Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSHIX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST INSTITUTIONAL SHARES) | 1.61% | 3.50% | 2.99% | 1.37% | 1.41% | 1.62% | 1.98% | 3.70% |
Data as of 07/03/2025, AR inception is 09/29/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSHIX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST INSTITUTIONAL SHARES) | 09/29/1981 | 07/03/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.50 | 2.99 | 1.37 | 1.41 | 1.62 | 1.98 | 3.70 | 1.61 | 2.81 | 4.32 | -3.76 | 0.12 | 1.97 | 3.34 | 1.20 | 2.16 | -0.05 | 0.60 | 2.13 | 0.45 | 2.43 | 5.15 | 1.34 | 6.76 | 0.19 | 3.09 | 3.30 | 1.44 | 1.39 | 2.45 | 5.24 | 5.52 | 5.10 | 1.49 | 4.85 | 4.51 | 4.02 | 8.09 | 0.12 | 4.05 | 5.11 | 7.33 | 6.27 | 6.51 | 5.60 | 2.28 | 7.62 | 6.55 | 6.88 | 5.56 | 10.25 | 3.07 |
| Sharpe Ratio | NA | 0.12 | -0.17 | -0.41 | -0.01 | NA | NA | 0.54 | 0.07 | -0.45 | 0.39 | -3.00 | 0.11 | 0.43 | 1.96 | -0.24 | 1.65 | -0.29 | 0.72 | 2.52 | 0.33 | 2.36 | 4.28 | 1.12 | 4.76 | -0.34 | -0.04 | -0.09 | -0.79 | 0.29 | 1.24 | 2.55 | 1.93 | 0.62 | -1.23 | 0.85 | 0.54 | 0.20 | 2.23 | -1.50 | 1.22 | 1.53 | 1.91 | 0.42 | 0.31 | 0.40 | -0.92 | 1.59 | 0.42 | -0.06 | -0.36 | 0.72 | 1.17 |
| Standard Deviation(%) | NA | 2.32 | 1.90 | 1.67 | 1.81 | NA | NA | 1.78 | 2.63 | 1.81 | 1.73 | 1.74 | 0.90 | 3.98 | 0.95 | 0.79 | 0.91 | 0.92 | 0.80 | 0.84 | 1.28 | 1.01 | 1.19 | 1.11 | 1.40 | 2.26 | 1.41 | 1.30 | 1.04 | 1.41 | 1.40 | 1.61 | 1.61 | 1.40 | 1.53 | 1.63 | 1.55 | 1.83 | 1.84 | 1.98 | 1.54 | 1.69 | 1.78 | 1.83 | 1.82 | 1.78 | 2.10 | 2.04 | 2.55 | 2.57 | 2.04 | 3.32 | 3.14 |
| Draw Down(%) | NA | 1.90 | 2.77 | 6.17 | 7.07 | NA | NA | 7.07 | 1.90 | 1.14 | 1.49 | 5.68 | 1.05 | 7.07 | 0.77 | 0.34 | 0.63 | 1.51 | 0.91 | 0.58 | 2.07 | 0.86 | 1.08 | 1.41 | 0.82 | 3.39 | 0.79 | 0.49 | 0.56 | 1.59 | 1.09 | 1.53 | 0.94 | 0.40 | 0.82 | 0.78 | 0.87 | 1.10 | 0.58 | 1.90 | 0.67 | 0.67 | 0.20 | 0.39 | 0.70 | 0.49 | 2.03 | 0.87 | 1.07 | 0.56 | 0.18 | 0.51 | 0.00 |
| Yield(%) | 0.00 | 2.65 | 2.44 | 1.81 | 1.68 | 1.71 | 2.05 | 3.70 | 1.20 | 2.76 | 2.51 | 1.28 | 0.88 | 1.37 | 1.84 | 1.77 | 1.46 | 1.32 | 1.37 | 1.44 | 1.51 | 1.83 | 2.12 | 1.74 | 2.99 | 3.47 | 3.53 | 3.34 | 2.88 | 2.53 | 2.71 | 3.49 | 4.16 | 4.38 | 4.17 | 4.27 | 4.31 | 4.22 | 4.26 | 3.88 | 3.98 | 4.59 | 5.65 | 5.99 | 5.82 | 5.49 | 4.91 | 5.47 | 6.09 | 6.27 | 5.91 | 8.05 | 3.24 |
Data as of 07/03/2025, AR inception is 09/29/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHIX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST INSTITUTIONAL SHARES) |
-1.04%
Oct 2019 - Oct 2022 |
0.17%
Oct 2017 - Oct 2022 |
0.62%
Oct 2012 - Oct 2022 |
1.50%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHIX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST INSTITUTIONAL SHARES) |
7.55%
Dec 1981 - Dec 1984 |
7.39%
Oct 1981 - Oct 1986 |
6.47%
Dec 1981 - Dec 1991 |
5.74%
Oct 1981 - Oct 1996 |
Annualized Rolling Returns Comparison Chart