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FIMYX: FEDERATED INTERMEDIATE MUNICIPAL TRUST CLASS Y SHARES (MUTUAL FUND)
Basic Info 9.8 0.01(0.10%) June 05
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 10/06/2003 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.04% |
| Expenses | 0.46% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/06/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.0 | 6.0 | 3.9 | 1.1 | 2.0 | 2.8 | 3.0 | 2.9 | 4.9 | 1.6 | 6.7 | -7.4 | 0.3 | 4.1 | 7.2 | 0.7 | 4.7 | 0.4 | 3.1 | 6.6 | -1.8 | 5.2 | 10.0 | 3.1 | 10.0 | -3.4 | 0.9 | 4.1 | 2.7 | 2.9 | 0.6 |
| Sharpe Ratio | NA | -0.09 | 1.56 | 0.21 | -0.46 | 0.11 | NA | NA | 0.56 | 0.57 | -0.75 | 0.92 | -2.56 | 0.17 | 0.52 | 3.2 | -0.44 | 2.1 | 0.07 | 1.63 | 3.81 | -0.65 | 2.24 | 3.87 | 1.14 | 3.08 | -0.88 | -0.93 | 0.34 | 0.23 | 0.68 | 0.87 |
| Draw Down(%) | NA | 2.7 | 2.7 | 4.4 | 12.5 | 12.5 | NA | NA | 12.5 | 3.9 | 2.1 | 4.7 | 11.4 | 2.0 | 11.0 | 1.6 | 1.8 | 1.4 | 5.2 | 2.4 | 1.1 | 5.3 | 2.1 | 2.2 | 4.1 | 3.0 | 10.5 | 3.1 | 1.1 | 1.6 | 4.0 | 0.7 |
| Standard Deviation(%) | NA | 2.6 | 2.2 | 3.2 | 3.1 | 3.4 | NA | NA | 3.1 | 3.6 | 2.7 | 3.4 | 3.5 | 1.5 | 7.4 | 1.8 | 1.6 | 1.9 | 2.6 | 1.9 | 1.7 | 2.7 | 2.3 | 2.6 | 2.6 | 3.2 | 5.0 | 2.4 | 2.1 | 2.0 | 2.8 | 2.0 |
| Treynor Ratio | NA | 0.0 | 0.04 | 0.01 | -0.02 | 0.0 | NA | NA | 0.02 | 0.02 | -0.02 | 0.03 | -0.1 | 0.0 | 0.04 | 0.06 | -0.01 | 0.05 | 0.0 | 0.03 | 0.08 | -0.02 | 0.05 | 0.1 | 0.03 | 0.1 | -0.05 | -0.02 | 0.01 | 0.01 | 0.03 | 0.03 |
| 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.86 | 0.87 | 0.92 | 0.92 | 0.97 | NA | NA | 0.94 | 0.89 | 0.92 | 0.98 | 0.93 | 0.85 | 1.04 | 0.93 | 0.83 | 0.82 | 0.98 | 0.89 | 0.83 | 0.88 | 1.02 | 1.01 | 0.95 | 0.98 | 0.92 | 0.95 | 0.87 | 0.8 | 0.75 | 0.65 |
| RSquared | NA | 0.89 | 0.88 | 0.93 | 0.92 | 0.92 | NA | NA | 0.89 | 0.96 | 0.92 | 0.93 | 0.94 | 0.65 | 0.96 | 0.77 | 0.75 | 0.8 | 0.9 | 0.8 | 0.72 | 0.9 | 0.82 | 0.88 | 0.88 | 0.92 | 0.89 | 0.79 | 0.85 | 0.83 | 0.87 | 0.76 |
| Yield(%) | N/A | 1.1 | 3.0 | 3.1 | 2.4 | 2.5 | 2.9 | 3.1 | N/A | 3.2 | 3.1 | 2.9 | 1.8 | 1.1 | 1.9 | 2.8 | 2.8 | 2.6 | 3.6 | 2.7 | 3.5 | 4.4 | 3.0 | 3.6 | 3.8 | 4.0 | 4.0 | 4.4 | 4.5 | 4.5 | 3.8 | 0.0 |
| Dividend Growth(%) | N/A | -66.5 | -6.6 | 69.3 | -5.3 | -31.0 | N/A | N/A | N/A | 3.6 | 10.4 | 48.8 | 54.5 | -40.2 | -27.1 | -4.6 | 10.0 | -28.7 | 31.8 | -20.6 | -25.3 | 51.1 | -11.2 | -7.0 | 0.0 | -7.0 | -11.1 | -3.2 | -1.3 | 17.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2003
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See Muni National Interm Asset Class Trend Rankings |
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