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FSTIX: FEDERATED SHORT-TERM INCOME FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 8.35 0.01(0.12%) April 29
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (82%) |
Start Date: | 07/30/1986 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 1.98% |
Expenses | 0.66% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/21/1986 |
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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.4 | 4.1 | 0.5 | 1.5 | 1.5 | 2.1 | 2.3 | 4.0 | 4.9 | -3.4 | -0.4 | 3.5 | 4.3 | 1.4 | 1.8 | 1.5 | 0.4 | 0.9 | 0.2 | 3.2 | 2.2 | 3.7 | 10.8 | -1.2 | 4.3 | 4.7 | 2.4 | 2.1 | 1.3 | 2.2 | 6.9 | 8.7 | 3.7 | 5.7 | 6.4 | 5.4 | 10.9 | -0.5 | 5.5 | 6.1 | 13.9 | 2.0 | 9.4 | 8.6 | 4.9 | 4.7 |
Sharpe Ratio | NA | -1.09 | -0.02 | -0.86 | -0.03 | 0.25 | NA | NA | 0.88 | 0.26 | -2.58 | -0.4 | 1.53 | 1.86 | 0.12 | 1.22 | 1.18 | 0.42 | 1.08 | 0.22 | 3.28 | 1.57 | 2.32 | 4.45 | -0.68 | 0.61 | 0.81 | 0.14 | 0.68 | 0.31 | 0.6 | 1.68 | 2.02 | 0.19 | 0.99 | 1.31 | 0.79 | 2.91 | -1.38 | 1.69 | 1.66 | 3.41 | -0.96 | 1.14 | 1.35 | 0.22 | 2.5 |
Draw Down(%) | NA | 0.8 | 1.1 | 5.3 | 5.3 | 5.3 | NA | NA | 5.3 | 1.2 | 4.6 | 0.8 | 4.2 | 0.7 | 0.2 | 0.2 | 0.6 | 0.5 | 0.4 | 1.1 | 0.2 | 0.8 | 1.1 | 0.8 | 4.3 | 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 | 1.4 | 2.5 | 0.6 | 0.9 | 2.0 | 0.6 |
Standard Deviation(%) | NA | 2.4 | 2.4 | 2.1 | 2.0 | 1.6 | NA | NA | 2.2 | 2.6 | 1.9 | 0.9 | 2.1 | 1.6 | 1.0 | 0.9 | 1.1 | 0.9 | 0.9 | 0.9 | 1.0 | 1.4 | 1.6 | 2.4 | 3.1 | 2.2 | 1.8 | 1.5 | 1.7 | 2.1 | 1.9 | 2.8 | 2.3 | 2.3 | 2.5 | 2.2 | 2.4 | 2.4 | 2.5 | 2.0 | 2.2 | 2.9 | 3.4 | 3.2 | 2.9 | 3.7 | 3.1 |
Treynor Ratio | NA | -0.03 | 0.0 | -0.03 | 0.0 | 0.01 | NA | NA | 0.03 | 0.01 | -0.11 | -0.01 | 0.05 | 0.04 | 0.0 | 0.03 | 0.03 | 0.01 | 0.03 | 0.01 | 0.08 | 0.03 | 0.06 | 0.17 | -0.04 | 0.02 | 0.02 | 0.0 | 0.02 | 0.01 | 0.02 | 0.06 | 0.06 | 0.01 | 0.03 | 0.04 | 0.03 | 0.09 | -0.05 | 0.05 | 0.07 | 0.16 | -0.05 | 0.05 | 0.05 | 0.01 | 0.12 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.78 | 0.69 | 0.57 | 0.58 | 0.54 | NA | NA | 0.66 | 0.68 | 0.44 | 0.41 | 0.59 | 0.69 | 0.48 | 0.41 | 0.41 | 0.31 | 0.32 | 0.4 | 0.43 | 0.63 | 0.63 | 0.61 | 0.61 | 0.73 | 0.83 | 0.7 | 0.68 | 0.77 | 0.5 | 0.73 | 0.78 | 0.81 | 0.78 | 0.8 | 0.72 | 0.75 | 0.74 | 0.68 | 0.57 | 0.64 | 0.71 | 0.74 | 0.79 | 0.58 | 0.67 |
RSquared | NA | 0.79 | 0.83 | 0.75 | 0.71 | 0.63 | NA | NA | 0.58 | 0.84 | 0.77 | 0.37 | 0.65 | 0.59 | 0.42 | 0.33 | 0.37 | 0.35 | 0.25 | 0.36 | 0.29 | 0.52 | 0.64 | 0.52 | 0.61 | 0.69 | 0.7 | 0.56 | 0.65 | 0.67 | 0.54 | 0.72 | 0.76 | 0.81 | 0.78 | 0.79 | 0.81 | 0.73 | 0.7 | 0.58 | 0.58 | 0.36 | 0.4 | 0.58 | 0.63 | 0.27 | 0.41 |
Yield(%) | N/A | 1.0 | 2.9 | 2.0 | 2.1 | 1.9 | 2.1 | 2.4 | N/A | 2.4 | 1.5 | 1.5 | 1.8 | 2.9 | 2.6 | 1.4 | 1.4 | 1.4 | 1.5 | 1.5 | 2.0 | 2.6 | 2.6 | 3.4 | 4.3 | 4.3 | 4.2 | 2.8 | 2.6 | 2.8 | 3.3 | 5.6 | 6.7 | 5.5 | 5.5 | 5.5 | 6.5 | 7.1 | 5.5 | 5.3 | 5.9 | 7.9 | 9.0 | 10.5 | 9.4 | 9.5 | 4.2 |
Dividend Growth(%) | N/A | -60.0 | 84.6 | -15.0 | 17.6 | -36.4 | -58.7 | N/A | N/A | 53.8 | 0.0 | -13.3 | -37.5 | 9.1 | 83.3 | 0.0 | 0.0 | -7.7 | 0.0 | -23.5 | -22.7 | 0.0 | -18.5 | -25.0 | 0.0 | 2.9 | 45.8 | 9.1 | -8.3 | -17.2 | -40.8 | -14.0 | 18.8 | 0.0 | 0.0 | -15.8 | -5.0 | 20.0 | 4.2 | -11.1 | -20.6 | -20.0 | -14.1 | 10.0 | -5.3 | 126.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/21/1986
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