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FGUSX: FEDERATED GOVERNMENT ULTRASHORT DURATION FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 9.83 0(0.0%) December 02
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 07/30/1997 |
| Last Dividend Date: | 10/31/2024 |
| 12-Mo. Yield | 5.62% |
| Expenses | 0.24% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/21/1997 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 5.0 | 5.8 | 3.4 | 2.3 | 1.7 | 1.3 | 1.8 | 6.3 | 5.1 | 0.1 | -0.1 | 1.5 | 2.1 | 1.9 | 1.1 | 0.4 | 0.1 | 0.3 | 0.1 | 0.7 | 0.4 | 0.7 | 1.7 | 2.5 | 5.4 | 4.9 | 3.2 | 1.0 | 2.6 | 11.2 | 24.7 | 38.4 | 29.0 | 31.2 | 14.9 |
| Sharpe Ratio | NA | -0.88 | -0.19 | -0.41 | -0.08 | 0.14 | NA | NA | 1.44 | 0.52 | -1.61 | -0.16 | 1.56 | 0.97 | 0.87 | 1.01 | 0.48 | 0.05 | 0.61 | 0.13 | 1.59 | 0.67 | 1.21 | 2.14 | 0.9 | 1.43 | 1.13 | 1.05 | 0.01 | 1.91 | 3.34 | 3.5 | 3.69 | 3.32 | 3.63 | 4.11 |
| Draw Down(%) | NA | 0.3 | 0.3 | 0.6 | 0.8 | 0.8 | NA | NA | 1.1 | 0.3 | 0.6 | 0.2 | 0.6 | 0.2 | 0.1 | 0.1 | 0.2 | 0.3 | 0.2 | 0.3 | 0.1 | 0.3 | 0.3 | 0.2 | 1.1 | 0.2 | 0.2 | 0.1 | 0.5 | 0.0 | 0.0 | 0.0 | 0.5 | 0.5 | 0.5 | 0.0 |
| Standard Deviation(%) | NA | 1.7 | 1.7 | 1.4 | 1.2 | 0.9 | NA | NA | 3.4 | 1.7 | 0.8 | 0.5 | 0.8 | 0.8 | 0.7 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.4 | 0.5 | 0.5 | 0.8 | 1.8 | 1.7 | 1.5 | 0.9 | 2.4 | 1.0 | 3.0 | 6.5 | 9.3 | 7.8 | 7.7 | 8.6 |
| Treynor Ratio | NA | -0.04 | -0.01 | -0.03 | 0.0 | 0.01 | NA | NA | 0.07 | 0.04 | -0.13 | -0.01 | 0.23 | 0.03 | 0.02 | 0.06 | 0.15 | 0.03 | 0.11 | -0.02 | 0.13 | 0.75 | 0.15 | 0.13 | 0.08 | 0.06 | 0.03 | 0.03 | 0.0 | 0.14 | 0.23 | 0.23 | 0.12 | 0.12 | 0.13 | 0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 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 | 0.01 | 0.0 | 0.0 | 0.01 | 0.03 | 0.06 | 0.06 | 0.1 | 0.06 | 0.08 |
| Beta | NA | 0.39 | 0.39 | 0.22 | 0.21 | 0.19 | NA | NA | 0.67 | 0.22 | 0.1 | 0.08 | 0.05 | 0.22 | 0.24 | 0.07 | 0.01 | 0.01 | 0.02 | -0.03 | 0.05 | 0.0 | 0.04 | 0.13 | 0.19 | 0.42 | 0.57 | 0.3 | 0.19 | 0.14 | 0.44 | 1.01 | 2.87 | 2.1 | 2.11 | 2.64 |
| RSquared | NA | 0.37 | 0.35 | 0.23 | 0.19 | 0.16 | NA | NA | 0.17 | 0.22 | 0.12 | 0.03 | 0.01 | 0.27 | 0.21 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.14 | 0.12 | 0.39 | 0.59 | 0.27 | 0.03 | 0.1 | 0.16 | 0.24 | 0.54 | 0.43 | 0.53 | 0.54 |
| Yield(%) | N/A | 4.7 | 5.2 | 3.7 | 2.4 | 1.7 | 1.3 | 8.8 | N/A | 5.2 | 1.2 | 0.1 | 0.7 | 2.2 | 1.8 | 1.0 | 0.5 | 0.3 | 0.3 | 0.3 | 0.6 | 0.6 | 0.5 | 1.0 | 3.1 | 5.1 | 4.8 | 8.4 | 1.5 | 2.6 | 10.7 | 22.3 | 32.5 | 26.6 | 27.5 | 14.0 |
| Dividend Growth(%) | N/A | -10.3 | 8.6 | 243.6 | 113.8 | -1.9 | N/A | N/A | N/A | 327.1 | 723.4 | -77.9 | -70.2 | 25.7 | 85.2 | 85.1 | 104.0 | -3.8 | -13.3 | -48.3 | 3.6 | 14.3 | -50.5 | -67.4 | -39.8 | 7.0 | 184.3 | 472.4 | -44.2 | -75.5 | -52.1 | -31.1 | 20.9 | -3.1 | 95.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/1997
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