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FSHIX: FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 10.07 0.01(0.10%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 09/29/1981 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.93% |
| Expenses | 0.72% |
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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 09/29/1981 |
2025 | 2024 | 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 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.9 | 3.8 | 3.7 | 1.6 | 1.6 | 1.7 | 2.1 | 3.6 | 4.2 | 2.8 | 4.3 | -3.8 | 0.1 | 2.0 | 3.3 | 1.2 | 2.2 | -0.0 | 0.6 | 2.1 | 0.5 | 2.4 | 5.1 | 1.3 | 6.8 | 0.2 | 3.1 | 3.3 | 1.4 | 1.4 | 2.5 | 5.2 | 5.5 | 5.1 | 1.5 | 4.9 | 4.5 | 4.0 | 8.1 | 0.1 | 4.0 | 5.1 | 7.3 | 6.3 | 6.5 | 5.6 | 2.3 | 7.6 | 6.6 | 6.9 | 5.6 | 10.2 | 3.1 |
| Sharpe Ratio | NA | -0.36 | 0.91 | 0.24 | -0.53 | -0.02 | NA | NA | 0.55 | 0.63 | -0.45 | 0.39 | -3.0 | 0.11 | 0.43 | 1.96 | -0.24 | 1.65 | -0.29 | 0.72 | 2.52 | 0.33 | 2.36 | 4.28 | 1.12 | 4.76 | -0.34 | -0.04 | -0.09 | -0.79 | 0.29 | 1.24 | 2.55 | 1.93 | 0.62 | -1.23 | 0.85 | 0.54 | 0.2 | 2.23 | -1.5 | 1.22 | 1.53 | 1.91 | 0.42 | 0.31 | 0.4 | -0.92 | 1.59 | 0.42 | -0.06 | -0.36 | 0.72 | 1.17 |
| Draw Down(%) | NA | 1.2 | 1.2 | 1.9 | 6.2 | 7.1 | NA | NA | 7.1 | 1.9 | 1.1 | 1.5 | 5.7 | 1.1 | 7.1 | 0.8 | 0.3 | 0.6 | 1.5 | 0.9 | 0.6 | 2.1 | 0.9 | 1.1 | 1.4 | 0.8 | 3.4 | 0.8 | 0.5 | 0.6 | 1.6 | 1.1 | 1.5 | 0.9 | 0.4 | 0.8 | 0.8 | 0.9 | 1.1 | 0.6 | 1.9 | 0.7 | 0.7 | 0.2 | 0.4 | 0.7 | 0.5 | 2.0 | 0.9 | 1.1 | 0.6 | 0.2 | 0.5 | 0.0 |
| Standard Deviation(%) | NA | 1.4 | 1.3 | 1.8 | 1.7 | 1.8 | NA | NA | 1.8 | 2.1 | 1.8 | 1.7 | 1.7 | 0.9 | 4.0 | 1.0 | 0.8 | 0.9 | 0.9 | 0.8 | 0.8 | 1.3 | 1.0 | 1.2 | 1.1 | 1.4 | 2.3 | 1.4 | 1.3 | 1.0 | 1.4 | 1.4 | 1.6 | 1.6 | 1.4 | 1.5 | 1.6 | 1.5 | 1.8 | 1.8 | 2.0 | 1.5 | 1.7 | 1.8 | 1.8 | 1.8 | 1.8 | 2.1 | 2.0 | 2.5 | 2.6 | 2.0 | 3.3 | 3.1 |
| Treynor Ratio | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | -0.01 | 0.01 | -0.04 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.04 | 0.01 | 0.05 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.03 | 0.03 | 0.01 | -0.02 | 0.01 | 0.01 | 0.0 | 0.03 | -0.02 | 0.02 | 0.03 | 0.04 | 0.01 | 0.01 | 0.01 | -0.03 | 0.05 | 0.01 | 0.0 | -0.01 | 0.02 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.08 | 1.01 | 1.27 | 1.28 | 1.45 | NA | NA | 1.07 | 1.32 | 1.22 | 1.31 | 1.35 | 0.91 | 1.95 | 1.09 | 0.73 | 0.83 | 0.95 | 0.9 | 1.21 | 1.55 | 1.19 | 1.37 | 1.23 | 1.26 | 1.34 | 1.02 | 0.97 | 1.06 | 1.3 | 1.3 | 1.24 | 1.03 | 0.95 | 1.04 | 1.19 | 1.09 | 1.16 | 1.2 | 1.25 | 0.91 | 1.03 | 0.87 | 0.93 | 0.92 | 0.91 | 0.76 | 0.72 | 0.88 | 1.08 | 1.12 | 1.06 | 0.76 |
| RSquared | NA | 0.69 | 0.68 | 0.69 | 0.67 | 0.69 | NA | NA | 0.64 | 0.72 | 0.65 | 0.72 | 0.63 | 0.18 | 0.88 | 0.5 | 0.33 | 0.24 | 0.31 | 0.22 | 0.27 | 0.38 | 0.28 | 0.35 | 0.42 | 0.54 | 0.61 | 0.61 | 0.53 | 0.61 | 0.57 | 0.6 | 0.68 | 0.74 | 0.79 | 0.65 | 0.78 | 0.75 | 0.7 | 0.73 | 0.71 | 0.57 | 0.7 | 0.76 | 0.83 | 0.78 | 0.71 | 0.45 | 0.38 | 0.43 | 0.77 | 0.92 | 0.83 | 0.83 |
| Yield(%) | N/A | 1.0 | 2.7 | 2.8 | 2.1 | 1.8 | 1.8 | 2.1 | N/A | 2.9 | 2.8 | 2.5 | 1.3 | 0.9 | 1.4 | 1.8 | 1.8 | 1.5 | 1.3 | 1.4 | 1.4 | 1.5 | 1.8 | 2.1 | 1.7 | 3.0 | 3.5 | 3.5 | 3.3 | 2.9 | 2.5 | 2.7 | 3.5 | 4.2 | 4.4 | 4.2 | 4.3 | 4.3 | 4.2 | 4.3 | 3.9 | 4.0 | 4.6 | 5.6 | 6.0 | 5.8 | 5.5 | 4.9 | 5.5 | 6.1 | 6.3 | 5.9 | 8.0 | 3.2 |
| Dividend Growth(%) | N/A | -66.9 | -6.4 | 108.5 | 40.2 | -18.2 | -48.6 | -52.8 | N/A | 5.4 | 12.0 | 85.9 | 44.0 | -35.4 | -24.4 | 3.6 | 21.9 | 9.3 | -4.2 | -4.7 | -5.1 | -17.4 | -10.8 | 21.0 | -39.5 | -16.9 | -2.2 | 5.6 | 14.5 | 12.5 | -7.1 | -21.2 | -14.9 | -4.3 | 2.1 | -1.8 | -0.9 | 1.8 | 2.8 | 5.5 | -2.4 | -13.1 | -17.4 | -5.6 | 3.4 | 5.9 | 8.8 | -8.4 | -9.9 | -2.5 | 5.7 | -25.3 | 147.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/1981
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See Muni National Short Asset Class Trend Rankings |
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