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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
SBFIXCategory average
5 years
SBFIXCategory average
10 years
SBFIXCategory average
Alpha
-0.72-0.04
-0.72-0.03
-1.33-0.03
BETA
0.980.01
1.030.01
1.060.01
Mean annual return
0.220.01
0.530.01
0.440.01
R-squared
98.060.89
980.89
96.330.89
Standard deviation
12.230.13
12.840.11
10.720.1
Sharpe ratio
-0.020.01
0.330.01
0.350.01
Treynor ratio
-1.070.06
3.490.06
3.070.05