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FIHLX: FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND CLASS R6 SHARES (MUTUAL FUND)
Basic Info 8.95 0(0.0%) December 02
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (0%) |
Start Date: | 07/06/2016 |
Last Dividend Date: | 10/31/2024 |
12-Mo. Yield | 6.14% |
Expenses | 0.75% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 6.3 | 10.1 | 2.7 | 3.9 | 4.4 | 13.2 | -12.0 | 4.8 | 6.0 | 15.0 | -2.8 | 7.2 | 6.0 |
Sharpe Ratio | NA | 0.01 | 1.11 | -0.2 | 0.19 | 0.5 | 1.54 | -1.65 | 1.7 | 0.48 | 3.81 | -1.07 | 2.24 | 3.15 |
Draw Down(%) | NA | 2.3 | 2.3 | 15.6 | 21.6 | 21.6 | 4.2 | 15.6 | 2.2 | 21.6 | 1.4 | 5.9 | 2.4 | 2.8 |
Standard Deviation(%) | NA | 3.3 | 3.6 | 6.1 | 7.3 | 6.1 | 5.8 | 8.1 | 2.8 | 12.0 | 3.6 | 3.9 | 2.9 | 3.9 |
Treynor Ratio | NA | 0.0 | 0.04 | -0.01 | 0.01 | 0.03 | 0.09 | -0.13 | 0.05 | 0.05 | 0.14 | -0.04 | 0.07 | 0.12 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.93 | 0.95 | 1.01 | 1.06 | 1.04 | 0.99 | 1.03 | 0.96 | 1.11 | 0.95 | 0.96 | 0.91 | 1.0 |
RSquared | NA | 0.8 | 0.83 | 0.9 | 0.92 | 0.91 | 0.91 | 0.91 | 0.66 | 0.96 | 0.8 | 0.84 | 0.79 | 0.76 |
Yield(%) | N/A | 4.9 | 5.6 | 4.9 | 5.1 | N/A | 6.3 | 4.6 | 5.1 | 5.2 | 6.3 | 5.7 | 5.6 | 2.9 |
Dividend Growth(%) | N/A | -17.5 | 2.2 | -9.6 | N/A | N/A | 15.2 | -10.5 | -1.4 | -10.7 | 0.6 | 3.0 | 97.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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