FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX)

Basic Info 9.58 0(0.0%)

FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES started on 03/15/1984
FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES is classified as asset class SHORT GOVERNMENT
FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES expense ratio is 0.37%
FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES rating is
(91%)

FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) Dividend Info

FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) dividend growth in the last 12 months is 55.64%

The trailing 12-month yield of FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES is 4.06%. its dividend history:

DateDividend
04/30/2024 0.036
03/28/2024 0.0346
02/29/2024 0.0275
01/31/2024 0.0287
12/29/2023 0.0355
11/30/2023 0.0348
10/31/2023 0.0353
09/29/2023 0.0339
08/31/2023 0.0332
07/31/2023 0.0321
06/30/2023 0.0311
05/31/2023 0.032
04/28/2023 0.031
03/31/2023 0.0296
02/28/2023 0.0197
01/31/2023 0.0265
11/30/2022 0.0307
10/31/2022 0.0276
09/30/2022 0.0213
08/31/2022 0.0204
07/29/2022 0.0184
06/30/2022 0.0164
05/31/2022 0.012
04/29/2022 0.0085
03/31/2022 0.0051
02/28/2022 0.0027
01/31/2022 0.003
12/31/2021 0.0031
11/30/2021 0.003
10/29/2021 0.003
09/30/2021 0.003
08/31/2021 0.0031
07/30/2021 0.0035
06/30/2021 0.0047
05/28/2021 0.0049
04/30/2021 0.0052
03/31/2021 0.0051
02/26/2021 0.0052
01/29/2021 0.0054
12/31/2020 0.0064
11/30/2020 0.0062
10/30/2020 0.0068
09/30/2020 0.0075
08/31/2020 0.0077
07/31/2020 0.0074
06/30/2020 0.0074
05/29/2020 0.0077
04/30/2020 0.0084
03/31/2020 0.014
02/28/2020 0.014
01/31/2020 0.0174
12/31/2019 0.0174
11/29/2019 0.0173
10/31/2019 0.0187
09/30/2019 0.0186
08/30/2019 0.0192
07/31/2019 0.0191
06/28/2019 0.0189
05/31/2019 0.0205
04/30/2019 0.0203
03/29/2019 0.0208
02/28/2019 0.0192
01/31/2019 0.0202
12/31/2018 0.02
11/30/2018 0.0191
10/31/2018 0.0185
09/28/2018 0.0174
08/31/2018 0.0176
07/31/2018 0.0179
06/29/2018 0.0169
05/31/2018 0.0165
04/30/2018 0.015
03/29/2018 0.015
02/28/2018 0.009
01/31/2018 0.008
12/29/2017 0.009
11/30/2017 0.015
10/31/2017 0.011
09/29/2017 0.008
08/31/2017 0.0095
07/31/2017 0.0098
06/30/2017 0.0105
05/31/2017 0.0094
04/28/2017 0.0101
03/31/2017 0.012
02/28/2017 0.007
01/31/2017 0.006
12/30/2016 0.009
11/30/2016 0.009
10/31/2016 0.008
09/30/2016 0.006
08/31/2016 0.01
07/29/2016 0.012
06/30/2016 0.013
05/31/2016 0.011
04/29/2016 0.008
03/31/2016 0.008
02/29/2016 0.003
01/29/2016 0.004
12/31/2015 0.011
11/30/2015 0.006
10/30/2015 0.003
09/30/2015 0.006
08/31/2015 0.011
07/31/2015 0.013
06/30/2015 0.008
05/29/2015 0.014
04/30/2015 0.007
03/31/2015 0.006
02/27/2015 0.006
01/30/2015 0.004
12/31/2014 0.003
11/28/2014 0.007
10/31/2014 0.005
09/30/2014 0.006
08/29/2014 0.006
07/31/2014 0.01
06/30/2014 0.009
05/30/2014 0.013
04/30/2014 0.008
03/31/2014 0.006
02/28/2014 0.003
01/31/2014 0.004
12/31/2013 0.004
11/29/2013 0.004
10/31/2013 0.004
09/30/2013 0.004
08/30/2013 0.004
07/31/2013 0.004
06/28/2013 0.005
05/31/2013 0.005
04/30/2013 0.006
03/28/2013 0.005
02/28/2013 0.002
12/31/2012 0.003
11/30/2012 0.008
10/31/2012 0.008
09/28/2012 0.004
08/31/2012 0.002
07/31/2012 0.002
06/29/2012 0.005
06/07/2012 0.097
05/31/2012 0.008
04/30/2012 0.006
03/30/2012 0.006
02/29/2012 0.002
01/31/2012 0.005
12/30/2011 0.005
12/15/2011 0.071
11/30/2011 0.005
10/31/2011 0.005
09/30/2011 0.005
08/31/2011 0.007
07/29/2011 0.008
06/30/2011 0.01
06/09/2011 0.056
05/31/2011 0.012
04/29/2011 0.011
03/31/2011 0.011
02/28/2011 0.009
01/31/2011 0.01
12/31/2010 0.009
11/30/2010 0.009
10/29/2010 0.01
09/30/2010 0.009
08/31/2010 0.009
07/30/2010 0.01
06/30/2010 0.012
06/10/2010 0.006
05/28/2010 0.012
03/31/2010 0.011
02/26/2010 0.01
01/29/2010 0.01
12/31/2009 0.009
11/30/2009 0.01
10/30/2009 0.012
09/30/2009 0.014
08/31/2009 0.017
07/31/2009 0.017
06/30/2009 0.016
05/29/2009 0.02
04/30/2009 0.026
03/31/2009 0.027
02/27/2009 0.017
01/30/2009 0.015
12/31/2008 0.025
11/28/2008 0.027
10/31/2008 0.026
09/30/2008 0.03
08/29/2008 0.032
07/31/2008 0.031
06/30/2008 0.031
05/30/2008 0.035
04/30/2008 0.033
03/31/2008 0.037
02/29/2008 0.034
01/31/2008 0.04
12/31/2007 0.038
11/30/2007 0.038
10/31/2007 0.038
09/28/2007 0.038
08/31/2007 0.042
07/31/2007 0.044
06/29/2007 0.043
05/31/2007 0.045
04/30/2007 0.041
03/30/2007 0.041
02/28/2007 0.039
01/31/2007 0.039
12/29/2006 0.037
11/30/2006 0.037
10/31/2006 0.04
09/29/2006 0.041
08/31/2006 0.042
07/31/2006 0.044
06/30/2006 0.041
05/31/2006 0.041
04/28/2006 0.038
