FIGTX | FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES

Basic Info 9.63 0.04(0.42%)
May 15

FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES started on 02/25/1983

FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES is classified as asset class SHORT GOVERNMENT

FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES expense ratio is 1.33%

FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES rating is

(83%)

FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) Dividend Info

FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) dividend growth in the last 12 months is 44.76%

The trailing 12-month yield of FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES is 3.62%. its dividend history:

Date	Dividend
04/30/2024	0.0327
03/28/2024	0.0326
02/29/2024	0.0283
01/31/2024	0.0202
12/29/2023	0.0348
11/30/2023	0.0342
10/31/2023	0.0325
09/29/2023	0.0299
08/31/2023	0.0301
07/31/2023	0.0298
06/30/2023	0.0287
05/31/2023	0.0294
04/28/2023	0.0287
03/31/2023	0.0289
02/28/2023	0.0246
01/31/2023	0.0223
11/30/2022	0.0274
10/31/2022	0.0266
09/30/2022	0.0217
08/31/2022	0.0216
07/29/2022	0.0197
06/30/2022	0.0172
05/31/2022	0.0122
04/29/2022	0.0079
03/31/2022	0.0073
02/28/2022	0.007
01/31/2022	0.0082
12/31/2021	0.0088
11/30/2021	0.0084
10/29/2021	0.0087
09/30/2021	0.0091
08/31/2021	0.0097
08/27/2021	0.0097
07/30/2021	0.0102
06/30/2021	0.0109
05/28/2021	0.0111
04/30/2021	0.0106
03/31/2021	0.0104
02/26/2021	0.0099
01/29/2021	0.0098
12/31/2020	0.0099
11/30/2020	0.0098
10/30/2020	0.0103
09/30/2020	0.0113
08/31/2020	0.0106
07/31/2020	0.0113
06/30/2020	0.0116
05/29/2020	0.0116
04/30/2020	0.0141
03/31/2020	0.017
02/28/2020	0.018
01/31/2020	0.0202
12/31/2019	0.0203
11/29/2019	0.0199
10/31/2019	0.0202
09/30/2019	0.0196
08/30/2019	0.0202
07/31/2019	0.0201
06/28/2019	0.0197
05/31/2019	0.0213
04/30/2019	0.0206
03/29/2019	0.0212
02/28/2019	0.0197
01/31/2019	0.0209
12/31/2018	0.0211
11/30/2018	0.0202
10/31/2018	0.0203
09/28/2018	0.0183
08/31/2018	0.0188
07/31/2018	0.0192
06/29/2018	0.018
05/31/2018	0.0181
04/30/2018	0.017
03/29/2018	0.017
02/28/2018	0.01
01/31/2018	0.009
12/29/2017	0.01
11/30/2017	0.018
10/31/2017	0.013
09/29/2017	0.01
08/31/2017	0.012
07/31/2017	0.0117
06/30/2017	0.0124
05/31/2017	0.011
04/28/2017	0.0129
03/31/2017	0.014
02/28/2017	0.01
01/31/2017	0.007
12/30/2016	0.011
11/30/2016	0.01
10/31/2016	0.009
09/30/2016	0.008
08/31/2016	0.014
07/29/2016	0.015
06/30/2016	0.017
05/31/2016	0.016
04/29/2016	0.012
03/31/2016	0.012
02/29/2016	0.008
01/29/2016	0.007
12/31/2015	0.012
11/30/2015	0.008
10/30/2015	0.005
09/30/2015	0.01
08/31/2015	0.016
07/31/2015	0.019
06/30/2015	0.013
05/29/2015	0.018
04/30/2015	0.012
03/31/2015	0.008
02/27/2015	0.008
01/30/2015	0.006
12/31/2014	0.005
11/28/2014	0.01
10/31/2014	0.009
09/30/2014	0.009
08/29/2014	0.01
07/31/2014	0.014
06/30/2014	0.013
05/30/2014	0.016
04/30/2014	0.011
03/31/2014	0.01
02/28/2014	0.007
01/31/2014	0.008
12/31/2013	0.008
11/29/2013	0.009
10/31/2013	0.011
09/30/2013	0.01
08/30/2013	0.011
07/31/2013	0.01
06/28/2013	0.009
06/06/2013	0.09
05/31/2013	0.01
04/30/2013	0.013
03/28/2013	0.012
