FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX)

Basic Info 9.28 0(0.0%)

FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES started on 12/20/1985
FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES is classified as asset class SHORT GOVERNMENT
FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES expense ratio is 0.31%
FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES rating is
(71%)

FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) Dividend Info

FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) dividend growth in the last 12 months is 103.68%

The trailing 12-month yield of FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES is 5.12%. its dividend history:

DateDividend
04/30/2024 0.0417
03/28/2024 0.0418
02/29/2024 0.041
01/31/2024 0.0411
12/29/2023 0.0413
11/30/2023 0.041
10/31/2023 0.04
09/29/2023 0.0396
08/31/2023 0.0382
07/31/2023 0.0377
06/30/2023 0.0371
05/31/2023 0.0359
04/28/2023 0.0339
03/31/2023 0.032
02/28/2023 0.0311
01/31/2023 0.0311
11/30/2022 0.0269
10/31/2022 0.023
09/30/2022 0.0181
08/31/2022 0.0149
07/29/2022 0.012
06/30/2022 0.0075
05/31/2022 0.0034
04/29/2022 0.002
03/31/2022 0.0013
02/28/2022 0.0009
01/31/2022 0.0006
12/31/2021 0.0015
11/30/2021 0.0009
10/29/2021 0.0007
09/30/2021 0.0001
08/31/2021 0.0003
07/30/2021 0.001
06/30/2021 0.0017
05/28/2021 0.0009
04/30/2021 0.0014
03/31/2021 0.003
02/26/2021 0.0027
01/29/2021 0.0015
12/31/2020 0.0023
11/30/2020 0.004
10/30/2020 0.005
09/30/2020 0.0052
08/31/2020 0.0061
07/31/2020 0.0056
06/30/2020 0.0076
05/29/2020 0.0087
04/30/2020 0.0116
03/31/2020 0.014
02/28/2020 0.015
01/31/2020 0.0172
12/31/2019 0.0169
11/29/2019 0.0158
10/31/2019 0.0174
09/30/2019 0.0205
08/30/2019 0.018
07/31/2019 0.0204
06/28/2019 0.0177
05/31/2019 0.0182
04/30/2019 0.0189
03/29/2019 0.02
02/28/2019 0.0199
01/31/2019 0.0188
12/31/2018 0.0183
11/30/2018 0.0166
10/31/2018 0.0161
09/28/2018 0.016
08/31/2018 0.0124
07/31/2018 0.0135
06/29/2018 0.0114
05/31/2018 0.0129
04/30/2018 0.013
03/29/2018 0.013
02/28/2018 0.013
01/31/2018 0.012
12/29/2017 0.012
11/30/2017 0.009
10/31/2017 0.009
09/29/2017 0.009
08/31/2017 0.0075
07/31/2017 0.0072
06/30/2017 0.0068
05/31/2017 0.008
04/28/2017 0.0083
03/31/2017 0.006
02/28/2017 0.006
01/31/2017 0.006
12/30/2016 0.008
11/30/2016 0.006
10/31/2016 0.006
09/30/2016 0.006
08/31/2016 0.004
07/29/2016 0.005
06/30/2016 0.006
05/31/2016 0.005
04/29/2016 0.005
03/31/2016 0.005
02/29/2016 0.005
01/29/2016 0.004
12/31/2015 0.005
11/30/2015 0.005
10/30/2015 0.004
09/30/2015 0.004
08/31/2015 0.003
07/31/2015 0.004
06/30/2015 0.004
05/29/2015 0.003
04/30/2015 0.004
03/31/2015 0.005
02/27/2015 0.004
01/30/2015 0.004
12/31/2014 0.005
11/28/2014 0.003
10/31/2014 0.003
09/30/2014 0.003
08/29/2014 0.001
07/31/2014 0.004
06/30/2014 0.004
05/30/2014 0.004
04/30/2014 0.005
03/31/2014 0.005
02/28/2014 0.004