03/31/2006 0.04
02/28/2006 0.032
01/31/2006 0.031
12/30/2005 0.038
11/30/2005 0.037
10/31/2005 0.033
09/30/2005 0.031
08/31/2005 0.031
07/29/2005 0.029
06/30/2005 0.027
05/31/2005 0.027
04/29/2005 0.026
03/31/2005 0.025
02/28/2005 0.022
01/31/2005 0.022
12/31/2004 0.021
11/30/2004 0.018
10/29/2004 0.018
09/30/2004 0.017
08/31/2004 0.017
07/30/2004 0.017
06/30/2004 0.017
05/28/2004 0.015
04/30/2004 0.014
03/31/2004 0.016
02/27/2004 0.016
01/30/2004 0.038
12/31/2003 0.016
11/28/2003 0.015
10/31/2003 0.016
09/30/2003 0.015
08/29/2003 0.015
07/31/2003 0.016
06/30/2003 0.017
05/30/2003 0.018
04/30/2003 0.02
03/31/2003 0.02
02/28/2003 0.021
01/31/2003 0.023
12/31/2002 0.024
11/29/2002 0.024
10/31/2002 0.04
09/30/2002 0.025
08/30/2002 0.027
07/31/2002 0.042
06/28/2002 0.042
05/31/2002 0.03
04/30/2002 0.03
03/28/2002 0.03
02/28/2002 0.029
01/31/2002 0.031
12/31/2001 0.033
11/30/2001 0.033
10/31/2001 0.035
09/28/2001 0.036
08/31/2001 0.038
07/31/2001 0.04
06/29/2001 0.043
05/31/2001 0.045
04/30/2001 0.046
03/30/2001 0.049
02/28/2001 0.046
01/31/2001 0.05
12/29/2000 0.052
11/30/2000 0.051
10/31/2000 0.051
09/29/2000 0.051
08/31/2000 0.051
07/31/2000 0.051
06/30/2000 0.05
05/31/2000 0.05
04/28/2000 0.046
03/31/2000 0.049
02/29/2000 0.046
01/31/2000 0.047
12/31/1999 0.046
11/30/1999 0.044
10/29/1999 0.044
09/30/1999 0.042
08/31/1999 0.043
07/30/1999 0.041
06/30/1999 0.037
05/28/1999 0.037
04/30/1999 0.036
03/31/1999 0.037
02/26/1999 0.033
01/29/1999 0.037
12/31/1998 0.039
11/30/1998 0.039
10/30/1998 0.043
09/30/1998 0.042
08/31/1998 0.044
07/31/1998 0.044
06/30/1998 0.043
05/29/1998 0.045
04/30/1998 0.044
03/31/1998 0.046
02/27/1998 0.042
01/30/1998 0.047
12/31/1997 0.047
11/28/1997 0.046
10/31/1997 0.047
09/30/1997 0.045
08/29/1997 0.047
07/31/1997 0.047
06/30/1997 0.046
05/30/1997 0.048
04/30/1997 0.046
03/31/1997 0.047
02/28/1997 0.042
01/31/1997 0.047
12/31/1996 0.047
11/29/1996 0.046
10/31/1996 0.046
09/30/1996 0.045
08/30/1996 0.046
07/31/1996 0.045
06/28/1996 0.044
05/31/1996 0.045
04/30/1996 0.044
03/29/1996 0.046
02/29/1996 0.044
01/31/1996 0.048
12/29/1995 0.048
11/30/1995 0.048
10/31/1995 0.049
09/29/1995 0.049
08/31/1995 0.051
07/31/1995 0.053
06/30/1995 0.053
05/31/1995 0.056
04/28/1995 0.055
03/31/1995 0.057
02/28/1995 0.052
01/31/1995 0.056
12/30/1994 0.054
11/30/1994 0.048
10/31/1994 0.046
09/30/1994 0.043
08/31/1994 0.043
07/29/1994 0.042
06/30/1994 0.038
05/31/1994 0.037
04/29/1994 0.034
03/31/1994 0.033
02/28/1994 0.029
01/31/1994 0.032
12/31/1993 0.032
11/30/1993 0.031
10/29/1993 0.031
09/30/1993 0.03
08/31/1993 0.031
07/30/1993 0.032
06/30/1993 0.031
05/28/1993 0.032
04/30/1993 0.031
03/31/1993 0.034
02/26/1993 0.033
01/29/1993 0.038
12/31/1992 0.038
11/30/1992 0.037
10/30/1992 0.039
09/30/1992 0.039
08/31/1992 0.042
07/31/1992 0.043
06/30/1992 0.043
05/29/1992 0.044
04/30/1992 0.043
03/31/1992 0.044
02/28/1992 0.042
01/31/1992 0.048
12/31/1991 0.054
11/29/1991 0.054
10/31/1991 0.056
09/30/1991 0.057
08/30/1991 0.06
07/31/1991 0.06
06/28/1991 0.058
05/31/1991 0.06
04/30/1991 0.06
03/28/1991 0.062
02/28/1991 0.057
01/31/1991 0.064
12/31/1990 0.065
11/30/1990 0.064
10/31/1990 0.066
09/28/1990 0.064
08/31/1990 0.066
07/31/1990 0.066
06/29/1990 0.065
05/31/1990 0.067
04/30/1990 0.065
03/30/1990 0.067
02/28/1990 0.063
01/31/1990 0.07
12/29/1989 0.07
11/30/1989 0.068
10/31/1989 0.072
09/29/1989 0.069
08/31/1989 0.073
07/31/1989 0.074
06/30/1989 0.072
05/31/1989 0.073
04/28/1989 0.068
03/31/1989 0.069
02/28/1989 0.061
01/31/1989 0.071
12/30/1988 0.071
11/30/1988 0.068
10/31/1988 0.071
09/30/1988 0.068
08/31/1988 0.069
07/29/1988 0.069
06/30/1988 0.065
05/31/1988 0.067
04/29/1988 0.066
03/31/1988 0.07
02/29/1988 0.067
01/29/1988 0.073
12/31/1987 0.074
11/30/1987 0.07
10/30/1987 0.071
09/30/1987 0.067
08/31/1987 0.066
07/31/1987 0.066
06/30/1987 0.064
05/29/1987 0.064
04/30/1987 0.062
03/31/1987 0.065
02/27/1987 0.059
01/30/1987 0.066
12/31/1986 0.066
11/28/1986 0.064
10/31/1986 0.07
09/30/1986 0.069
08/29/1986 0.073
07/31/1986 0.074
06/30/1986 0.073
05/30/1986 0.076
04/30/1986 0.075
03/31/1986 0.08
02/28/1986 0.075
01/31/1986 0.085
12/31/1985 0.086
11/29/1985 0.085
10/31/1985 0.088
09/30/1985 0.086
08/30/1985 0.089
07/31/1985 0.09
06/28/1985 0.09
05/31/1985 0.096
04/30/1985 0.094
03/29/1985 0.096
02/28/1985 0.087
01/31/1985 0.095
12/31/1984 0.096
11/30/1984 0.096
10/31/1984 0.102
09/28/1984 0.1
08/31/1984 0.101
07/31/1984 0.103
06/29/1984 0.095
05/31/1984 0.094
04/30/1984 0.09
03/30/1984 0.048