02/28/2013	0.01
01/31/2013	0.007
12/31/2012	0.009
12/13/2012	0.076
11/30/2012	0.014
10/31/2012	0.015
09/28/2012	0.008
08/31/2012	0.005
07/31/2012	0.005
06/29/2012	0.009
06/07/2012	0.078
05/31/2012	0.013
04/30/2012	0.01
03/30/2012	0.01
02/29/2012	0.004
01/31/2012	0.008
12/30/2011	0.012
12/15/2011	0.415
11/30/2011	0.011
10/31/2011	0.011
09/30/2011	0.012
08/31/2011	0.016
07/29/2011	0.017
06/30/2011	0.019
06/09/2011	0.052
05/31/2011	0.022
04/29/2011	0.02
03/31/2011	0.02
02/28/2011	0.017
01/31/2011	0.018
12/31/2010	0.017
12/16/2010	0.154
11/30/2010	0.016
10/29/2010	0.018
09/30/2010	0.019
08/31/2010	0.019
07/30/2010	0.02
06/30/2010	0.021
06/10/2010	0.099
05/28/2010	0.022
04/07/2010	0.014
03/31/2010	0.021
02/26/2010	0.019
01/29/2010	0.02
12/31/2009	0.02
12/18/2009	0.096
11/30/2009	0.021
10/30/2009	0.023
09/30/2009	0.024
08/31/2009	0.026
07/31/2009	0.026
06/30/2009	0.024
05/29/2009	0.024
04/30/2009	0.029
03/31/2009	0.032
02/27/2009	0.025
01/30/2009	0.023
12/31/2008	0.031
11/28/2008	0.034
10/31/2008	0.033
09/30/2008	0.037
08/29/2008	0.037
07/31/2008	0.037
06/30/2008	0.037
05/30/2008	0.039
04/30/2008	0.036
03/31/2008	0.04
02/29/2008	0.036
01/31/2008	0.042
12/31/2007	0.039
11/30/2007	0.04
10/31/2007	0.039
09/28/2007	0.038
08/31/2007	0.041
07/31/2007	0.043
06/29/2007	0.042
05/31/2007	0.044
04/30/2007	0.04
03/30/2007	0.041
02/28/2007	0.038
01/31/2007	0.038
12/29/2006	0.037
11/30/2006	0.036
10/31/2006	0.039
09/29/2006	0.04
08/31/2006	0.041
07/31/2006	0.043
06/30/2006	0.043
05/31/2006	0.042
04/28/2006	0.039
03/31/2006	0.041
02/28/2006	0.032
01/31/2006	0.034
12/30/2005	0.038
11/30/2005	0.039
10/31/2005	0.036
09/30/2005	0.033
08/31/2005	0.033
07/29/2005	0.034
06/30/2005	0.037
05/31/2005	0.038
04/29/2005	0.036
03/31/2005	0.036
02/28/2005	0.032
01/31/2005	0.035
12/31/2004	0.036
11/30/2004	0.033
10/29/2004	0.033
09/30/2004	0.035
08/31/2004	0.037
07/30/2004	0.036
06/30/2004	0.033
05/28/2004	0.032
04/30/2004	0.031
03/31/2004	0.033
02/27/2004	0.031
01/30/2004	0.014
12/31/2003	0.035
11/28/2003	0.034
10/31/2003	0.034
09/30/2003	0.032
08/29/2003	0.032
07/31/2003	0.03
06/30/2003	0.032
05/30/2003	0.037
04/30/2003	0.035
03/31/2003	0.034
02/28/2003	0.034
01/31/2003	0.038
12/31/2002	0.039
11/29/2002	0.038
10/31/2002	0.022
09/30/2002	0.039
08/30/2002	0.041
07/31/2002	0.026
06/28/2002	0.027
05/31/2002	0.045
04/30/2002	0.044
03/28/2002	0.043
02/28/2002	0.039
01/31/2002	0.043
12/31/2001	0.046
11/30/2001	0.043
10/31/2001	0.044
09/28/2001	0.045
08/31/2001	0.046
07/31/2001	0.047
06/29/2001	0.047
05/31/2001	0.048
04/30/2001	0.048
03/30/2001	0.05
02/28/2001	0.047
01/31/2001	0.051
12/29/2000	0.052
11/30/2000	0.051
10/31/2000	0.051
09/29/2000	0.05
08/31/2000	0.051
07/31/2000	0.051
06/30/2000	0.05
05/31/2000	0.05
04/28/2000	0.046
03/31/2000	0.049
02/29/2000	0.046
01/31/2000	0.047
12/31/1999	0.047
11/30/1999	0.044
10/29/1999	0.045
09/30/1999	0.043
08/31/1999	0.043
07/30/1999	0.042
06/30/1999	0.04
05/28/1999	0.04
04/30/1999	0.039
03/31/1999	0.04
02/26/1999	0.037
01/29/1999	0.042
12/31/1998	0.044
11/30/1998	0.043
10/30/1998	0.046
09/30/1998	0.046
08/31/1998	0.047
07/31/1998	0.048
06/30/1998	0.047
