Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSHSX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST SERVICE SHARES) | 1.29% | 2.40% | 2.12% | 0.79% | 1.06% | 1.28% | 1.69% | 2.42% |
Data as of 07/29/2025, AR inception is 08/31/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSHSX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST SERVICE SHARES) | 08/31/1993 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.40 | 2.12 | 0.79 | 1.06 | 1.28 | 1.69 | 2.42 | 1.29 | 2.01 | 3.86 | -4.13 | -0.03 | 1.73 | 3.09 | 0.94 | 1.89 | -0.28 | 0.35 | 1.87 | 0.22 | 2.16 | 4.94 | 1.21 | 6.52 | -0.03 | 2.88 | 3.07 | 1.21 | 1.21 | 2.20 | 4.94 | 5.24 | 4.84 | 1.24 | 4.58 | 4.27 | 3.75 | 7.83 | -0.14 | 1.21 |
| Sharpe Ratio | NA | -0.38 | -0.62 | -0.80 | -0.22 | NA | NA | 0.39 | -0.36 | -2.56 | -0.23 | -3.24 | -0.06 | 0.38 | 1.80 | -0.51 | 1.43 | -0.59 | 0.41 | 2.20 | 0.15 | 2.22 | 4.19 | 1.02 | 4.69 | -0.43 | -0.08 | -0.16 | -0.98 | 0.19 | 1.11 | 2.47 | 1.90 | 0.56 | -1.34 | 0.80 | 0.50 | 0.14 | 2.22 | -1.60 | 1.01 |
| Standard Deviation(%) | NA | 2.04 | 1.81 | 1.59 | 1.76 | NA | NA | 1.55 | 2.05 | 1.79 | 1.74 | 1.71 | 0.89 | 3.93 | 0.94 | 0.73 | 0.89 | 0.83 | 0.78 | 0.84 | 1.25 | 0.96 | 1.17 | 1.10 | 1.37 | 2.23 | 1.37 | 1.25 | 0.99 | 1.38 | 1.36 | 1.55 | 1.56 | 1.34 | 1.47 | 1.57 | 1.50 | 1.78 | 1.80 | 1.93 | 1.57 |
| Draw Down(%) | NA | 1.60 | 2.71 | 6.41 | 6.98 | NA | NA | 6.98 | 1.60 | 1.19 | 1.44 | 5.91 | 1.05 | 6.98 | 0.77 | 0.29 | 0.67 | 1.58 | 0.98 | 0.58 | 2.09 | 0.86 | 1.10 | 1.47 | 0.84 | 3.41 | 0.79 | 0.49 | 0.58 | 1.63 | 1.11 | 1.53 | 0.96 | 0.40 | 0.84 | 0.78 | 0.87 | 1.12 | 0.58 | 1.93 | 0.29 |
| Yield(%) | 0.00 | 1.98 | 1.84 | 1.32 | 1.32 | 1.38 | 1.76 | 2.46 | 0.88 | 1.89 | 2.07 | 1.00 | 0.50 | 1.12 | 1.60 | 1.52 | 1.20 | 1.09 | 1.12 | 1.18 | 1.28 | 1.57 | 1.92 | 1.60 | 2.76 | 3.25 | 3.32 | 3.12 | 2.65 | 2.34 | 2.46 | 3.20 | 3.89 | 4.13 | 3.93 | 4.01 | 4.08 | 3.96 | 4.01 | 3.63 | 1.22 |
Data as of 07/29/2025, AR inception is 08/31/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHSX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST SERVICE SHARES) |
-1.27%
Oct 2019 - Oct 2022 |
-0.09%
Oct 2017 - Oct 2022 |
0.38%
Oct 2012 - Oct 2022 |
1.26%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHSX (FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST SERVICE SHARES) |
5.27%
Dec 1994 - Dec 1997 |
4.41%
Nov 1994 - Nov 1999 |
3.99%
Mar 1994 - Mar 2004 |
3.58%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart