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Federated Equity Income Institutional (LEISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.91+0.08 (+0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.60%
5-year average return8.80%
Number of years up8
Number of years down3
Best 1-yr total return (27 Jun 2024)31.93%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.93%
Worst 3-yr total return4.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLEISXCategory
YTD9.08%4.44%
1-month2.57%-4.04%
3-month4.01%4.09%
1-year22.47%14.37%
3-year4.29%6.04%
5-year10.37%9.20%
10-year6.76%8.57%
Last bull market25.60%22.97%
Last bear market-11.52%-11.27%

Annual total return (%) history

Year
LEISXCategory
2024
N/AN/A
2023
9.31%11.63%
2022
-7.79%-5.90%
2021
21.26%26.22%
2020
6.63%2.91%
2019
21.58%25.04%
2018
-11.48%-8.53%
2017
16.35%15.94%
2016
9.78%14.81%
2015
-5.19%-4.05%
2014
8.18%10.21%
2013
31.93%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.57%N/AN/AN/A
2023-0.79%4.41%-4.06%9.99%
20220.27%-11.52%-6.22%10.84%
202110.21%5.07%-0.97%5.75%
2020-25.12%15.01%6.87%15.85%
201910.39%2.26%0.79%6.86%
2018-0.85%0.83%3.78%-14.68%
20173.53%0.74%4.32%6.94%
2016-2.29%1.57%2.86%7.54%
20150.38%-0.55%-8.18%3.44%
20141.85%4.80%-1.91%3.32%
201310.30%2.55%4.76%11.34%
2012-2.61%4.70%-0.16%N/A

Rank in category (by total return)

YTD26
1-month71
3-month45
1-year50
3-year83
5-year72

Load adjusted returns

1-year22.47%
3-year4.29%
5-year10.37%
10-year6.76%