05/29/1998	0.049
04/30/1998	0.047
03/31/1998	0.049
02/27/1998	0.045
01/30/1998	0.05
12/31/1997	0.049
11/28/1997	0.048
10/31/1997	0.05
09/30/1997	0.048
08/29/1997	0.05
07/31/1997	0.05
06/30/1997	0.048
05/30/1997	0.05
04/30/1997	0.048
03/31/1997	0.05
02/28/1997	0.045
01/31/1997	0.05
12/31/1996	0.049
11/29/1996	0.047
10/31/1996	0.048
09/30/1996	0.046
08/30/1996	0.048
07/31/1996	0.048
06/28/1996	0.046
05/31/1996	0.047
04/30/1996	0.046
03/29/1996	0.048
02/29/1996	0.046
01/31/1996	0.05
12/29/1995	0.051
11/30/1995	0.05
10/31/1995	0.053
09/29/1995	0.052
08/31/1995	0.054
07/31/1995	0.055
06/30/1995	0.054
05/31/1995	0.056
04/28/1995	0.055
03/31/1995	0.057
02/28/1995	0.052
01/31/1995	0.057
12/30/1994	0.055
11/30/1994	0.049
10/31/1994	0.049
09/30/1994	0.047
08/31/1994	0.046
07/29/1994	0.044
06/30/1994	0.041
05/31/1994	0.041
04/29/1994	0.038
03/31/1994	0.038
02/28/1994	0.034
01/31/1994	0.037
12/31/1993	0.037
11/30/1993	0.036
10/29/1993	0.037
09/30/1993	0.037
08/31/1993	0.038
07/30/1993	0.038
06/30/1993	0.038
05/28/1993	0.041
04/30/1993	0.041
03/31/1993	0.044
02/26/1993	0.04
01/29/1993	0.047
12/31/1992	0.048
11/30/1992	0.046
10/30/1992	0.047
09/30/1992	0.046
08/31/1992	0.049
07/31/1992	0.049
06/30/1992	0.048
05/29/1992	0.05
04/30/1992	0.049
03/31/1992	0.049
02/28/1992	0.046
01/31/1992	0.053
12/31/1991	0.058
11/29/1991	0.057
10/31/1991	0.06
09/30/1991	0.059
08/30/1991	0.061
07/31/1991	0.061
06/28/1991	0.059
05/31/1991	0.061
04/30/1991	0.06
03/28/1991	0.062
02/28/1991	0.057
01/31/1991	0.064
12/31/1990	0.064
11/30/1990	0.061
10/31/1990	0.063
09/28/1990	0.061
08/31/1990	0.063
07/31/1990	0.063
06/29/1990	0.062
05/31/1990	0.064
04/30/1990	0.062
03/30/1990	0.064
02/28/1990	0.057
01/31/1990	0.065
12/29/1989	0.065
11/30/1989	0.063
10/31/1989	0.066
09/29/1989	0.065
08/31/1989	0.068
07/31/1989	0.069
06/30/1989	0.067
05/31/1989	0.07
04/28/1989	0.065
03/31/1989	0.067
02/28/1989	0.06
01/31/1989	0.066
12/30/1988	0.067
11/30/1988	0.065
10/31/1988	0.069
09/30/1988	0.067
08/31/1988	0.068
07/29/1988	0.068
06/30/1988	0.066
05/31/1988	0.068
04/29/1988	0.066
03/31/1988	0.07
02/29/1988	0.066
01/29/1988	0.071
12/31/1987	0.072
11/30/1987	0.068
10/30/1987	0.069
09/30/1987	0.065
08/31/1987	0.067
07/31/1987	0.067
06/30/1987	0.065
05/29/1987	0.067
04/30/1987	0.064
03/31/1987	0.067
02/27/1987	0.062
01/30/1987	0.069
12/31/1986	0.068
11/28/1986	0.066
10/31/1986	0.07
09/30/1986	0.069
08/29/1986	0.072
07/31/1986	0.074
06/30/1986	0.072
05/30/1986	0.075
04/30/1986	0.075
03/31/1986	0.081
02/28/1986	0.075
01/31/1986	0.083
12/31/1985	0.085
11/29/1985	0.084
10/31/1985	0.086
09/30/1985	0.083
08/30/1985	0.086
07/31/1985	0.087
06/28/1985	0.086
05/31/1985	0.091
04/30/1985	0.09
03/29/1985	0.091
02/28/1985	0.083
01/31/1985	0.088
12/31/1984	0.091
11/30/1984	0.093
10/31/1984	0.096
09/28/1984	0.095
08/31/1984	0.095
07/31/1984	0.094
06/29/1984	0.09
05/31/1984	0.091
04/30/1984	0.086
03/30/1984	0.089
02/29/1984	0.084
01/31/1984	0.092
12/30/1983	0.092
11/30/1983	0.087
10/31/1983	0.092
09/30/1983	0.088
08/31/1983	0.086
07/29/1983	0.083
06/30/1983	0.082
05/31/1983	0.083
04/29/1983	0.08
03/31/1983	0.08
02/28/1983	0.028