01/31/2014 0.005
12/31/2013 0.006
11/29/2013 0.005
10/31/2013 0.004
09/30/2013 0.004
08/30/2013 0.003
07/31/2013 0.004
06/28/2013 0.005
05/31/2013 0.004
04/30/2013 0.005
03/28/2013 0.005
02/28/2013 0.006
01/31/2013 0.006
12/31/2012 0.006
12/14/2012 0.004
11/30/2012 0.006
10/31/2012 0.005
09/28/2012 0.006
08/31/2012 0.008
07/31/2012 0.008
06/29/2012 0.007
05/31/2012 0.008
04/30/2012 0.008
03/30/2012 0.009
02/29/2012 0.008
01/31/2012 0.008
12/30/2011 0.008
11/30/2011 0.007
10/31/2011 0.006
09/30/2011 0.008
08/31/2011 0.008
07/29/2011 0.009
06/30/2011 0.009
05/31/2011 0.009
04/29/2011 0.008
03/31/2011 0.008
02/28/2011 0.008
01/31/2011 0.008
12/31/2010 0.008
11/30/2010 0.008
10/29/2010 0.008
09/30/2010 0.009
08/31/2010 0.005
07/30/2010 0.009
06/30/2010 0.01
05/28/2010 0.01
03/31/2010 0.01
02/26/2010 0.01
01/29/2010 0.011
12/31/2009 0.012
11/30/2009 0.013
10/30/2009 0.014
09/30/2009 0.014
08/31/2009 0.015
07/31/2009 0.016
06/30/2009 0.018
05/29/2009 0.019
04/30/2009 0.018
03/31/2009 0.018
02/27/2009 0.019
01/30/2009 0.019
12/31/2008 0.022
11/28/2008 0.028
10/31/2008 0.029
09/30/2008 0.029
08/29/2008 0.027
07/31/2008 0.028
06/30/2008 0.03
05/30/2008 0.03
04/30/2008 0.033
03/31/2008 0.036
02/29/2008 0.038
01/31/2008 0.039
12/31/2007 0.04
11/30/2007 0.04
10/31/2007 0.04
09/28/2007 0.039
08/31/2007 0.04
07/31/2007 0.038
06/29/2007 0.037
05/31/2007 0.037
04/30/2007 0.04
03/30/2007 0.04
02/28/2007 0.04
01/31/2007 0.04
12/29/2006 0.041
11/30/2006 0.04
10/31/2006 0.037
09/29/2006 0.036
08/31/2006 0.037
07/31/2006 0.037
06/30/2006 0.034
05/31/2006 0.032
04/28/2006 0.031
03/31/2006 0.03
02/28/2006 0.028
01/31/2006 0.027
12/30/2005 0.029
11/30/2005 0.028
10/31/2005 0.022
09/30/2005 0.024
08/31/2005 0.024
07/29/2005 0.023
06/30/2005 0.022
05/31/2005 0.022
04/29/2005 0.021
03/31/2005 0.021
02/28/2005 0.02
01/31/2005 0.019
12/31/2004 0.018
11/30/2004 0.017
10/29/2004 0.015
09/30/2004 0.012
08/31/2004 0.011
07/30/2004 0.012
06/30/2004 0.013
05/28/2004 0.013
04/30/2004 0.014
03/31/2004 0.014
02/27/2004 0.014
01/30/2004 0.037
12/31/2003 0.015
11/28/2003 0.014
10/31/2003 0.015
09/30/2003 0.015
08/29/2003 0.015
07/31/2003 0.015
06/30/2003 0.014
05/30/2003 0.016
04/30/2003 0.016
03/31/2003 0.017
02/28/2003 0.016
01/31/2003 0.017
12/31/2002 0.017
11/29/2002 0.02
09/30/2002 0.025
08/30/2002 0.027
07/31/2002 0.029
06/13/2002 0.02
05/31/2002 0.027
04/30/2002 0.026
03/28/2002 0.024
02/28/2002 0.025
01/31/2002 0.025
12/31/2001 0.027
11/30/2001 0.033
10/31/2001 0.035
09/28/2001 0.04
08/31/2001 0.041
07/31/2001 0.043
06/29/2001 0.045
05/31/2001 0.047
04/30/2001 0.049
03/30/2001 0.05
02/28/2001 0.052
01/31/2001 0.052
12/29/2000 0.051
11/30/2000 0.05
10/31/2000 0.048
09/29/2000 0.048
08/31/2000 0.048
07/31/2000 0.049
06/30/2000 0.049
05/31/2000 0.048
04/28/2000 0.047
03/31/2000 0.047
02/29/2000 0.046
01/31/2000 0.045
12/31/1999 0.043