Dividend Growth History for FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3747 3.87% 125.59% -
2022 $0.1661 1.62% 237.60% 125.59%
2021 $0.0492 0.47% -55.64% 175.97%
2020 $0.1109 1.08% -51.82% 50.06%
2019 $0.2302 2.26% 20.59% 12.95%
2018 $0.1909 1.87% 62.75% 14.44%
2017 $0.1173 1.13% 16.14% 21.36%
2016 $0.101 0.97% 6.32% 20.60%
2015 $0.095 0.91% 18.75% 18.71%
2014 $0.08 0.75% 70.21% 18.72%
2013 $0.047 0.44% -69.87% 23.07%
2012 $0.156 1.44% -30.67% 8.29%
2011 $0.225 2.06% 92.31% 4.34%
2010 $0.117 1.08% -41.50% 9.37%
2009 $0.2 1.84% -47.51% 4.59%
2008 $0.381 3.59% -21.60% -0.11%
2007 $0.486 4.69% 4.74% -1.61%
2006 $0.464 4.45% 33.33% -1.25%
2005 $0.348 3.28% 55.36% 0.41%
2004 $0.224 2.09% 5.66% 2.74%
2003 $0.212 1.96% -43.32% 2.89%
2002 $0.374 3.49% -24.29% 0.01%
2001 $0.494 4.72% -16.97% -1.25%
2000 $0.595 5.78% 24.74% -1.99%
1999 $0.477 4.53% -7.92% -1.00%
1998 $0.518 4.98% -6.67% -1.29%
1997 $0.555 5.37% 1.65% -1.50%
1996 $0.546 5.24% -12.92% -1.38%
1995 $0.627 6.20% 30.90% -1.82%
1994 $0.479 4.56% 24.09% -0.84%
1993 $0.386 3.69% -23.11% -0.10%
1992 $0.502 4.82% -28.49% -0.94%
1991 $0.702 6.94% -10.91% -1.94%
1990 $0.788 7.88% -6.19% -2.23%
1989 $0.84 8.52% 1.94% -2.35%
1988 $0.824 8.14% 3.78% -2.23%
1987 $0.794 7.61% -9.77% -2.06%
1986 $0.88 8.49% -18.67% -2.28%
1985 $1.082 10.54% 16.97% -2.75%
1984 $0.925 9.28% - -2.29%

