Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYIFX (FEDERATED NEW YORK MUNICIPAL INCOME FUND CLASS A SHARES) | NA | 4.79% | 2.77% | 2.10% | 3.55% | 3.66% | 3.80% | … | … |
Data as of 12/08/2017, Common starting date is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYIFX (FEDERATED NEW YORK MUNICIPAL INCOME FUND CLASS A SHARES) | 12/30/1992 | 12/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 4.79 | 2.77 | 2.10 | 3.55 | 3.66 | 3.80 | … | … | 4.33 | 0.60 | 2.94 | 8.16 | -3.41 | 7.01 | 10.34 | 1.51 | 17.03 | -10.75 | -0.58 | 5.16 | 4.31 | 3.82 | 5.76 | 5.95 | 3.67 | 10.79 | -4.67 | 6.17 | 9.74 | 4.92 | 19.41 | -9.91 | 13.98 | 0.59 |
| Sharpe Ratio | NA | 2.11 | 1.13 | 0.76 | 0.89 | NA | NA | … | … | 2.01 | 0.15 | 1.42 | 4.28 | -0.97 | 3.01 | 3.59 | 0.46 | 4.39 | -1.40 | -1.28 | 0.78 | 0.89 | 0.82 | 1.39 | 1.61 | 0.47 | 2.77 | -2.78 | 0.96 | 1.91 | 0.30 | 3.33 | -1.52 | 2.43 | NA |
| Standard Deviation(%) | NA | 1.99 | 2.21 | 2.52 | 3.74 | NA | NA | … | … | 1.99 | 2.54 | 2.05 | 1.90 | 3.57 | 2.33 | 2.87 | 3.06 | 3.86 | 8.31 | 2.83 | 2.41 | 2.41 | 3.52 | 3.65 | 3.01 | 2.92 | 2.44 | 2.84 | 2.98 | 3.24 | 4.68 | 4.68 | 8.45 | 4.88 | 0.00 |
| Draw Down(%) | NA | 1.34 | 5.39 | 7.70 | 17.05 | NA | NA | … | … | 1.34 | 5.39 | 2.20 | 1.07 | 7.48 | 2.30 | 2.88 | 5.92 | 2.86 | 17.05 | 4.26 | 1.33 | 2.14 | 5.33 | 5.33 | 3.63 | 3.49 | 2.53 | 6.08 | 2.01 | 2.06 | 4.58 | 2.95 | 16.59 | 3.37 | 0.00 |
| Yield(%) | 0.00 | 2.77 | 2.89 | 2.87 | 3.37 | 3.61 | 3.78 | … | … | 2.53 | 2.85 | 3.07 | 3.26 | 3.11 | 3.43 | 3.84 | 3.50 | 4.52 | 4.16 | 4.06 | 4.10 | 4.24 | 3.91 | 4.22 | 3.55 | 4.90 | 5.28 | 4.86 | 4.92 | 5.26 | 5.47 | 6.23 | 5.27 | 5.71 | 0.49 |
Data as of 12/08/2017, Common starting date is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYIFX (FEDERATED NEW YORK MUNICIPAL INCOME FUND CLASS A SHARES) |
-2.28%
Dec 2005 – Dec 2008 |
0.21%
Dec 2003 – Dec 2008 |
2.17%
Dec 1998 – Dec 2008 |
3.31%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYIFX (FEDERATED NEW YORK MUNICIPAL INCOME FUND CLASS A SHARES) |
11.95%
Nov 1994 – Nov 1997 |
7.80%
Nov 1994 – Nov 1999 |
6.62%
Nov 1994 – Nov 2004 |
5.34%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart