UK markets closed

Federated Equity Advantage IS (FEKIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.040.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return15.44%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (3 Feb 2019)26.55%
Worst 1-yr total return (3 Feb 2019)-20.37%
Best 3-yr total return26.55%
Worst 3-yr total return5.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFEKIXCategory
YTD-28.91%26.79%
1-month1.40%-1.77%
3-month30.51%4.45%
1-year-22.64%71.02%
3-year-7.26%9.35%
5-year0.00%12.17%
10-year0.00%9.95%
Last bull market0.00%28.07%
Last bear market0.00%-24.24%

Annual total return (%) history

Year
FEKIXCategory
2020
N/A4.02%
2019
26.55%21.43%
2018
-20.37%-15.46%
2017
18.08%8.54%
2016
N/A25.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-45.53%30.51%N/AN/A
201913.36%2.59%-4.21%13.61%
2018-2.98%0.66%0.58%-18.93%
20176.30%-0.23%5.24%5.79%
20163.64%8.77%3.88%N/A

Rank in category (by total return)

YTD92
1-month82
3-month12
1-year86
3-year82
5-yearN/A

Load adjusted returns

1-year-22.64%
3-year-7.26%
5-yearN/A
10-yearN/A