Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FSTIX (FEDERATED SHORT-TERM INCOME FUND INSTITUTIONAL SHARES) | 0.35% | 3.97% | 2.75% | 1.61% | 1.70% | 1.74% | 2.38% | 4.07% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FSTIX (FEDERATED SHORT-TERM INCOME FUND INSTITUTIONAL SHARES) | 07/30/1986 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 07/30/1986.
AR inception is since 07/30/1986.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.12 | 3.97 | 2.75 | 1.61 | 1.70 | 1.74 | 2.38 | 4.07 | 0.35 | 4.21 | 4.78 | -3.65 | -0.69 | 3.39 | 4.32 | 1.44 | 1.76 | 1.52 | 0.40 | 0.95 | 0.23 | 3.23 | 2.17 | 3.72 | 10.76 | -1.20 | 4.30 | 4.71 | 2.37 | 2.11 | 1.35 | 2.24 | 6.89 | 8.74 | 3.66 | 5.74 | 6.42 | 5.40 | 10.92 | -0.51 | 5.50 | 6.15 | 13.86 | 1.98 | 9.40 | 8.62 | 4.86 | 4.73 |
Sharpe Ratio | NA | -1.16 | -0.71 | -0.54 | 0.01 | NA | NA | 0.82 | -0.96 | -1.09 | 0.20 | -2.71 | -0.76 | 1.49 | 1.86 | 0.12 | 1.22 | 1.18 | 0.42 | 1.08 | 0.22 | 3.28 | 1.57 | 2.32 | 4.45 | -0.68 | 0.61 | 0.81 | 0.14 | 0.68 | 0.31 | 0.60 | 1.68 | 2.02 | 0.19 | 0.99 | 1.31 | 0.79 | 2.91 | -1.38 | 1.69 | 1.66 | 3.41 | -0.96 | 1.14 | 1.35 | 0.22 | 2.50 |
Standard Deviation(%) | NA | 2.06 | 2.29 | 1.90 | 1.68 | NA | NA | 2.19 | 1.95 | 2.20 | 2.64 | 1.86 | 0.93 | 2.11 | 1.57 | 1.03 | 0.93 | 1.11 | 0.89 | 0.86 | 0.90 | 0.97 | 1.36 | 1.57 | 2.40 | 3.10 | 2.16 | 1.79 | 1.48 | 1.72 | 2.08 | 1.88 | 2.76 | 2.30 | 2.27 | 2.46 | 2.20 | 2.39 | 2.43 | 2.51 | 2.01 | 2.25 | 2.95 | 3.41 | 3.23 | 2.92 | 3.66 | 3.12 |
Draw Down(%) | NA | 0.94 | 2.17 | 5.49 | 5.49 | NA | NA | 5.49 | 0.94 | 0.93 | 1.17 | 4.65 | 0.94 | 4.15 | 0.70 | 0.24 | 0.24 | 0.59 | 0.48 | 0.35 | 1.13 | 0.23 | 0.76 | 1.08 | 0.82 | 4.34 | 0.71 | 0.48 | 0.59 | 1.39 | 1.46 | 0.92 | 1.69 | 0.59 | 0.92 | 1.33 | 0.46 | 1.40 | 0.80 | 1.95 | 0.65 | 0.98 | 1.39 | 2.51 | 0.64 | 0.94 | 1.97 | 0.59 |
Yield(%) | 0.00 | 2.26 | 2.11 | 1.62 | 1.73 | 1.76 | 2.31 | 3.93 | 0.00 | 3.19 | 2.26 | 1.12 | 0.69 | 1.61 | 2.38 | 2.25 | 1.75 | 1.39 | 1.22 | 1.30 | 1.61 | 1.92 | 2.27 | 2.28 | 3.53 | 4.22 | 4.56 | 4.25 | 3.40 | 2.67 | 2.95 | 3.47 | 5.82 | 6.58 | 5.86 | 5.94 | 6.12 | 6.33 | 6.73 | 5.69 | 5.71 | 6.08 | 8.13 | 9.17 | 10.40 | 9.48 | 9.43 | 4.26 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FSTIX (FEDERATED SHORT-TERM INCOME FUND INSTITUTIONAL SHARES) |
-0.64%
Feb 2020 - Feb 2023 |
0.78%
Oct 2017 - Oct 2022 |
0.90%
Oct 2012 - Oct 2022 |
1.76%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FSTIX (FEDERATED SHORT-TERM INCOME FUND INSTITUTIONAL SHARES) |
9.01%
Aug 1988 - Aug 1991 |
8.07%
Aug 1986 - Aug 1991 |
6.70%
Dec 1987 - Dec 1997 |
6.65%
Aug 1986 - Aug 2001 |
Annualized Rolling Returns Comparison Chart