Dividend Growth Chart for FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX)

FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) Historical Returns And Risk Info

From 03/16/1984 to 05/20/2024, the compound annualized total return (dividend reinvested) of FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is 4.057%. Its cumulative total return (dividend reinvested) is 394.296%.

From 03/16/1984 to 05/20/2024, the Maximum Drawdown of FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is 6.2%.

From 03/16/1984 to 05/20/2024, the Sharpe Ratio of FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is 0.73.

From 03/16/1984 to 05/20/2024, the Annualized Standard Deviation of FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is 2.4%.

From 03/16/1984 to 05/20/2024, the Beta of FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is 0.69.

Last 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 2.7 -0.2 0.8 0.7 0.7 1.5 4.1 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 -1.28 -0.46 -1.08 -0.41 -0.26 NA NA 0.73 -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 1.0 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 2.3 2.4 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 -0.04 -0.01 -0.03 -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 0.76 0.79 0.76 0.75 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
RSquare NA 0.79 0.83 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 1.3 4.1 2.2 1.9 1.5 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 -64.9 55.7 37.5 51.8 -37.3 -65.8 -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

Return Calculator for FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX)

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FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) Historical Return Chart

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FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 03/16/1984 to 05/20/2024, the worst annualized return of 3-year rolling returns for FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is -1.38%.
From 03/16/1984 to 05/20/2024, the worst annualized return of 5-year rolling returns for FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is -0.09%.
From 03/16/1984 to 05/20/2024, the worst annualized return of 10-year rolling returns for FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is 0.12%.
From 03/16/1984 to 05/20/2024, the worst annualized return of 20-year rolling returns for FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES (FSGVX) is 1.34%.

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