11/30/1999 0.042
10/29/1999 0.04
09/30/1999 0.04
08/31/1999 0.04
07/30/1999 0.042
06/30/1999 0.042
05/28/1999 0.042
04/30/1999 0.043
03/31/1999 0.044
02/26/1999 0.043
01/29/1999 0.042
12/31/1998 0.043
11/30/1998 0.045
10/30/1998 0.045
09/30/1998 0.043
08/31/1998 0.043
07/31/1998 0.043
06/30/1998 0.042
05/29/1998 0.044
04/30/1998 0.047
03/31/1998 0.048
02/27/1998 0.048
01/30/1998 0.049
12/31/1997 0.048
11/28/1997 0.048
10/31/1997 0.05
09/30/1997 0.05
08/29/1997 0.049
07/31/1997 0.049
06/30/1997 0.049
05/30/1997 0.05
04/30/1997 0.05
03/31/1997 0.049
02/28/1997 0.048
01/31/1997 0.048
12/31/1996 0.049
11/29/1996 0.048
10/31/1996 0.048
09/30/1996 0.05
08/30/1996 0.049
07/31/1996 0.045
06/28/1996 0.044
05/31/1996 0.046
04/30/1996 0.047
03/29/1996 0.049
02/29/1996 0.049
01/31/1996 0.048
12/29/1995 0.049
11/30/1995 0.048
10/31/1995 0.05
09/29/1995 0.051
08/31/1995 0.05
07/31/1995 0.049
06/30/1995 0.049
05/31/1995 0.05
04/28/1995 0.051
03/31/1995 0.047
02/28/1995 0.046
01/31/1995 0.045
12/30/1994 0.046
11/30/1994 0.047
10/31/1994 0.042
09/30/1994 0.038
08/31/1994 0.041
07/29/1994 0.04
06/30/1994 0.039
05/31/1994 0.037
04/29/1994 0.038
03/31/1994 0.036
02/28/1994 0.036
01/31/1994 0.036
12/31/1993 0.036
11/30/1993 0.036
10/29/1993 0.036
09/30/1993 0.036
08/31/1993 0.037
07/30/1993 0.038
06/30/1993 0.04
05/28/1993 0.041
04/30/1993 0.041
03/31/1993 0.042
02/26/1993 0.042
01/29/1993 0.043
12/31/1992 0.043
11/30/1992 0.043
10/30/1992 0.044
09/30/1992 0.045
08/31/1992 0.046
07/31/1992 0.048
06/30/1992 0.049
05/29/1992 0.05
04/30/1992 0.051
03/31/1992 0.055
02/28/1992 0.056
01/31/1992 0.054
12/31/1991 0.054
11/29/1991 0.054
10/31/1991 0.057
09/30/1991 0.056
08/30/1991 0.058
07/31/1991 0.058
06/28/1991 0.057
05/31/1991 0.059
04/30/1991 0.057
03/28/1991 0.059
02/28/1991 0.053
01/31/1991 0.059
12/31/1990 0.059
11/30/1990 0.058
10/31/1990 0.06
09/28/1990 0.058
08/31/1990 0.06
07/31/1990 0.06
06/29/1990 0.058
05/31/1990 0.061
04/30/1990 0.059
03/30/1990 0.061
02/28/1990 0.055
01/31/1990 0.061
12/29/1989 0.061
11/30/1989 0.058
10/31/1989 0.06
09/29/1989 0.059
08/31/1989 0.061
07/31/1989 0.061
06/30/1989 0.059
05/31/1989 0.061
04/28/1989 0.059
03/31/1989 0.062
02/28/1989 0.055
01/31/1989 0.061
12/30/1988 0.061
11/30/1988 0.058
10/31/1988 0.06
09/30/1988 0.058
08/31/1988 0.06
07/29/1988 0.06
06/30/1988 0.06
05/31/1988 0.063
04/29/1988 0.061
03/31/1988 0.061
02/29/1988 0.059
01/29/1988 0.061
12/31/1987 0.062
11/30/1987 0.061
10/30/1987 0.063
09/30/1987 0.063
08/31/1987 0.064
07/31/1987 0.064
06/30/1987 0.064
05/29/1987 0.064
04/30/1987 0.062
03/31/1987 0.063
02/27/1987 0.059
01/30/1987 0.058
12/31/1986 0.062
11/28/1986 0.074
10/31/1986 0.077
09/30/1986 0.041
09/12/1986 0.033
08/22/1986 0.071
07/23/1986 0.07
06/23/1986 0.07
05/23/1986 0.085
04/23/1986 0.088
03/21/1986 0.089
02/21/1986 0.088
01/23/1986 0.011
12/23/1985 0.05

