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FSGIX: Federated US Gov Sec Fd 1 3 Years Instit Sr (MUTUAL FUND)
Basic Info 9.59 0(0.0%) May 16
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (38%) |
Start Date: | 06/29/1992 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.80% |
Expenses | 0.37% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.3 | 2.4 | -0.5 | 0.4 | 0.3 | 0.3 | 1.2 | 2.1 | 3.8 | -4.3 | -1.5 | 2.5 | 2.6 | 0.8 | -0.2 | 0.3 | -0.4 | -0.9 | -0.8 | -0.2 | 1.0 | 1.6 | 0.9 | 6.1 | 6.7 | 3.5 | 1.2 | 0.2 | 1.0 | 4.3 | 7.0 | 6.9 | 2.3 | 6.1 | 5.8 | 4.3 | 9.4 | 0.4 | 4.2 | 2.9 |
Sharpe Ratio | NA | -1.52 | -0.75 | -1.21 | -0.59 | -0.49 | NA | NA | 0.35 | -0.15 | -2.42 | -1.65 | 1.92 | 0.79 | -0.48 | -1.02 | 0.11 | -0.34 | -0.14 | -0.87 | -0.26 | 0.85 | 1.23 | 0.39 | 1.8 | 1.69 | 0.12 | -0.68 | -0.53 | 0.25 | 1.89 | 2.07 | 1.45 | -0.46 | 1.3 | 1.14 | 0.36 | 2.4 | -1.11 | 1.47 | 1.89 |
Draw Down(%) | NA | 1.0 | 1.5 | 6.3 | 6.9 | 6.9 | NA | NA | 6.9 | 1.6 | 5.3 | 1.5 | 0.5 | 0.7 | 0.7 | 0.7 | 0.9 | 1.1 | 5.4 | 1.3 | 0.8 | 0.4 | 0.6 | 1.2 | 1.8 | 0.7 | 0.6 | 0.7 | 1.5 | 0.8 | 0.9 | 1.2 | 0.5 | 0.9 | 0.8 | 0.6 | 1.2 | 0.6 | 2.0 | 0.5 | 1.0 |
Standard Deviation(%) | NA | 2.2 | 2.4 | 2.4 | 2.0 | 1.6 | NA | NA | 2.1 | 3.0 | 2.4 | 0.9 | 1.2 | 1.5 | 1.0 | 0.8 | 1.0 | 1.2 | 6.6 | 1.0 | 0.8 | 1.1 | 1.2 | 2.0 | 2.9 | 2.2 | 1.8 | 1.4 | 1.5 | 1.4 | 1.7 | 2.3 | 2.0 | 1.9 | 2.2 | 2.0 | 2.3 | 2.3 | 2.3 | 1.5 | 1.9 |
Treynor Ratio | NA | -0.04 | -0.02 | -0.04 | -0.02 | -0.01 | NA | NA | 0.01 | -0.01 | -0.08 | -0.03 | 0.03 | 0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.03 | -0.02 | 0.02 | 0.03 | 0.01 | 0.07 | 0.05 | 0.0 | -0.01 | -0.01 | 0.01 | 0.06 | 0.08 | 0.04 | -0.01 | 0.04 | 0.03 | 0.01 | 0.08 | -0.03 | 0.04 | 0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.77 | 0.77 | 0.76 | 0.74 | 0.7 | NA | NA | 0.68 | 0.78 | 0.75 | 0.46 | 0.68 | 0.65 | 0.57 | 0.43 | 0.55 | 0.64 | 0.85 | 0.26 | 0.09 | 0.44 | 0.52 | 0.75 | 0.77 | 0.77 | 0.79 | 0.68 | 0.61 | 0.49 | 0.5 | 0.58 | 0.72 | 0.69 | 0.74 | 0.76 | 0.7 | 0.71 | 0.73 | 0.55 | 0.58 |
RSquared | NA | 0.86 | 0.85 | 0.84 | 0.8 | 0.72 | NA | NA | 0.51 | 0.88 | 0.85 | 0.29 | 0.62 | 0.64 | 0.48 | 0.29 | 0.49 | 0.55 | 0.02 | 0.07 | 0.01 | 0.31 | 0.51 | 0.76 | 0.76 | 0.77 | 0.74 | 0.64 | 0.73 | 0.68 | 0.69 | 0.65 | 0.8 | 0.8 | 0.82 | 0.79 | 0.85 | 0.82 | 0.77 | 0.62 | 0.77 |
Yield(%) | N/A | 1.2 | 3.8 | 1.9 | 1.6 | 1.2 | 1.1 | 1.6 | N/A | 3.5 | 1.3 | 0.0 | 0.3 | 2.2 | 1.3 | 0.8 | 0.5 | 0.4 | 0.3 | 0.0 | 0.9 | 1.7 | 1.1 | 1.4 | 3.2 | 4.1 | 4.1 | 2.7 | 1.8 | 1.6 | 2.9 | 4.4 | 5.6 | 4.3 | 4.6 | 4.7 | 4.7 | 6.0 | 4.4 | 3.5 | 2.7 |
Dividend Growth(%) | N/A | -64.7 | 65.9 | 60.4 | 75.6 | -43.2 | N/A | N/A | N/A | 161.5 | N/A | -100.0 | -86.4 | 69.2 | 62.5 | 60.0 | 25.0 | 33.3 | N/A | -100.0 | -47.4 | 58.3 | -20.0 | -55.9 | -19.0 | -2.3 | 48.3 | 52.6 | 11.8 | -45.2 | -32.6 | -20.7 | 28.9 | -6.2 | -2.0 | 0.0 | -19.7 | 32.6 | 24.3 | 32.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.07% (98%)
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