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FIHBX: FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 8.91 0.01(0.11%) May 19
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 11/04/2002 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 2.58% |
| Expenses | 0.50% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/04/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.6 | 4.6 | 5.3 | 4.4 | 3.9 | 5.6 | 6.2 | 6.9 | 4.3 | 12.5 | -11.8 | 3.0 | 6.0 | 15.0 | -2.8 | 6.1 | 15.1 | -2.3 | 3.1 | 7.3 | 15.2 | 5.7 | 14.0 | 49.5 | -23.6 | 3.8 | 11.3 | 3.6 | 10.8 | 23.2 | 4.1 |
| Sharpe Ratio | NA | -0.28 | -0.48 | 0.16 | 0.33 | 0.36 | NA | NA | 1.05 | -0.71 | 1.43 | -1.64 | 1.12 | 0.47 | 3.77 | -1.08 | 1.85 | 2.57 | -0.5 | 0.81 | 1.96 | 4.34 | 1.01 | 3.45 | 7.3 | -2.54 | 0.21 | 2.69 | 0.41 | 3.24 | 5.3 | 9.14 |
| Draw Down(%) | NA | 3.6 | 3.9 | 8.8 | 16.0 | 21.7 | NA | NA | 31.1 | 2.2 | 4.3 | 15.9 | 2.7 | 21.7 | 1.5 | 6.0 | 2.5 | 4.4 | 8.0 | 5.2 | 5.6 | 2.6 | 8.5 | 4.4 | 6.2 | 31.1 | 5.7 | 1.9 | 5.9 | 3.1 | 2.9 | 0.5 |
| Standard Deviation(%) | NA | 4.1 | 3.4 | 5.8 | 5.4 | 6.0 | NA | NA | 5.4 | 3.2 | 5.8 | 8.1 | 2.7 | 12.1 | 3.6 | 3.8 | 3.0 | 5.8 | 4.7 | 3.8 | 3.7 | 3.5 | 5.6 | 4.0 | 6.8 | 9.6 | 3.9 | 3.0 | 3.5 | 3.1 | 4.2 | 3.1 |
| Treynor Ratio | NA | -0.01 | -0.02 | 0.01 | 0.02 | 0.02 | NA | NA | 0.06 | -0.03 | 0.09 | -0.13 | 0.03 | 0.05 | 0.14 | -0.04 | 0.06 | 0.14 | -0.02 | 0.03 | 0.07 | 0.15 | 0.06 | 0.18 | 0.5 | -0.25 | 0.01 | 0.08 | 0.01 | 0.12 | 0.27 | 0.53 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.02 | 0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | 0.04 |
| Beta | NA | 0.97 | 0.91 | 0.99 | 1.0 | 1.05 | NA | NA | 1.01 | 0.86 | 0.97 | 1.04 | 0.87 | 1.11 | 0.96 | 0.96 | 0.89 | 1.1 | 1.09 | 1.01 | 1.04 | 0.99 | 0.99 | 0.76 | 0.99 | 0.99 | 0.87 | 1.01 | 1.02 | 0.85 | 0.83 | 0.54 |
| RSquared | NA | 0.84 | 0.77 | 0.9 | 0.88 | 0.9 | NA | NA | 0.85 | 0.74 | 0.88 | 0.93 | 0.58 | 0.96 | 0.82 | 0.84 | 0.74 | 0.9 | 0.86 | 0.85 | 0.82 | 0.78 | 0.89 | 0.71 | 0.81 | 0.85 | 0.81 | 0.77 | 0.76 | 0.8 | 0.43 | 0.27 |
| Yield(%) | N/A | 0.0 | 2.6 | 4.4 | 4.3 | 4.8 | 6.1 | 6.3 | N/A | 4.0 | 5.6 | 4.6 | 3.4 | 5.1 | 6.3 | 5.7 | 5.6 | 6.3 | 5.9 | 6.4 | 6.9 | 8.1 | 9.2 | 9.1 | 11.6 | 8.2 | 8.6 | 8.3 | 11.6 | 14.6 | 9.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -47.0 | -15.1 | -31.3 | -43.9 | N/A | N/A | N/A | -25.6 | 2.9 | 35.7 | -34.0 | -11.0 | 0.6 | 2.9 | -2.2 | -3.1 | -9.7 | -7.5 | -9.4 | -15.6 | 5.8 | 6.9 | -1.2 | -10.4 | 6.5 | -34.4 | -23.7 | 71.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2002
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