Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMTAX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST CLASS A SHARES) | 0.78% | 3.60% | 3.45% | 1.46% | 1.32% | 1.31% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMTAX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST CLASS A SHARES) | 12/28/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.60 | 3.45 | 1.46 | 1.32 | 1.31 | NA | … | … | 0.78 | 3.93 | 2.65 | 4.37 | -3.95 | -0.13 | 1.71 | 2.87 | 0.68 | 1.64 | -0.54 | 0.07 | 1.62 | -0.04 | 1.91 | 4.62 | 0.80 | 6.23 | -0.30 | 2.07 | 0.17 |
| Sharpe Ratio | NA | 0.73 | 0.11 | -0.63 | -0.18 | NA | NA | … | … | -0.48 | 0.52 | -0.55 | 0.43 | -3.14 | -0.18 | 0.37 | 1.56 | -1.06 | 1.10 | -0.85 | 0.05 | 2.04 | -0.06 | 1.95 | 4.02 | 0.67 | 4.60 | -0.58 | -0.86 | NA |
| Standard Deviation(%) | NA | 1.29 | 1.81 | 1.69 | 1.81 | NA | NA | … | … | 1.43 | 2.03 | 1.77 | 1.68 | 1.72 | 0.88 | 3.93 | 0.90 | 0.66 | 0.89 | 0.90 | 0.79 | 0.79 | 1.24 | 0.96 | 1.14 | 1.06 | 1.33 | 2.20 | 1.26 | 0.00 |
| Draw Down(%) | NA | 1.18 | 1.90 | 6.28 | 6.98 | NA | NA | … | … | 1.18 | 1.90 | 1.19 | 1.45 | 5.78 | 1.05 | 6.98 | 0.77 | 0.39 | 0.72 | 1.76 | 1.05 | 0.58 | 2.21 | 0.86 | 1.12 | 1.54 | 0.87 | 3.43 | 0.79 | 0.00 |
| Yield(%) | 0.00 | 2.46 | 2.52 | 1.85 | 1.47 | 1.35 | 1.52 | … | … | 0.87 | 2.67 | 2.51 | 2.26 | 0.99 | 0.54 | 1.11 | 1.38 | 1.27 | 0.95 | 0.82 | 0.84 | 0.94 | 1.02 | 1.32 | 1.61 | 1.20 | 2.47 | 2.99 | 2.53 | 0.17 |
Data as of 06/05/2026, Common starting date is 12/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTAX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST CLASS A SHARES) |
-1.24%
Oct 2019 – Oct 2022 |
-0.17%
Oct 2017 – Oct 2022 |
0.21%
Oct 2012 – Oct 2022 |
1.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTAX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST CLASS A SHARES) |
4.01%
Oct 2022 – Oct 2025 |
2.88%
Feb 2008 – Feb 2013 |
1.76%
Aug 2007 – Aug 2017 |
1.47%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart