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FGCIX: FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 10.08 0(0.0%) June 10
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 09/06/2005 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.73% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/09/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/06/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -0.0 | 3.6 | 4.5 | 1.7 | 2.1 | 2.2 | 3.4 | 3.1 | 5.8 | 4.1 | 5.2 | -5.6 | -0.6 | 4.9 | 5.2 | 0.8 | 1.7 | 3.3 | 0.3 | 2.5 | -0.2 | 4.1 | 5.0 | 6.9 | 8.0 | 4.3 | 8.2 | 3.8 | -1.6 |
| Sharpe Ratio | NA | -1.11 | 0.32 | 0.44 | -0.3 | 0.21 | NA | NA | 0.65 | 1.21 | 0.18 | 0.43 | -2.06 | -0.52 | 2.46 | 2.08 | -0.45 | 0.78 | 1.75 | 0.18 | 1.59 | -0.07 | 2.02 | 1.53 | 2.05 | 1.49 | 0.56 | 1.36 | 0.15 | -3.64 |
| Draw Down(%) | NA | 1.5 | 1.5 | 1.5 | 8.4 | 8.4 | NA | NA | 8.4 | 1.3 | 1.3 | 2.1 | 7.7 | 1.2 | 2.5 | 1.1 | 1.0 | 0.8 | 1.5 | 1.6 | 1.4 | 3.8 | 1.2 | 1.5 | 2.9 | 2.5 | 6.6 | 1.6 | 1.7 | 2.2 |
| Standard Deviation(%) | NA | 2.3 | 2.2 | 2.7 | 2.9 | 2.3 | NA | NA | 3.0 | 2.4 | 2.7 | 3.6 | 3.4 | 1.3 | 1.9 | 1.8 | 1.3 | 1.3 | 1.8 | 1.8 | 1.6 | 2.6 | 2.0 | 3.3 | 3.3 | 5.3 | 6.0 | 3.7 | 2.8 | 2.1 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.01 | -0.01 | 0.01 | NA | NA | 0.02 | 0.03 | 0.01 | 0.02 | -0.08 | -0.01 | 0.1 | 0.04 | -0.01 | 0.01 | 0.04 | 0.0 | 0.03 | 0.0 | 0.03 | 0.03 | 0.05 | 0.05 | 0.03 | 0.04 | 0.0 | -0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | -0.01 | 0.0 | 0.01 | 0.0 | -0.05 | 0.04 | 0.01 | -0.01 | -0.03 |
| Beta | NA | 0.82 | 0.86 | 0.9 | 0.9 | 0.83 | NA | NA | 1.01 | 0.89 | 0.93 | 0.94 | 0.89 | 0.66 | 0.48 | 0.88 | 0.67 | 0.78 | 0.83 | 0.88 | 0.72 | 1.63 | 1.2 | 1.56 | 1.45 | 1.52 | 1.09 | 1.32 | 1.3 | 0.9 |
| RSquared | NA | 0.76 | 0.79 | 0.86 | 0.88 | 0.79 | NA | NA | 0.63 | 0.86 | 0.86 | 0.91 | 0.91 | 0.53 | 0.53 | 0.72 | 0.51 | 0.57 | 0.59 | 0.65 | 0.39 | 0.69 | 0.53 | 0.55 | 0.74 | 0.65 | 0.54 | 0.78 | 0.72 | 0.39 |
| Yield(%) | N/A | 1.3 | 3.7 | 3.7 | 2.7 | 2.3 | 2.4 | 3.3 | N/A | 4.1 | 3.8 | 2.7 | 1.5 | 0.9 | 1.6 | 2.4 | 2.2 | 2.0 | 2.3 | 2.6 | 2.8 | 2.2 | 2.1 | 3.0 | 3.4 | 6.2 | 7.2 | 4.8 | 4.2 | 0.0 |
| Dividend Growth(%) | N/A | -67.0 | -9.7 | 150.7 | 43.8 | -36.4 | N/A | N/A | N/A | 7.6 | 43.1 | 65.3 | 60.0 | -38.2 | -31.6 | 4.6 | 13.0 | -14.0 | -11.6 | -7.6 | 25.0 | 5.0 | -29.2 | -9.0 | -42.8 | -17.5 | 56.0 | 11.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/06/2005
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