Find A Portfolio/Ticker
Comparison Box
STISX: Federated Strategic Income Instl (MUTUAL FUND)
Basic Info 9.52 0.01(0.11%) June 23
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 02/01/2008 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 3.66% |
| Expenses | 1.02% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/22/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 3.5 | 12.7 | 7.1 | 5.6 | 4.7 | 4.5 | 6.6 | 13.2 | -3.0 | 4.3 | 11.1 | -2.9 | 3.2 | 0.1 | 10.8 | 5.2 | 10.0 | 24.8 | -20.3 |
| SR | NA | 2.02 | 3.29 | 0.96 | 0.93 | 0.95 | 0.87 | 0.61 | 4.84 | -1.59 | 1.66 | 2.39 | -0.83 | 1.11 | 0.01 | 4.77 | 1.42 | 2.84 | 5.09 | -3.02 |
| DD(%) | NA | 2.1 | 2.5 | 18.2 | 18.2 | 18.2 | 24.8 | 18.2 | 0.7 | 4.4 | 1.6 | 4.0 | 7.0 | 4.5 | 5.8 | 2.5 | 5.5 | 4.2 | 5.1 | 24.8 |
| SD(%) | NA | 3.4 | 3.7 | 6.5 | 5.3 | 4.5 | 4.7 | 10.5 | 2.4 | 2.7 | 2.2 | 4.6 | 3.5 | 2.9 | 3.3 | 2.3 | 3.6 | 3.5 | 4.9 | 7.6 |
| TR | NA | 0.32 | 1.04 | 0.22 | 0.22 | 0.32 | 0.2 | 0.14 | -5.74 | -0.18 | 0.37 | -0.85 | 0.39 | -0.33 | 0.0 | -1.3 | 0.96 | 0.71 | 1.32 | -0.48 |
| Alpha(%) | NA | 0.03 | 0.05 | 0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.04 | -0.02 | 0.01 | 0.04 | -0.01 | 0.01 | 0.01 | 0.04 | 0.02 | 0.03 | 0.08 | -0.11 |
| Beta(%) | NA | 0.21 | 0.12 | 0.28 | 0.23 | 0.14 | 0.2 | 0.46 | -0.02 | 0.24 | 0.1 | -0.13 | -0.07 | -0.1 | 0.52 | -0.08 | 0.05 | 0.14 | 0.19 | 0.47 |
| RS | NA | 0.05 | 0.01 | 0.03 | 0.02 | 0.01 | 0.03 | 0.05 | 0.0 | 0.06 | 0.02 | 0.01 | 0.01 | 0.01 | 0.29 | 0.01 | 0.0 | 0.03 | 0.03 | 0.16 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CTIVX (Columbia Strategic Income R5) 0.04% (93%)
- STISX (Federated Strategic Income Instl) 0.11% (90%)
- RNSIX (RiverNorth Doubleline Strategic Inc I) 0.0% (88%)
- CSOAX (Credit Suisse Strategic Income A) 0.0% (88%)
- OSTIX (Osterweis Strategic Income) 0.09% (87%)
- HSNTX (Hartford Strategic Income R5) 0.0% (85%)
- LSFIX (Loomis Sayles Fixed Income) 0.0% (84%)
- BMSIX (BlackRock Multi-Sector Bond Instl) 0.0% (83%)
- AGDYX (AllianceBern High Income Advisor) 0.12% (82%)
- PIMIX (PIMCO Income Instl) 0.0% (82%)
Best Closed End Funds
- PTY (PIMCO Corporate & Income Opportunity Fds) 0.05% (100%)
- PCN (PIMCO Corporate & Income Strgy) 0.05% (100%)
- PCM (PCM Fund) 0.25% (99%)
- MMT (MFS Multi-Market Income Common) 0.16% (99%)
- EHI (Western Asset Global High Inc Common) 0.48% (98%)
- PKO (PIMCO Income Opportunity Common) 0.04% (98%)
- PCI (PIMCO Dynamic Credit Income) 0.31% (97%)
- ERC (Wells Fargo Advantage Multi-Sec Inc) 0.47% (97%)
- PFN (PIMCO Income Strategy Fund II Common) 0.46% (96%)
- PFL (PIMCO Income Strategy) 0.71% (96%)
Latest Articles Related to STISX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments