Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FGCIX (FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) | 2.81% | 3.77% | 3.02% | 1.00% | 1.94% | 2.18% | NA | 3.21% |
Data as of 08/01/2025, AR inception is 09/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGCIX (FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) | 09/06/2005 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 3.77 | 3.02 | 1.00 | 1.94 | 2.18 | NA | 3.21 | 2.81 | 2.74 | 4.88 | -5.57 | -0.64 | 4.89 | 5.19 | 0.81 | 1.70 | 3.32 | 0.35 | 2.48 | -0.16 | 4.14 | 5.03 | 6.92 | 8.04 | 4.32 | 8.16 | 3.84 | -1.60 |
| Sharpe Ratio | NA | 0.23 | -0.11 | -0.40 | 0.21 | NA | NA | 0.64 | 0.69 | -1.45 | 0.18 | -2.04 | -0.52 | 2.47 | 2.11 | -0.39 | 0.80 | 1.75 | 0.18 | 1.59 | -0.07 | 2.03 | 1.53 | 2.05 | 1.49 | 0.57 | 1.40 | 0.21 | -3.57 |
| Standard Deviation(%) | NA | 2.61 | 3.14 | 2.74 | 2.28 | NA | NA | 2.98 | 2.67 | 2.65 | 3.54 | 3.41 | 1.26 | 1.88 | 1.79 | 1.29 | 1.34 | 1.78 | 1.80 | 1.56 | 2.65 | 2.03 | 3.27 | 3.33 | 5.33 | 5.97 | 3.70 | 2.78 | 2.08 |
| Draw Down(%) | NA | 1.33 | 3.90 | 8.44 | 8.44 | NA | NA | 8.44 | 1.28 | 1.52 | 2.12 | 7.68 | 1.20 | 2.54 | 1.05 | 0.96 | 0.76 | 1.50 | 1.59 | 1.38 | 3.76 | 1.22 | 1.50 | 2.93 | 2.54 | 6.56 | 1.63 | 1.66 | 2.20 |
| Yield(%) | 0.00 | 2.81 | 2.52 | 1.85 | 2.05 | 2.25 | 2.95 | 3.10 | 1.40 | 2.91 | 2.45 | 1.55 | 0.95 | 1.59 | 2.38 | 2.24 | 1.98 | 2.32 | 2.57 | 2.77 | 2.17 | 2.11 | 3.03 | 3.43 | 6.16 | 7.16 | 4.76 | 4.24 | 0.00 |
Data as of 08/01/2025, AR inception is 09/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGCIX (FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) |
-1.37%
Oct 2020 - Oct 2023 |
0.49%
Oct 2017 - Oct 2022 |
1.05%
Oct 2012 - Oct 2022 |
2.14%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGCIX (FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) |
8.41%
Oct 2008 - Oct 2011 |
6.94%
May 2006 - May 2011 |
4.70%
Jun 2006 - Jun 2016 |
3.96%
Apr 2006 - Apr 2021 |
Annualized Rolling Returns Comparison Chart