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FGFAX: FEDERATED INTERNATIONAL LEADERS FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 39.12 0.07(0.18%) May 17
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (55%) |
Start Date: | 05/24/2000 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 3.01% |
Expenses | 1.90% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/24/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 5.9 | 10.2 | 3.6 | 8.7 | 4.6 | 9.1 | 7.5 | 7.4 | 17.0 | -9.1 | 4.8 | 15.5 | 26.7 | -20.8 | 28.0 | -2.9 | -2.2 | -4.4 | 27.2 | 30.1 | -18.5 | 18.6 | 49.6 | -41.7 | 8.6 | 27.7 | 14.4 | 14.8 | 34.7 | -19.7 | -3.0 | 30.4 |
Sharpe Ratio | NA | 0.81 | 0.41 | 0.03 | 0.35 | 0.19 | NA | NA | 0.29 | 0.93 | -0.44 | 0.34 | 0.52 | 2.17 | -1.5 | 3.18 | -0.16 | -0.15 | -0.37 | 1.9 | 1.52 | -0.6 | 0.74 | 1.44 | -1.02 | 0.33 | 1.82 | 1.23 | 1.14 | 1.74 | -0.73 | -0.26 | 2.63 |
Draw Down(%) | NA | 5.2 | 13.4 | 29.3 | 34.1 | 38.0 | NA | NA | 61.5 | 13.4 | 28.1 | 9.6 | 34.1 | 7.4 | 28.3 | 2.4 | 16.9 | 16.5 | 14.8 | 9.9 | 18.7 | 31.9 | 18.7 | 31.6 | 53.0 | 12.2 | 14.1 | 7.7 | 10.4 | 19.9 | 36.7 | 25.8 | 9.8 |
Standard Deviation(%) | NA | 11.4 | 12.8 | 17.5 | 19.6 | 17.3 | NA | NA | 21.1 | 13.8 | 23.7 | 14.1 | 29.2 | 11.7 | 14.8 | 8.6 | 19.7 | 15.1 | 12.0 | 14.3 | 19.9 | 30.9 | 25.1 | 34.2 | 41.5 | 17.0 | 13.5 | 10.0 | 12.1 | 19.5 | 28.6 | 20.8 | 19.4 |
Treynor Ratio | NA | 0.09 | 0.05 | 0.01 | 0.07 | 0.03 | NA | NA | 0.06 | 0.13 | -0.1 | 0.05 | 0.16 | 0.24 | -0.21 | 0.26 | -0.03 | -0.03 | -0.05 | 0.26 | 0.26 | -0.17 | 0.16 | 0.43 | -0.44 | 0.06 | 0.27 | 0.14 | 0.17 | 0.37 | -0.24 | -0.07 | 0.78 |
Alpha | NA | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.02 | -0.03 | 0.03 | 0.01 | -0.03 | 0.0 | -0.02 | 0.0 | 0.0 | 0.02 | 0.03 | -0.02 | 0.03 | 0.04 | -0.01 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | -0.02 | 0.06 | 0.19 |
Beta | NA | 1.02 | 1.02 | 1.05 | 0.98 | 0.99 | NA | NA | 1.0 | 1.02 | 1.06 | 1.06 | 0.92 | 1.06 | 1.04 | 1.06 | 1.07 | 0.86 | 0.98 | 1.05 | 1.15 | 1.11 | 1.16 | 1.16 | 0.97 | 0.92 | 0.92 | 0.9 | 0.81 | 0.92 | 0.86 | 0.74 | 0.66 |
RSquared | NA | 0.92 | 0.92 | 0.92 | 0.93 | 0.9 | NA | NA | 0.81 | 0.93 | 0.92 | 0.92 | 0.94 | 0.93 | 0.88 | 0.82 | 0.92 | 0.78 | 0.85 | 0.88 | 0.93 | 0.96 | 0.95 | 0.93 | 0.91 | 0.83 | 0.84 | 0.84 | 0.82 | 0.44 | 0.35 | 0.37 | 0.2 |
Yield(%) | N/A | 0.0 | 3.0 | 6.2 | 5.5 | 3.3 | 5.1 | 4.8 | N/A | 3.4 | 3.6 | 13.7 | 0.1 | 2.9 | 2.2 | 0.5 | 2.0 | 1.4 | 0.8 | 1.2 | 1.0 | 0.3 | 0.2 | 0.9 | 1.3 | 0.7 | 2.5 | 0.5 | 2.2 | 12.2 | 0.7 | 3.2 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -17.8 | 379.6 | 292.7 | 409.7 | N/A | N/A | N/A | -17.3 | -76.5 | 14025.0 | -95.2 | 3.7 | 478.6 | -77.4 | 40.9 | 69.2 | -23.5 | 61.9 | 133.3 | 125.0 | -71.4 | -58.8 | 100.0 | -64.6 | 500.0 | -75.0 | -78.9 | 1420.0 | -80.4 | 264.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2000
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