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Federated Global Allocation R (FSBKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.96+0.11 (+0.58%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.85%
5-year average return4.06%
Number of years up15
Number of years down5
Best 1-yr total return (25 Apr 2024)20.21%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return20.21%
Worst 3-yr total return0.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSBKXCategory
YTD4.86%8.60%
1-month2.45%0.11%
3-month4.86%4.82%
1-year12.11%25.33%
3-year1.19%8.02%
5-year4.99%8.06%
10-year4.00%6.03%
Last bull market21.40%13.54%
Last bear market-11.32%-13.20%

Annual total return (%) history

Year
FSBKXCategory
2024
N/AN/A
2023
10.74%N/A
2022
-15.78%N/A
2021
8.11%N/A
2020
12.05%6.18%
2019
17.40%16.10%
2018
-8.97%-8.26%
2017
16.48%14.79%
2016
2.85%6.04%
2015
-4.82%-4.15%
2014
3.22%1.54%
2013
18.03%10.07%
2012
11.47%10.74%
2011
-3.33%-3.99%
2010
10.48%10.58%
2009
20.21%24.37%
2008
-23.09%-28.98%
2007
8.38%11.39%
2006
11.59%16.61%
2005
2.25%6.56%
2004
6.35%15.24%
2003
N/A25.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.86%N/AN/AN/A
20233.58%2.04%-4.05%9.19%
2022-4.92%-11.32%-6.23%6.52%
20212.03%4.40%-2.27%3.86%
2020-15.69%15.35%4.50%10.25%
20199.05%2.61%-0.43%5.37%
2018-0.73%-0.68%2.67%-10.08%
20174.29%3.50%4.23%3.54%
20160.17%0.03%4.28%-1.57%
20153.31%-1.70%-7.11%0.89%
20140.73%2.67%-2.06%1.91%
20134.52%0.01%6.48%6.04%
201210.02%-3.20%4.87%-0.19%
20114.38%-0.36%-11.21%4.67%
20102.13%-9.20%9.86%8.44%
2009-7.06%11.45%11.35%4.21%
2008-5.16%-0.66%-7.12%-12.11%
20071.29%5.24%2.65%-0.96%
20062.79%-1.72%4.21%6.00%
2005-1.67%0.66%1.97%1.30%
20041.37%-0.24%-1.30%6.55%
20030.57%8.07%N/AN/A

Rank in category (by total return)

YTD40
1-month70
3-month40
1-year49
3-year77
5-year59

Load adjusted returns

1-year12.11%
3-year1.19%
5-year4.99%
10-year4.00%