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FSGVX: FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 9.56 0.01(0.10%) May 01
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (91%) |
Start Date: | 03/15/1984 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.16% |
Expenses | 0.37% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/16/1984 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.3 | 2.1 | -0.4 | 0.7 | 0.6 | 0.6 | 1.5 | 4.0 | 4.0 | -4.2 | -0.9 | 2.9 | 3.0 | 1.2 | 0.2 | 0.7 | -0.1 | -0.6 | -0.4 | 0.1 | 1.3 | 1.9 | 1.2 | 6.5 | 7.2 | 4.0 | 1.6 | 0.6 | 1.3 | 4.9 | 7.3 | 7.2 | 2.6 | 6.4 | 6.0 | 4.6 | 9.6 | 0.7 | 4.5 | 5.2 | 10.4 | 9.3 | 10.3 | 5.7 | 4.8 | 9.5 | 12.0 | 13.1 |
Sharpe Ratio | NA | -2.08 | -0.71 | -1.14 | -0.44 | -0.28 | NA | NA | 0.72 | -0.1 | -2.27 | -1.1 | 2.16 | 1.02 | -0.1 | -0.5 | 0.42 | -0.06 | -0.09 | -0.44 | 0.12 | 1.13 | 1.47 | 0.56 | 1.92 | 1.87 | 0.37 | -0.38 | -0.22 | 0.45 | 2.12 | 2.15 | 1.53 | -0.33 | 1.38 | 1.23 | 0.47 | 2.46 | -0.98 | 1.61 | 1.42 | 2.79 | 1.43 | 1.5 | 0.37 | 0.22 | 1.62 | 1.98 | 1.94 |
Draw Down(%) | NA | 1.0 | 1.6 | 5.9 | 6.2 | 6.2 | NA | NA | 6.2 | 1.6 | 5.3 | 1.0 | 0.6 | 0.7 | 0.6 | 0.6 | 0.8 | 0.9 | 5.1 | 1.0 | 0.7 | 0.4 | 0.6 | 1.2 | 1.7 | 0.7 | 0.6 | 0.7 | 1.5 | 0.8 | 0.9 | 1.2 | 0.5 | 0.9 | 0.8 | 0.6 | 1.2 | 0.6 | 1.9 | 0.5 | 1.0 | 0.5 | 0.7 | 1.2 | 1.1 | 1.8 | 0.9 | 0.9 | 0.3 |
Standard Deviation(%) | NA | 2.4 | 2.5 | 2.4 | 2.0 | 1.6 | NA | NA | 2.4 | 2.9 | 2.5 | 0.8 | 1.3 | 1.5 | 1.1 | 0.9 | 1.1 | 1.2 | 6.6 | 1.0 | 0.8 | 1.2 | 1.2 | 2.0 | 2.9 | 2.3 | 1.9 | 1.5 | 1.6 | 1.4 | 1.8 | 2.3 | 2.0 | 1.9 | 2.2 | 2.0 | 2.4 | 2.3 | 2.3 | 1.5 | 2.0 | 2.4 | 2.8 | 3.1 | 2.9 | 3.3 | 3.3 | 3.4 | 5.1 |
Treynor Ratio | NA | -0.06 | -0.02 | -0.04 | -0.01 | -0.01 | NA | NA | 0.03 | 0.0 | -0.07 | -0.02 | 0.04 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.03 | 0.03 | 0.01 | 0.07 | 0.05 | 0.01 | -0.01 | -0.01 | 0.01 | 0.07 | 0.09 | 0.04 | -0.01 | 0.04 | 0.03 | 0.02 | 0.08 | -0.03 | 0.04 | 0.05 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.77 | 0.79 | 0.76 | 0.74 | 0.71 | NA | NA | 0.69 | 0.76 | 0.78 | 0.36 | 0.72 | 0.7 | 0.61 | 0.53 | 0.6 | 0.61 | 0.85 | 0.35 | 0.09 | 0.46 | 0.54 | 0.77 | 0.78 | 0.8 | 0.84 | 0.71 | 0.64 | 0.51 | 0.53 | 0.59 | 0.74 | 0.7 | 0.75 | 0.78 | 0.72 | 0.72 | 0.74 | 0.57 | 0.62 | 0.68 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.8 | 0.84 | 0.83 | 0.79 | 0.71 | NA | NA | 0.33 | 0.87 | 0.85 | 0.23 | 0.6 | 0.66 | 0.49 | 0.36 | 0.5 | 0.5 | 0.02 | 0.12 | 0.01 | 0.31 | 0.52 | 0.76 | 0.76 | 0.77 | 0.75 | 0.64 | 0.74 | 0.69 | 0.68 | 0.65 | 0.8 | 0.8 | 0.83 | 0.79 | 0.85 | 0.82 | 0.76 | 0.62 | 0.78 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.9 | 3.6 | 2.0 | 1.9 | 1.6 | 1.4 | 2.0 | N/A | 3.8 | 1.7 | 0.4 | 1.3 | 2.4 | 2.2 | 1.3 | 1.0 | 1.0 | 0.8 | 0.1 | 1.4 | 1.9 | 1.1 | 2.0 | 3.6 | 4.6 | 4.4 | 3.3 | 2.3 | 2.2 | 3.4 | 4.8 | 5.8 | 4.6 | 4.8 | 5.6 | 5.2 | 6.3 | 4.5 | 3.5 | 4.7 | 6.9 | 7.8 | 8.4 | 8.2 | 7.6 | 8.5 | 10.7 | 9.3 |
Dividend Growth(%) | N/A | -75.7 | 34.6 | 10.5 | 39.1 | -35.5 | -66.5 | -66.5 | N/A | 117.6 | 325.0 | -69.2 | -45.8 | 9.1 | 69.2 | 30.0 | 0.0 | 25.0 | 700.0 | -93.3 | -28.6 | 75.0 | -45.5 | -42.1 | -20.8 | 4.3 | 31.4 | 40.0 | 4.2 | -33.3 | -28.0 | -16.7 | 25.0 | -4.0 | -13.8 | 7.4 | -15.6 | 36.2 | 27.0 | -24.5 | -30.0 | -10.3 | -6.0 | 0.0 | 5.1 | -10.2 | -20.0 | 18.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/16/1984
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