Dividend Growth History for FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3539	3.60%	100.17%	-
2022	$0.1768	1.62%	38.88%	100.17%
2021	$0.1273	1.12%	-18.24%	66.73%
2020	$0.1557	1.43%	-36.11%	31.48%
2019	$0.2437	2.29%	17.73%	9.78%
2018	$0.207	1.93%	45.77%	11.32%
2017	$0.142	1.31%	2.16%	16.44%
2016	$0.139	1.27%	2.96%	14.28%
2015	$0.135	1.22%	10.66%	12.80%
2014	$0.122	1.10%	-41.90%	12.56%
2013	$0.21	1.83%	-20.45%	5.36%
2012	$0.264	2.27%	-60.12%	2.70%
2011	$0.662	5.64%	38.20%	-5.08%
2010	$0.479	4.08%	21.88%	-2.30%
2009	$0.393	3.27%	-10.48%	-0.75%
2008	$0.439	3.85%	-9.11%	-1.43%
2007	$0.483	4.44%	3.43%	-1.92%
2006	$0.467	4.25%	9.37%	-1.62%
2005	$0.427	3.78%	11.20%	-1.04%
2004	$0.384	3.34%	-5.65%	-0.43%
2003	$0.407	3.51%	-8.74%	-0.70%
2002	$0.446	4.04%	-20.64%	-1.10%
2001	$0.562	5.18%	-5.39%	-2.08%
2000	$0.594	5.76%	18.33%	-2.23%
1999	$0.502	4.61%	-10.52%	-1.45%
1998	$0.561	5.27%	-4.27%	-1.83%
1997	$0.586	5.60%	2.99%	-1.92%
1996	$0.569	5.33%	-11.92%	-1.74%
1995	$0.646	6.46%	24.47%	-2.13%
1994	$0.519	4.85%	9.49%	-1.31%
1993	$0.474	4.51%	-18.28%	-0.97%
1992	$0.58	5.59%	-19.33%	-1.58%
1991	$0.719	7.29%	-4.01%	-2.19%
1990	$0.749	7.71%	-5.31%	-2.25%
1989	$0.791	8.43%	-2.47%	-2.34%
1988	$0.811	8.34%	1.12%	-2.34%
1987	$0.802	7.82%	-8.86%	-2.25%
1986	$0.88	8.77%	-15.38%	-2.43%
1985	$1.04	10.79%	-5.11%	-2.80%
1984	$1.096	11.56%	24.40%	-2.86%
1983	$0.881	8.81%	-	-2.25%

