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Federated Global Allocation C (FSBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.03+0.05 (+0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.94%
5-year average return4.16%
Number of years up22
Number of years down8
Best 1-yr total return (23 Jun 2024)19.86%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return19.86%
Worst 3-yr total return-0.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSBCXCategory
YTD3.91%8.60%
1-month2.95%0.11%
3-month1.57%4.82%
1-year12.59%25.33%
3-year-0.79%8.02%
5-year4.84%8.06%
10-year3.44%6.03%
Last bull market17.29%13.54%
Last bear market-11.39%-13.20%

Annual total return (%) history

Year
FSBCXCategory
2024
N/AN/A
2023
10.34%N/A
2022
-16.02%N/A
2021
7.67%N/A
2020
11.65%6.18%
2019
16.98%16.10%
2018
-9.25%-8.26%
2017
16.12%14.79%
2016
2.51%6.04%
2015
-5.14%-4.15%
2014
2.92%1.54%
2013
17.58%10.07%
2012
11.06%10.74%
2011
-3.63%-3.99%
2010
10.13%10.58%
2009
19.86%24.37%
2008
-23.36%-28.98%
2007
8.04%11.39%
2006
11.25%16.61%
2005
1.96%6.56%
2004
5.86%15.24%
2003
16.43%25.32%
2002
-11.00%-2.16%
2001
-0.11%-3.23%
2000
4.25%0.23%
1999
1.38%21.83%
1998
10.37%9.68%
1997
22.93%13.17%
1996
10.63%14.59%
1995
12.39%16.98%
1994
-5.64%-4.05%
1993
N/A21.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.74%N/AN/AN/A
20233.47%1.95%-4.13%9.11%
2022-4.93%-11.39%-6.31%6.40%
20211.94%4.31%-2.41%3.76%
2020-15.78%15.31%4.39%10.14%
20198.93%2.52%-0.51%5.29%
2018-0.82%-0.77%2.64%-10.16%
20174.24%3.38%4.19%3.43%
20160.09%-0.09%4.25%-1.66%
20153.20%-1.75%-7.16%0.77%
20140.63%2.64%-2.14%1.82%
20134.45%-0.08%6.37%5.91%
20129.93%-3.26%4.72%-0.27%
20114.30%-0.44%-11.30%4.64%
20102.08%-9.34%9.82%8.35%
2009-7.11%11.38%11.28%4.11%
2008-5.27%-0.68%-7.18%-12.24%
20071.22%5.15%2.53%-0.99%
20062.69%-1.80%4.12%5.95%
2005-1.75%0.61%1.89%1.24%
20041.17%-0.32%-1.42%6.48%
2003-1.86%9.24%0.53%8.03%
2002-0.34%-6.26%-8.92%4.60%
2001-1.76%2.68%-5.90%5.23%
2000-0.70%-0.93%3.88%2.02%
19990.76%5.20%-6.60%2.40%
19986.60%1.60%-5.34%7.66%
19972.15%10.33%6.51%2.41%
19961.75%0.17%2.38%6.02%
19954.96%5.87%4.80%-3.49%
1994-3.72%-1.06%1.64%-2.54%
19932.02%0.06%N/AN/A

Rank in category (by total return)

YTD63
1-month66
3-month88
1-year63
3-year83
5-year70

Load adjusted returns

1-year11.59%
3-year-0.79%
5-year4.84%
10-year3.44%