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FSISX: Federated Short-Term Income Svc (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/30/1992 |
Last Dividend Date: | 12/16/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.10% |
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Performance Analytics (As of 06/23/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 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(%) | -4.0 | 8.9 | -0.9 | -0.4 | 0.3 | 1.3 | 1.6 | 2.6 | 4.4 | -21.1 | 18.2 | 0.9 | 1.7 | 1.3 | 0.2 | 0.8 | 0.2 | 3.0 | 2.0 | 3.6 | 10.5 | -1.5 | 4.1 | 4.5 | 2.2 | 2.1 | 1.1 | 3.1 | 6.6 | 8.5 | 3.4 | 5.5 | 6.2 | 5.1 | 10.6 | -0.8 | 5.2 | 6.1 |
Sharpe Ratio | NA | 0.29 | -0.1 | -0.08 | -0.04 | NA | NA | 0.22 | 0.38 | -1.01 | 0.2 | -0.29 | 1.15 | 1.02 | 0.22 | 1.04 | 0.13 | 3.05 | 1.47 | 2.25 | 4.41 | -0.78 | 0.51 | 0.72 | 0.05 | 0.7 | 0.2 | 1.03 | 1.61 | 1.96 | 0.08 | 0.89 | 1.23 | 0.69 | 2.86 | -1.52 | 1.61 | 1.84 |
Draw Down(%) | NA | 19.4 | 36.8 | 36.8 | 36.8 | NA | NA | 36.8 | 8.6 | 33.5 | 9.7 | 0.3 | 0.2 | 0.6 | 0.5 | 0.4 | 1.2 | 0.2 | 0.8 | 1.1 | 0.8 | 4.5 | 0.7 | 0.5 | 0.6 | 1.4 | 1.5 | 0.9 | 1.7 | 0.6 | 0.9 | 1.3 | 0.5 | 1.4 | 0.8 | 2.0 | 0.7 | 1.0 |
Standard Deviation(%) | NA | 18.8 | 21.1 | 19.4 | 11.0 | NA | NA | 5.9 | 12.9 | 22.4 | 24.3 | 1.0 | 0.9 | 1.1 | 0.8 | 0.7 | 0.9 | 1.0 | 1.3 | 1.5 | 2.4 | 3.1 | 2.1 | 1.8 | 1.4 | 1.7 | 2.0 | 2.0 | 2.7 | 2.3 | 2.2 | 2.4 | 2.1 | 2.3 | 2.4 | 2.5 | 2.0 | 2.3 |
Treynor Ratio | NA | 0.03 | -0.02 | -0.01 | 0.0 | NA | NA | 0.01 | 0.12 | -0.1 | 0.04 | -0.01 | 0.03 | 0.03 | 0.01 | 0.03 | 0.0 | 0.06 | 0.03 | 0.06 | 0.17 | -0.04 | 0.02 | 0.02 | 0.0 | 0.02 | 0.01 | 0.04 | 0.06 | 0.06 | 0.0 | 0.03 | 0.03 | 0.02 | 0.09 | -0.05 | 0.05 | 0.08 |
Alpha | NA | 0.02 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | 0.02 | -0.04 | 0.02 | 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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 |
Beta | NA | 1.78 | 1.37 | 1.37 | 1.31 | NA | NA | 1.04 | 0.42 | 2.27 | 1.33 | 0.43 | 0.37 | 0.39 | 0.27 | 0.27 | 0.4 | 0.47 | 0.61 | 0.62 | 0.6 | 0.6 | 0.71 | 0.81 | 0.68 | 0.68 | 0.75 | 0.57 | 0.71 | 0.76 | 0.79 | 0.76 | 0.77 | 0.71 | 0.73 | 0.73 | 0.64 | 0.54 |
RSquared | NA | 0.14 | 0.35 | 0.35 | 0.34 | NA | NA | 0.34 | 0.02 | 0.15 | 0.76 | 0.38 | 0.28 | 0.35 | 0.29 | 0.26 | 0.37 | 0.36 | 0.51 | 0.63 | 0.52 | 0.61 | 0.69 | 0.7 | 0.55 | 0.67 | 0.65 | 0.63 | 0.72 | 0.75 | 0.81 | 0.78 | 0.79 | 0.81 | 0.73 | 0.7 | 0.54 | 0.52 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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