 2020 – Oct 2023 |
-1.05%
Oct 2017 – Oct 2022 |
0.42%
Oct 2012 – Oct 2022 |
1.73%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFIX (FEDERATED MORTGAGE FUND INSTITUTIONAL SHARES) |
9.47%
Jan 2000 – Jan 2003 |
8.07%
Aug 1997 – Aug 2002 |
5.99%
Jan 2000 – Jan 2010 |
5.65%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison Chart