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FTRGX: Federated Total Return Govt Bd Instl (MUTUAL FUND)
Basic Info 9.79 0.01(0.10%) March 30
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 1.47% |
| Expenses | 0.31% |
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Performance Analytics (As of 03/24/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.0 | 2.4 | -2.7 | -3.3 | 1.1 | 2.6 | 0.9 | -10.1 | -2.5 | 8.1 | 6.3 | 1.2 | 2.5 | 1.2 | 0.5 | 18.0 | -2.5 | 3.1 | 7.4 | 4.5 | 0.2 | 11.5 | 8.3 | 3.6 | 2.7 | 3.6 | 2.8 | 12.5 | 7.4 | 13.5 | -3.8 | 11.1 | 9.7 | 6.8 |
| SR | NA | 1.23 | -0.61 | -0.64 | 0.07 | 0.19 | -0.06 | -1.6 | -0.7 | 1.42 | 1.23 | -0.06 | 0.64 | 0.29 | 0.12 | -0.04 | -0.95 | 1.09 | 1.77 | 1.1 | 0.02 | 1.69 | 1.35 | 0.08 | 0.17 | 0.62 | 0.38 | 2.16 | 0.85 | 1.99 | -0.84 | 1.4 | -9.78 | 1.67 |
| DD(%) | NA | 3.6 | 9.2 | 16.9 | 16.9 | 16.9 | 16.9 | 13.7 | 3.8 | 4.2 | 2.6 | 2.4 | 1.7 | 4.8 | 3.0 | 0.9 | 4.1 | 1.9 | 2.4 | 3.6 | 3.8 | 3.1 | 2.1 | 2.0 | 2.4 | 4.7 | 6.4 | 2.9 | 5.2 | 3.1 | 7.3 | 3.8 | 3.3 | 2.4 |
| SD(%) | NA | 8.3 | 7.6 | 5.5 | 5.2 | 6.6 | 6.6 | 7.2 | 3.6 | 5.5 | 4.0 | 2.9 | 2.9 | 3.5 | 3.8 | 19.8 | 2.7 | 2.8 | 4.2 | 4.0 | 5.2 | 6.2 | 4.0 | 3.3 | 3.3 | 4.2 | 5.7 | 5.3 | 6.1 | 4.8 | 8.4 | 5.6 | 4.6 | 5.8 |
| TR | NA | 0.11 | -0.05 | -0.04 | 0.0 | 0.14 | -0.04 | -0.12 | -0.02 | 0.06 | 0.05 | 0.0 | 0.02 | 0.01 | 0.01 | -0.09 | -0.04 | 0.04 | 0.09 | 0.06 | 0.0 | 0.14 | 0.07 | 0.0 | 0.01 | 0.03 | 0.02 | 0.13 | 0.06 | 0.09 | -0.06 | 0.08 | -0.45 | 0.1 |
| Alpha(%) | NA | 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 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta(%) | NA | 0.89 | 0.97 | 1.0 | 1.02 | 0.09 | 0.09 | 1.0 | 1.03 | 1.26 | 0.99 | 0.92 | 0.91 | 0.88 | 0.84 | 0.08 | 0.66 | 0.84 | 0.79 | 0.72 | 0.75 | 0.77 | 0.79 | 0.88 | 0.85 | 0.83 | 1.02 | 0.9 | 0.83 | 1.01 | 1.11 | 0.97 | 1.01 | 0.98 |
| RS | NA | 0.92 | 0.93 | 0.87 | 0.88 | 0.65 | 0.65 | 0.91 | 0.79 | 0.86 | 0.89 | 0.84 | 0.85 | 0.88 | 0.92 | 0.99 | 0.89 | 0.89 | 0.9 | 0.92 | 0.93 | 0.87 | 0.86 | 0.92 | 0.91 | 0.92 | 0.95 | 0.95 | 0.82 | 0.94 | 0.47 | 0.92 | 0.92 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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* Day change on 03/30/2023.Latest Articles Related to FTRGX
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