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FSHSX: FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST SERVICE SHARES (MUTUAL FUND)
Basic Info 10.08 0(0.0%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 08/31/1993 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.68% |
| 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 08/31/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.9 | 3.6 | 3.5 | 1.4 | 1.4 | 1.4 | 1.8 | 2.4 | 3.8 | 2.7 | 4.1 | -4.1 | -0.0 | 1.7 | 3.1 | 0.9 | 1.9 | -0.3 | 0.3 | 1.9 | 0.2 | 2.2 | 4.9 | 1.2 | 6.5 | -0.0 | 2.9 | 3.1 | 1.2 | 1.2 | 2.2 | 4.9 | 5.2 | 4.8 | 1.2 | 4.6 | 4.3 | 3.7 | 7.8 | -0.1 | 1.2 |
| Sharpe Ratio | NA | -0.32 | 0.74 | 0.11 | -0.68 | -0.15 | NA | NA | 0.42 | 0.48 | -0.53 | 0.24 | -3.27 | -0.06 | 0.37 | 1.72 | -0.61 | 1.4 | -0.6 | 0.41 | 2.2 | 0.15 | 2.22 | 4.19 | 1.02 | 4.69 | -0.45 | -0.2 | -0.28 | -1.07 | 0.16 | 1.09 | 2.45 | 1.82 | 0.46 | -1.44 | 0.71 | 0.39 | 0.05 | 2.14 | -1.66 | 0.93 |
| Draw Down(%) | NA | 1.3 | 1.3 | 1.9 | 6.4 | 7.0 | NA | NA | 7.0 | 1.9 | 1.2 | 1.4 | 5.9 | 1.1 | 7.0 | 0.8 | 0.3 | 0.7 | 1.6 | 1.0 | 0.6 | 2.1 | 0.9 | 1.1 | 1.5 | 0.8 | 3.4 | 0.8 | 0.5 | 0.6 | 1.6 | 1.1 | 1.5 | 1.0 | 0.4 | 0.8 | 0.8 | 0.9 | 1.1 | 0.6 | 1.9 | 0.3 |
| Standard Deviation(%) | NA | 1.4 | 1.3 | 1.8 | 1.7 | 1.8 | NA | NA | 1.6 | 2.0 | 1.8 | 1.8 | 1.7 | 0.9 | 3.9 | 0.9 | 0.7 | 0.9 | 0.8 | 0.8 | 0.8 | 1.2 | 1.0 | 1.2 | 1.1 | 1.4 | 2.2 | 1.4 | 1.3 | 1.0 | 1.4 | 1.4 | 1.5 | 1.6 | 1.3 | 1.5 | 1.6 | 1.5 | 1.8 | 1.8 | 1.9 | 1.6 |
| Treynor Ratio | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | -0.01 | 0.0 | -0.04 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | 0.0 | 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 | -0.03 | 0.01 |
| 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 | 0.0 | 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 | -0.01 | 0.0 |
| Beta | NA | 1.05 | 0.94 | 1.25 | 1.26 | 1.43 | NA | NA | 1.21 | 1.29 | 1.22 | 1.3 | 1.35 | 1.0 | 1.93 | 0.97 | 0.65 | 0.89 | 0.83 | 0.82 | 1.14 | 1.54 | 1.05 | 1.3 | 1.17 | 1.21 | 1.31 | 0.97 | 0.92 | 0.99 | 1.26 | 1.25 | 1.18 | 0.98 | 0.9 | 0.99 | 1.14 | 1.04 | 1.11 | 1.16 | 1.21 | 1.02 |
| RSquared | NA | 0.62 | 0.6 | 0.68 | 0.66 | 0.68 | NA | NA | 0.62 | 0.72 | 0.64 | 0.68 | 0.65 | 0.22 | 0.88 | 0.41 | 0.31 | 0.3 | 0.29 | 0.19 | 0.24 | 0.39 | 0.25 | 0.33 | 0.39 | 0.52 | 0.6 | 0.59 | 0.51 | 0.59 | 0.56 | 0.58 | 0.66 | 0.72 | 0.77 | 0.63 | 0.77 | 0.73 | 0.68 | 0.71 | 0.69 | 0.67 |
| Yield(%) | N/A | 0.9 | 2.5 | 2.5 | 1.8 | 1.6 | 1.5 | 1.8 | N/A | 2.7 | 2.5 | 2.3 | 1.0 | 0.5 | 1.1 | 1.6 | 1.5 | 1.2 | 1.1 | 1.1 | 1.2 | 1.3 | 1.6 | 1.9 | 1.6 | 2.8 | 3.3 | 3.3 | 3.1 | 2.6 | 2.3 | 2.5 | 3.2 | 3.9 | 4.1 | 3.9 | 4.0 | 4.1 | 4.0 | 4.0 | 3.6 | 1.2 |
| Dividend Growth(%) | N/A | -67.1 | -6.2 | 152.3 | 48.2 | -22.0 | -52.9 | N/A | N/A | 6.8 | 12.2 | 116.2 | 99.4 | -55.4 | -28.8 | 4.8 | 27.1 | 9.3 | -3.4 | -4.9 | -8.3 | -18.4 | -15.5 | 19.1 | -39.8 | -18.0 | -2.7 | 6.6 | 16.2 | 11.5 | -5.1 | -21.9 | -16.7 | -5.0 | 2.2 | -1.5 | -1.7 | 2.7 | 2.5 | 6.1 | 198.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/1993
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