Dividend Growth History for FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4389 4.73% 296.84% -
2022 $0.1106 1.15% 604.46% 296.84%
2021 $0.0157 0.16% -84.65% 428.73%
2020 $0.1023 1.06% -54.02% 62.49%
2019 $0.2225 2.31% 32.28% 18.51%
2018 $0.1682 1.74% 77.43% 21.15%
2017 $0.0948 0.98% 45.85% 29.10%
2016 $0.065 0.67% 32.65% 31.37%
2015 $0.049 0.50% 6.52% 31.53%
2014 $0.046 0.47% -19.30% 28.48%
2013 $0.057 0.58% -37.36% 22.64%
2012 $0.091 0.93% -5.21% 15.38%
2011 $0.096 0.98% -2.04% 13.50%
2010 $0.098 1.00% -49.74% 12.22%
2009 $0.195 2.05% -47.15% 5.97%
2008 $0.369 3.86% -21.66% 1.16%
2007 $0.471 4.96% 14.88% -0.44%
2006 $0.41 4.32% 49.09% 0.40%
2005 $0.275 2.88% 44.74% 2.63%
2004 $0.19 1.98% 2.70% 4.51%
2003 $0.185 1.92% -30.19% 4.41%
2002 $0.265 2.76% -48.44% 2.43%
2001 $0.514 5.37% -10.76% -0.72%
2000 $0.576 6.06% 14.51% -1.17%
1999 $0.503 5.24% -6.85% -0.57%
1998 $0.54 5.54% -8.16% -0.83%
1997 $0.588 6.06% 2.80% -1.12%
1996 $0.572 5.90% -2.22% -0.98%
1995 $0.585 6.19% 22.90% -1.02%
1994 $0.476 4.80% 1.71% -0.28%
1993 $0.468 4.70% -19.86% -0.21%
1992 $0.584 5.75% -14.24% -0.92%
1991 $0.681 7.11% -4.08% -1.36%
1990 $0.71 7.37% -0.98% -1.45%
1989 $0.717 8.03% -0.69% -1.43%
1988 $0.722 7.96% -3.35% -1.41%
1987 $0.747 7.46% -13.04% -1.47%
1986 $0.859 8.58% 1,618.00% -1.80%
1985 $0.05 0.50% - 5.88%

