Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFEIX (FEDERATED EQUITY INCOME FUND INC CLASS F SHARES) | 6.58% | 18.64% | 13.99% | 2.74% | 6.71% | 7.43% | 6.06% | … | … |
Data as of 06/08/2026, Common starting date is 11/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFEIX (FEDERATED EQUITY INCOME FUND INC CLASS F SHARES) | 11/23/1993 | 06/08/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 18.64 | 13.99 | 2.74 | 6.71 | 7.43 | 6.06 | … | … | 6.58 | 14.31 | 12.65 | 8.81 | -13.59 | 4.52 | 6.12 | 21.01 | -12.39 | 15.82 | 9.23 | -5.60 | 7.64 | 31.32 | 10.88 | 7.18 | 11.25 | 15.40 | -29.88 | 1.85 | 22.68 | 3.02 | 12.93 | 23.94 | -19.53 | -11.30 | -11.18 | 17.22 | 15.49 | 24.87 | 17.60 | 30.96 | -4.00 | 1.34 |
| Sharpe Ratio | NA | 1.81 | 0.93 | 0.02 | 0.30 | NA | NA | … | … | 1.51 | 0.76 | 0.82 | 0.41 | -0.73 | 0.22 | 0.16 | 1.70 | -0.88 | 2.09 | 0.70 | -0.36 | 0.63 | 2.76 | 0.90 | 0.34 | 0.66 | 0.68 | -0.87 | -0.10 | 2.27 | 0.08 | 1.22 | 1.58 | -0.98 | -0.75 | -0.62 | 0.87 | 0.78 | 1.66 | 1.46 | 4.14 | -0.93 | 2.28 |
| Standard Deviation(%) | NA | 10.01 | 12.49 | 15.99 | 17.83 | NA | NA | … | … | 10.49 | 15.17 | 11.04 | 12.67 | 20.64 | 19.99 | 35.89 | 11.47 | 15.73 | 7.29 | 12.84 | 15.78 | 12.09 | 11.32 | 12.20 | 20.79 | 16.98 | 22.55 | 35.23 | 13.34 | 8.54 | 9.23 | 9.81 | 14.74 | 21.13 | 18.74 | 25.03 | 15.85 | 15.40 | 12.72 | 9.47 | 6.52 | 7.60 | 5.03 |
| Draw Down(%) | NA | 6.32 | 15.62 | 30.64 | 36.86 | NA | NA | … | … | 6.32 | 15.05 | 7.45 | 12.14 | 19.16 | 14.47 | 36.86 | 7.67 | 22.21 | 3.79 | 12.07 | 12.80 | 10.12 | 5.59 | 10.54 | 15.45 | 14.87 | 24.54 | 40.94 | 9.67 | 5.53 | 5.84 | 7.49 | 16.33 | 30.42 | 26.46 | 24.28 | 10.62 | 16.65 | 7.89 | 9.80 | 3.74 | 9.09 | 1.29 |
| Yield(%) | 0.00 | 22.70 | 13.51 | 6.46 | 6.89 | 7.52 | 6.09 | … | … | 0.84 | 22.76 | 13.89 | 1.12 | 0.91 | 0.76 | 0.97 | 2.10 | 13.94 | 5.56 | 4.00 | 2.72 | 7.77 | 6.97 | 3.08 | 2.66 | 2.59 | 2.82 | 2.37 | 5.37 | 2.53 | 1.90 | 1.93 | 2.28 | 1.12 | 1.37 | 3.40 | 1.22 | 8.24 | 8.02 | 5.00 | 3.65 | 3.56 | 0.64 |
Data as of 06/08/2026, Common starting date is 11/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFEIX (FEDERATED EQUITY INCOME FUND INC CLASS F SHARES) |
-18.05%
Mar 2000 – Mar 2003 |
-5.78%
Mar 1998 – Mar 2003 |
-2.41%
Feb 1999 – Feb 2009 |
2.73%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFEIX (FEDERATED EQUITY INCOME FUND INC CLASS F SHARES) |
24.36%
Dec 1994 – Dec 1997 |
21.09%
Dec 1994 – Dec 1999 |
11.65%
Feb 2009 – Feb 2019 |
8.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart