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FIHBX: FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 8.73 0.01(0.11%) May 08
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (79%) |
Start Date: | 11/04/2002 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 6.14% |
Expenses | 0.50% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 1.2 | 10.3 | 1.3 | 3.4 | 4.0 | 7.2 | 6.4 | 7.1 | 13.2 | -11.9 | 4.8 | 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 | -0.92 | 0.97 | -0.23 | 0.21 | 0.48 | NA | NA | 1.11 | 1.54 | -1.66 | 1.71 | 0.48 | 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 | 2.2 | 3.6 | 15.5 | 21.7 | 21.7 | NA | NA | 31.1 | 4.3 | 15.5 | 2.3 | 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 | 3.8 | 4.9 | 6.0 | 7.3 | 6.0 | NA | NA | 5.5 | 5.8 | 8.0 | 2.8 | 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 | -0.04 | 0.05 | -0.01 | 0.01 | 0.03 | NA | NA | 0.06 | 0.09 | -0.13 | 0.05 | 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 | -0.01 | 0.01 | 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 | 0.93 | 0.96 | 1.01 | 1.06 | 1.05 | NA | NA | 1.01 | 0.98 | 1.03 | 0.94 | 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 | 0.82 | 0.85 | 0.9 | 0.92 | 0.91 | NA | NA | 0.85 | 0.89 | 0.93 | 0.64 | 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 | 1.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 4.4 | 4.8 | 5.0 | 6.5 | 5.9 | 6.1 | 6.6 | 6.1 | 6.1 | 7.1 | 7.9 | 9.3 | 9.1 | 11.2 | 8.3 | 8.9 | 8.6 | 11.6 | 14.7 | 9.8 | 0.0 |
Dividend Growth(%) | N/A | -68.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.6 | -8.3 | -4.0 | -16.7 | 1.7 | -1.7 | 0.0 | 0.0 | -3.2 | -15.1 | -3.9 | -18.3 | 6.9 | 10.1 | -6.0 | -10.6 | 5.6 | -32.1 | -24.3 | 69.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2002
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