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FUSBX: FEDERATED FUND FOR U.S. GOVERNMENT SECURITIES CLASS B SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate Government |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/28/1994 |
Last Dividend Date: | 01/31/2023 |
12-Mo. Yield | 0.16% |
Expenses | 0.97% |
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Performance Analytics (As of 02/03/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/02/1995 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -7.4 | -3.2 | -0.6 | -0.2 | 0.9 | 1.5 | 2.8 | 3.1 | -11.6 | -2.6 | 3.1 | 5.1 | -0.9 | 1.0 | 0.6 | -0.1 | 4.3 | -2.6 | 1.9 | 3.6 | 3.7 | 5.4 | 2.6 | 4.9 | 3.8 | 1.3 | 3.4 | 2.0 | 7.6 | 6.5 | 9.8 | -0.4 | 5.5 | 7.5 | 3.3 | 13.5 | 0.1 |
Sharpe Ratio | NA | -1.07 | -0.73 | -0.35 | -0.2 | NA | NA | 0.41 | 4.01 | -1.62 | -1.41 | 1.09 | 1.75 | -0.88 | 0.16 | 0.2 | -0.06 | 1.93 | -0.83 | 1.14 | 1.43 | 1.4 | 1.81 | 0.26 | 0.54 | 0.17 | -0.33 | 0.78 | 0.47 | 2.21 | 1.22 | 1.66 | -0.97 | 0.91 | 1.52 | -0.04 | 3.12 | -0.87 |
Draw Down(%) | NA | 14.7 | 18.5 | 18.5 | 18.5 | NA | NA | 18.5 | 0.9 | 16.1 | 3.0 | 3.1 | 0.7 | 3.4 | 1.4 | 3.3 | 1.7 | 0.8 | 4.4 | 0.7 | 1.4 | 2.5 | 1.5 | 3.8 | 2.4 | 2.2 | 2.2 | 3.3 | 2.1 | 1.6 | 2.7 | 2.5 | 4.2 | 1.4 | 1.7 | 3.4 | 1.4 | 1.9 |
Standard Deviation(%) | NA | 8.4 | 5.2 | 4.3 | 3.5 | NA | NA | 3.4 | 9.0 | 8.0 | 1.9 | 2.6 | 2.1 | 2.5 | 2.4 | 2.1 | 2.5 | 2.2 | 3.2 | 1.6 | 2.5 | 2.6 | 2.9 | 6.4 | 3.5 | 2.8 | 2.6 | 3.1 | 2.8 | 2.9 | 3.4 | 3.4 | 3.7 | 2.4 | 2.6 | 4.1 | 3.1 | 3.7 |
Treynor Ratio | NA | -0.08 | -0.04 | -0.02 | -0.01 | NA | NA | 0.03 | 0.31 | -0.12 | -0.06 | 0.09 | 0.09 | -0.03 | 0.01 | 0.01 | 0.0 | 0.08 | -0.04 | 0.07 | 0.09 | 0.1 | 0.15 | 0.03 | 0.03 | 0.01 | -0.02 | 0.05 | 0.03 | 0.17 | 0.1 | 0.1 | -0.06 | 0.07 | 0.09 | 0.0 | 0.2 | -0.06 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.03 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 |
Beta | NA | 1.09 | 0.86 | 0.78 | 0.7 | NA | NA | 0.52 | 1.14 | 1.08 | 0.46 | 0.32 | 0.43 | 0.75 | 0.71 | 0.46 | 0.5 | 0.54 | 0.7 | 0.24 | 0.39 | 0.35 | 0.35 | 0.57 | 0.59 | 0.61 | 0.57 | 0.54 | 0.39 | 0.39 | 0.41 | 0.59 | 0.55 | 0.32 | 0.47 | 0.58 | 0.48 | 0.56 |
RSquared | NA | 0.87 | 0.7 | 0.67 | 0.66 | NA | NA | 0.58 | 0.92 | 0.86 | 0.59 | 0.24 | 0.61 | 0.74 | 0.75 | 0.65 | 0.76 | 0.66 | 0.71 | 0.23 | 0.6 | 0.52 | 0.64 | 0.46 | 0.62 | 0.62 | 0.65 | 0.7 | 0.57 | 0.58 | 0.63 | 0.62 | 0.6 | 0.52 | 0.61 | 0.81 | 0.68 | 0.65 |
Yield(%) | N/A | 1.7 | 1.4 | 1.5 | 1.5 | 2.0 | 2.3 | N/A | 0.2 | 1.5 | 1.2 | 1.6 | 1.7 | 1.6 | 1.6 | 1.6 | 1.6 | 1.6 | 1.5 | 2.6 | 3.1 | 2.8 | 3.2 | 3.9 | 4.4 | 3.3 | 3.1 | 3.2 | 3.8 | 5.0 | 6.2 | 6.4 | 6.1 | 5.9 | 6.2 | 6.0 | 6.4 | 3.1 |
Dividend Growth(%) | N/A | 33.3 | -11.1 | -6.7 | -54.7 | N/A | N/A | N/A | -90.9 | 22.2 | -25.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -40.0 | -16.7 | 9.1 | -8.3 | -20.0 | -11.8 | 36.0 | 4.2 | -4.0 | -16.7 | -23.1 | -18.7 | 0.0 | 0.0 | 2.1 | -2.1 | 0.0 | 0.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/1995
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