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FSGTX: FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS CLASS Y SHARES (MUTUAL FUND)
Basic Info
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/31/2001 |
Last Dividend Date: | 10/31/2022 |
12-Mo. Yield | 1.56% |
Expenses | 0.37% |
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Performance Analytics (As of 10/31/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/01/2001 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | -3.9 | -0.5 | 0.5 | 0.3 | 1.1 | 1.4 | 1.4 | -3.7 | -0.9 | 3.1 | 3.0 | 1.3 | 0.3 | 0.8 | 0.1 | -0.4 | -0.2 | 0.3 | 1.5 | 2.1 | 1.3 | 6.7 | 7.2 | 4.0 | 1.7 | 0.3 | -0.6 | 1.3 | 1.6 |
Sharpe Ratio | NA | -2.13 | -0.62 | -0.2 | -0.06 | NA | NA | 0.27 | -2.24 | -1.07 | 2.34 | 1.02 | -0.02 | -0.34 | 0.54 | 0.03 | -0.07 | -0.26 | 0.31 | 1.25 | 1.57 | 0.62 | 1.95 | 1.86 | 0.37 | -0.31 | -0.41 | -1.03 | 0.14 | 0.99 |
Draw Down(%) | NA | 4.5 | 5.0 | 5.0 | 5.0 | NA | NA | 5.0 | 4.1 | 0.9 | 0.5 | 0.7 | 0.6 | 0.6 | 0.8 | 0.8 | 4.9 | 1.0 | 0.6 | 0.4 | 0.5 | 1.2 | 1.7 | 0.7 | 0.6 | 0.7 | 1.4 | 1.2 | 1.4 | 1.2 |
Standard Deviation(%) | NA | 2.3 | 1.6 | 1.5 | 2.4 | NA | NA | 2.1 | 2.4 | 0.9 | 1.2 | 1.5 | 1.1 | 1.0 | 1.1 | 1.3 | 6.6 | 1.0 | 0.8 | 1.2 | 1.3 | 2.0 | 2.9 | 2.3 | 1.9 | 1.5 | 1.5 | 1.3 | 1.5 | 2.3 |
Treynor Ratio | NA | -0.06 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.07 | -0.02 | 0.04 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.03 | 0.03 | 0.04 | 0.02 | 0.07 | 0.05 | 0.01 | -0.01 | -0.01 | -0.03 | 0.01 | 0.04 |
Alpha | NA | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 |
Beta | NA | 0.75 | 0.7 | 0.7 | 0.67 | NA | NA | 0.64 | 0.76 | 0.4 | 0.69 | 0.72 | 0.63 | 0.56 | 0.61 | 0.65 | 0.85 | 0.31 | 0.1 | 0.47 | 0.55 | 0.77 | 0.78 | 0.8 | 0.84 | 0.72 | 0.61 | 0.42 | 0.38 | 0.57 |
RSquared | NA | 0.82 | 0.71 | 0.68 | 0.17 | NA | NA | 0.34 | 0.84 | 0.24 | 0.59 | 0.7 | 0.52 | 0.34 | 0.5 | 0.55 | 0.02 | 0.1 | 0.01 | 0.32 | 0.52 | 0.76 | 0.76 | 0.77 | 0.75 | 0.64 | 0.7 | 0.56 | 0.51 | 0.74 |
Yield(%) | N/A | 1.4 | 1.3 | 1.6 | 1.3 | 1.7 | 1.9 | N/A | 1.4 | 0.6 | 1.4 | 2.4 | 2.2 | 1.3 | 1.1 | 1.0 | 0.9 | 0.8 | 1.7 | 2.3 | 1.1 | 2.1 | 3.8 | 4.6 | 4.4 | 3.4 | 1.9 | 0.0 | 0.0 | 0.8 |
Dividend Growth(%) | N/A | 75.0 | -28.6 | 61.5 | -48.9 | N/A | N/A | N/A | 133.3 | -57.1 | -41.7 | 9.1 | 69.2 | 18.2 | 0.0 | 10.0 | 11.1 | -50.0 | -28.0 | 108.3 | -47.8 | -42.5 | -16.7 | 4.3 | 27.8 | 80.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2001
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