Dividend Growth Chart for FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX)

FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) Historical Returns And Risk Info

From 05/15/1986 to 05/15/2024, the compound annualized total return (dividend reinvested) of FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is 4.188%. Its cumulative total return (dividend reinvested) is 375.448%.

From 05/15/1986 to 05/15/2024, the Maximum Drawdown of FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is 13.3%.

From 05/15/1986 to 05/15/2024, the Sharpe Ratio of FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is 0.55.

From 05/15/1986 to 05/15/2024, the Annualized Standard Deviation of FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is 4.3%.

From 05/15/1986 to 05/15/2024, the Beta of FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is 1.33.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 05/15/1986	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	1984	1983
Annualized Return(%)	-0.1	-1.5	-0.9	-2.8	-0.2	0.3	0.8	1.9	4.2	3.7	-8.8	-2.3	5.8	4.6	0.9	0.3	0.8	0.1	0.8	-1.8	1.2	4.7	4.2	0.3	10.6	9.2	3.3	0.9	1.4	2.2	9.5	8.3	10.1	-0.5	8.1	7.1	3.6	13.6	-1.9	7.1	6.7	13.5	9.4	12.0	5.3	3.0	11.3	15.5	14.4	3.8
Sharpe Ratio	NA	-1.78	-1.0	-1.07	-0.44	-0.23	NA	NA	0.55	-0.1	-1.99	-1.26	2.1	1.12	-0.2	-0.2	0.28	0.04	0.09	-0.99	0.95	1.6	1.36	0.04	1.63	1.66	0.03	-0.49	0.14	0.4	2.28	1.44	1.93	-1.09	1.43	1.28	0.03	2.84	-1.39	2.02	1.25	3.02	1.11	1.48	0.16	-0.2	1.51	1.14	0.76	-0.4
Draw Down(%)	NA	2.9	4.6	12.5	13.3	13.3	NA	NA	13.3	4.9	11.1	2.7	1.5	1.7	1.8	1.5	2.7	1.6	6.1	2.9	0.7	1.4	2.8	3.8	4.0	1.8	1.3	2.1	3.7	3.7	2.1	3.1	1.8	2.8	1.6	1.6	3.0	1.3	4.2	1.1	2.6	1.0	1.8	2.5	2.1	4.4	2.6	6.5	6.6	2.6
Standard Deviation(%)	NA	4.4	4.7	4.8	4.1	3.2	NA	NA	4.3	5.7	5.1	1.9	2.6	2.8	1.9	1.7	2.1	2.5	8.6	1.9	1.2	2.9	3.0	4.9	6.0	3.8	2.8	2.6	3.5	3.9	3.7	4.3	3.1	3.4	3.3	2.8	3.7	3.4	3.5	2.5	3.4	3.2	3.7	4.3	3.8	5.3	4.7	9.0	10.0	4.0
Treynor Ratio	NA	-0.05	-0.03	-0.03	-0.01	-0.01	NA	NA	0.02	0.0	-0.06	-0.02	0.03	0.02	0.0	0.0	0.0	0.0	0.0	-0.01	0.02	0.03	0.03	0.0	0.06	0.05	0.0	-0.01	0.0	0.01	0.07	0.05	0.05	-0.03	0.04	0.03	0.0	0.09	-0.04	0.05	0.04	0.1	0.0	0.0	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	0.0	-0.01	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-0.01	0.0	0.0	0.0	-0.01	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	0.01	0.0	0.04	NA	NA	NA	NA	NA	NA	NA	NA
Beta	NA	1.48	1.55	1.56	1.54	1.49	NA	NA	1.33	1.52	1.66	1.25	1.58	1.37	1.22	1.24	1.35	1.48	1.73	1.37	0.71	1.73	1.63	1.94	1.62	1.36	1.25	1.4	1.55	1.57	1.25	1.12	1.15	1.27	1.15	1.1	1.14	1.09	1.18	1.02	1.09	0.98	NA	NA	NA	NA	NA	NA	NA	NA
RSquare	NA	0.85	0.87	0.87	0.84	0.8	NA	NA	0.39	0.91	0.87	0.51	0.67	0.74	0.64	0.57	0.7	0.73	0.05	0.53	0.28	0.71	0.8	0.82	0.79	0.81	0.77	0.78	0.84	0.88	0.9	0.71	0.79	0.83	0.85	0.81	0.89	0.86	0.85	0.74	0.82	0.11	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	1.1	3.6	2.2	2.0	1.7	2.1	2.7	N/A	3.5	1.7	1.1	1.4	2.3	2.0	1.2	1.4	1.3	1.1	1.8	2.2	5.7	4.1	3.2	3.9	4.4	4.2	3.9	3.3	3.5	4.0	5.3	5.8	4.5	5.4	5.6	5.6	6.5	5.0	4.7	5.8	7.3	7.4	8.4	8.5	7.8	8.9	10.8	11.6	8.8
Dividend Growth(%)	N/A	-67.6	44.8	23.0	37.6	-54.5	-49.5	N/A	N/A	78.9	46.2	-13.3	-37.5	9.1	69.2	-13.3	7.1	16.7	-42.9	-19.2	-61.2	39.6	26.3	-15.6	-6.2	4.3	4.5	15.8	-5.0	-9.1	-22.8	-5.0	22.4	-14.0	-3.4	-1.7	-7.7	22.6	8.2	-18.3	-16.7	0.0	-8.9	-4.8	3.7	-10.1	-14.4	-5.5	25.0	N/A

Return Calculator for FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX)

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FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) Historical Return Chart

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FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) 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 05/15/1986 to 05/15/2024, the worst annualized return of 3-year rolling returns for FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is -4.06%.

From 05/15/1986 to 05/15/2024, the worst annualized return of 5-year rolling returns for FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is -0.53%.

From 05/15/1986 to 05/15/2024, the worst annualized return of 10-year rolling returns for FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is -0.11%.

From 05/15/1986 to 05/15/2024, the worst annualized return of 20-year rolling returns for FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS INSTITUTIONAL SHARES (FIGTX) is 2.19%.

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