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STISX: Federated Strategic Income Instl (MUTUAL FUND)
Basic Info 9.55 0(0.0%) September 17
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 02/01/2008 |
| Last Dividend Date: | 08/19/2021 |
| 12-Mo. Yield | 4.00% |
| Expenses | 1.02% |
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Performance Analytics (As of 09/17/2021)
| 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 | 4.4 | 9.7 | 7.1 | 5.2 | 4.8 | 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 | 2.06 | 2.75 | 0.98 | 0.84 | 0.99 | 0.88 | 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 | 2.1 | 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 | 3.1 | 3.5 | 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 | 0.62 | 1.28 | 0.25 | 0.19 | 0.35 | 0.21 | 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 | 0.02 | 0.04 | 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 | 0.1 | 0.08 | 0.26 | 0.24 | 0.13 | 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 | 0.01 | 0.01 | 0.03 | 0.03 | 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
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
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