Dividend Growth Chart for FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX)

FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) Historical Returns And Risk Info

From 08/28/1986 to 05/20/2024, the compound annualized total return (dividend reinvested) of FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is 3.602%. Its cumulative total return (dividend reinvested) is 280.044%.

From 08/28/1986 to 05/20/2024, the Maximum Drawdown of FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is 12.9%.

From 08/28/1986 to 05/20/2024, the Sharpe Ratio of FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is 0.49.

From 08/28/1986 to 05/20/2024, the Annualized Standard Deviation of FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is 3.2%.

From 08/28/1986 to 05/20/2024, the Beta of FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is 0.4.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
08/28/1986		 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
Annualized Return(%) 0.0 1.6 5.1 1.4 1.4 1.0 1.1 1.8 3.6 5.1 -2.2 -0.2 1.0 2.5 1.7 0.7 0.3 -0.3 0.8 -0.3 1.2 1.2 1.6 4.2 4.2 5.5 4.3 2.4 1.6 1.6 2.8 6.3 6.6 4.5 4.2 6.3 6.5 8.8 0.3 4.3 3.7 14.7 6.6 15.9 7.3 -1.8 8.8 0.6
Sharpe Ratio NA 0.28 0.67 -0.64 -0.19 -0.05 NA NA 0.49 0.46 -3.14 -0.31 0.5 1.3 0.43 0.07 0.08 -0.54 1.27 -0.48 1.46 1.19 1.27 2.62 1.15 1.32 0.66 0.2 0.64 0.9 1.54 1.89 1.33 0.64 0.34 1.42 1.43 2.31 -1.47 1.53 0.64 2.06 0.18 1.48 0.34 -0.55 1.44 7.46
Draw Down(%) NA 0.6 0.6 2.6 2.7 2.7 NA NA 12.9 0.6 2.3 0.4 2.4 0.2 0.2 0.3 0.3 0.6 0.1 0.7 0.3 0.4 0.7 0.5 2.3 0.5 0.3 0.3 0.7 0.5 0.3 0.5 0.4 0.7 1.3 0.3 0.5 0.6 1.2 0.3 1.8 2.9 6.1 4.1 6.1 12.9 1.8 0.0
Standard Deviation(%) NA 1.9 1.9 1.5 1.4 1.1 NA NA 3.2 1.8 1.2 0.8 1.4 0.9 0.8 0.6 0.7 0.6 0.6 0.8 0.8 1.0 1.2 1.6 2.8 1.9 1.6 1.1 1.0 1.0 1.1 2.1 1.9 2.0 2.6 2.0 2.1 2.2 1.8 1.4 2.1 5.3 7.5 6.9 7.5 10.6 3.2 3.2
Treynor Ratio NA 0.01 0.03 -0.03 -0.01 0.0 NA NA 0.04 0.03 -0.17 -0.01 0.04 0.05 0.01 0.0 0.0 -0.03 0.05 -0.02 0.05 0.05 0.04 0.11 0.08 0.05 0.02 0.01 0.03 0.04 0.09 0.1 0.04 0.02 0.02 0.04 0.06 0.09 -0.05 0.07 0.03 0.09 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.01 0.01 0.0 0.0 0.0 NA NA 0.01 0.0 -0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.01 -0.01 0.0 0.01 0.0 0.0 0.0 0.0 0.05 NA NA NA NA NA NA
Beta NA 0.5 0.43 0.3 0.29 0.27 NA NA 0.4 0.32 0.22 0.22 0.2 0.25 0.28 0.12 0.13 0.14 0.14 0.17 0.23 0.25 0.43 0.36 0.38 0.49 0.6 0.38 0.21 0.21 0.19 0.4 0.59 0.59 0.57 0.65 0.5 0.57 0.5 0.33 0.44 1.28 NA NA NA NA NA NA
RSquare NA 0.49 0.42 0.35 0.26 0.22 NA NA 0.07 0.38 0.3 0.08 0.04 0.26 0.19 0.04 0.07 0.1 0.07 0.05 0.06 0.13 0.35 0.27 0.2 0.41 0.55 0.35 0.2 0.22 0.23 0.37 0.58 0.53 0.34 0.58 0.53 0.61 0.56 0.23 0.36 0.07 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 1.7 5.1 2.5 2.0 1.5 1.3 1.9 N/A 4.7 1.0 0.0 1.1 2.5 1.7 1.2 0.5 0.0 0.0 0.3 1.1 1.2 1.0 2.1 4.0 5.1 4.4 2.7 1.9 2.3 2.7 5.3 6.2 5.0 5.3 6.2 6.0 6.2 5.0 4.8 5.7 7.2 7.5 8.1 7.9 7.2 8.5 0.5
Dividend Growth(%) N/A -63.6 103.7 60.2 103.0 -33.4 -69.9 N/A N/A 340.0 N/A -100.0 -54.2 50.0 33.3 140.0 N/A N/A -100.0 -72.7 -8.3 20.0 -50.0 -47.4 -20.8 14.3 61.5 44.4 -18.2 -15.4 -49.0 -13.6 22.9 -7.7 -13.3 3.4 -1.7 18.0 4.2 -17.2 -15.9 -4.2 0.0 0.0 0.0 -15.3 1600.0 N/A

Return Calculator for FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX)

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)


Click here for comparison with other funds, portfolios or stocks

FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) Historical Return Chart

Click here for interactive chart

FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/28/1986 to 05/20/2024, the worst annualized return of 3-year rolling returns for FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is -0.51%.
From 08/28/1986 to 05/20/2024, the worst annualized return of 5-year rolling returns for FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is 0.14%.
From 08/28/1986 to 05/20/2024, the worst annualized return of 10-year rolling returns for FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is 0.36%.
From 08/28/1986 to 05/20/2024, the worst annualized return of 20-year rolling returns for FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES (FEUGX) is 1.56%.

Related Articles for FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES(FEUGX)