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Federated Global Allocation Instl (SBFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.45+0.16 (+0.83%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.22%
5-year average return4.91%
Number of years up10
Number of years down4
Best 1-yr total return (1 May 2024)18.85%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return18.85%
Worst 3-yr total return0.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBFIXCategory
YTD5.08%8.60%
1-month2.48%0.11%
3-month5.08%4.82%
1-year12.94%25.33%
3-year1.92%8.02%
5-year5.74%8.06%
10-year4.74%6.03%
Last bull market22.09%13.54%
Last bear market-11.17%-13.20%

Annual total return (%) history

Year
SBFIXCategory
2024
N/AN/A
2023
11.53%N/A
2022
-15.19%N/A
2021
8.91%N/A
2020
12.85%6.18%
2019
18.22%16.10%
2018
-8.33%-8.26%
2017
17.35%14.79%
2016
3.55%6.04%
2015
-4.15%-4.15%
2014
4.03%1.54%
2013
18.85%10.07%
2012
12.24%10.74%
2011
-2.62%-3.99%
2010
11.30%10.58%
2009
N/A24.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.08%N/AN/AN/A
20233.77%2.24%-3.86%9.35%
2022-4.72%-11.17%-6.07%6.68%
20212.23%4.56%-2.10%4.07%
2020-15.56%15.59%4.67%10.46%
20199.24%2.80%-0.30%5.59%
2018-0.53%-0.54%2.87%-9.92%
20174.48%3.70%4.42%3.73%
20160.34%0.16%4.51%-1.41%
20153.45%-1.51%-6.90%1.06%
20140.92%2.88%-1.89%2.13%
20134.72%0.23%6.62%6.20%
201210.26%-3.05%5.02%-0.02%
20114.59%-0.18%-11.07%4.89%
20102.32%-9.06%10.10%8.65%
200911.57%4.40%N/AN/A

Rank in category (by total return)

YTD35
1-month66
3-month35
1-year41
3-year67
5-year44

Load adjusted returns

1-year12.94%
3-year1.92%
5-year5.74%
10-year4.74%