It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FLDSX: Federated Intermediate Govt Svc (MUTUAL FUND)
Basic Info
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 05/30/2014 |
| 12-Mo. Yield | 1.08% |
| Expenses | 0.55% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/17/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.4 | 1.3 | 2.5 | 3.2 | 3.6 | 3.9 | 0.8 | -1.0 | 1.9 | 4.6 | 4.5 | 2.2 | 6.3 | 6.5 | 4.1 | 1.0 | 0.8 | 1.6 | 5.4 | 7.4 | 6.8 | 4.1 | 3.6 | 5.9 | 4.0 |
| Sharpe Ratio | NA | 0.19 | 0.66 | 1.02 | 0.66 | NA | 0.79 | 1.18 | -0.52 | 1.14 | 1.68 | 1.49 | 0.56 | 0.83 | 1.03 | 0.26 | -0.55 | -0.14 | 0.54 | 1.95 | 1.91 | 1.61 | 0.53 | 0.07 | 2.53 | 4.0 |
| Draw Down(%) | NA | 1.6 | 2.5 | 3.3 | 3.6 | NA | 3.6 | 0.5 | 2.5 | 1.2 | 1.2 | 3.1 | 2.3 | 3.6 | 1.6 | 1.1 | 1.9 | 1.4 | 1.1 | 0.9 | 1.3 | 0.3 | 0.6 | 1.5 | 0.1 | 0.1 |
| Standard Deviation(%) | NA | 1.9 | 2.0 | 2.4 | 3.2 | NA | 2.7 | 1.4 | 1.9 | 1.6 | 2.7 | 2.9 | 3.7 | 6.4 | 3.3 | 2.6 | 2.3 | 1.5 | 1.6 | 2.2 | 2.6 | 1.6 | 1.4 | 2.1 | 0.9 | 1.0 |
| Treynor Ratio | NA | 0.0 | 0.01 | 0.02 | 0.02 | NA | 0.03 | 0.02 | -0.01 | 0.02 | 0.03 | 0.05 | 0.01 | 0.04 | 0.03 | 0.01 | -0.01 | 0.0 | 0.01 | 0.07 | 0.07 | 0.07 | 0.04 | 0.01 | 0.2 | 0.19 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 1.3 | 1.18 | 1.1 | 1.18 | NA | 0.74 | 0.94 | 1.37 | 0.92 | 1.41 | 0.88 | 1.42 | 1.34 | 1.12 | 1.2 | 1.12 | 0.62 | 0.61 | 0.61 | 0.7 | 0.36 | 0.18 | 0.12 | 0.11 | 0.22 |
| RSquared | NA | 0.55 | 0.45 | 0.51 | 0.55 | NA | 0.4 | 0.48 | 0.51 | 0.32 | 0.62 | 0.44 | 0.74 | 0.46 | 0.74 | 0.8 | 0.67 | 0.71 | 0.75 | 0.59 | 0.74 | 0.31 | 0.09 | 0.02 | 0.08 | 0.35 |
| Yield(%) | N/A | 1.1 | 1.3 | 1.5 | 2.6 | 3.1 | N/A | 0.5 | 1.1 | 1.4 | 1.8 | 1.7 | 1.6 | 4.0 | 4.9 | 4.6 | 3.4 | 2.0 | 2.0 | 3.5 | 5.4 | 5.7 | 4.9 | 5.1 | 5.6 | 3.3 |
| Dividend Growth(%) | N/A | -13.4 | -33.1 | -60.6 | N/A | N/A | N/A | -57.3 | -23.1 | -21.4 | 10.3 | 10.0 | -60.9 | -16.2 | 5.8 | 33.2 | 67.5 | -0.0 | -42.3 | -34.1 | -4.7 | 15.8 | -5.3 | -9.3 | 71.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SHORT GOVERNMENT Asset Class Trend Rankings |
Top Rated Funds in SHORT GOVERNMENT
Best Mutual Funds
- VFISX (VANGUARD SHORT-TERM TREASURY FUND INVESTOR SHARES) (100%)
- VSGBX (VANGUARD SHORT-TERM FEDERAL FUND INVESTOR SHARES) (95%)
- GSTGX (GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND INSTITUTIONAL) (94%)
- VFIRX (VANGUARD SHORT-TERM TREASURY FUND ADMIRAL SHARES) (93%)
- FSGVX (FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES) (91%)
- VSGDX (VANGUARD SHORT-TERM FEDERAL FUND ADMIRAL SHARES) (90%)
- WSGIX (WELLS FARGO SHORT DURATION GOVERNMENT BOND FUND INSTITUTIONAL CLASS) (89%)
- MPSUX (BNY MELLON SHORT-TERM U.S. GOVERNMENT SECURITIES FUND CLASS M SHARES) (88%)
- FFXSX (FIDELITY LIMITED TERM GOVERNMENT FUND FIDELITY LIMITED TERM GOVERNMENT FUND) (87%)
- PYUSX (PAYDEN U.S. GOVERNMENT FUND PAYDEN U.S. GOVERNMENT FUND (INVESTOR CLASS)) (85%)
Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) (98%)
- SHV (iShares Short Treasury Bond ETF) (96%)
- VGSH (Vanguard Short-Term Treasury ETF) (21%)
- SCHO (Schwab Short-Term US Treasury ETF) (17%)
Best Closed End Funds
* Day change on 06/17/2014.Latest Articles Related to FLDSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
