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FTIIX: FEDERATED GLOBAL TOTAL RETURN BOND FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 09/12/1991 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.46% |
| Expenses | 1.05% |
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Performance Analytics (As of 01/24/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/12/1991 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.1 | -5.5 | -2.9 | -0.9 | -0.6 | 0.4 | 2.9 | 0.0 | -3.7 | 3.6 | -16.6 | -4.7 | 8.9 | 5.0 | -2.6 | 6.1 | -0.1 | -4.2 | -2.3 | -6.3 | 2.3 | 3.5 | 3.7 | 6.8 | 6.9 | 10.1 | 2.2 | -9.5 | 12.0 | 21.9 | 24.4 | -4.2 | -4.3 | -11.7 | 14.5 | -5.0 | 10.8 | 17.5 | -4.6 | 20.2 | -2.8 | 11.4 |
| Sharpe Ratio | NA | -1.32 | -1.35 | -0.83 | -0.41 | NA | NA | 0.13 | -2.78 | -1.72 | -0.08 | -2.27 | -1.14 | 1.3 | 1.0 | -1.02 | 1.33 | -0.04 | -0.53 | -0.44 | -0.87 | 0.4 | 0.42 | 0.43 | 0.65 | 0.53 | 0.94 | -0.14 | -1.47 | 1.13 | 1.57 | 1.98 | -0.69 | -0.9 | -1.94 | 1.38 | -1.24 | 1.65 | 1.72 | -0.96 | 1.87 | -0.63 | 6.4 |
| Draw Down(%) | NA | 6.9 | 21.0 | 26.0 | 26.0 | NA | NA | 26.0 | 0.1 | 6.8 | 9.5 | 22.1 | 6.3 | 11.1 | 2.1 | 6.2 | 2.9 | 13.8 | 7.2 | 8.6 | 9.5 | 3.5 | 7.7 | 8.9 | 8.6 | 13.8 | 6.0 | 5.3 | 11.2 | 8.4 | 8.5 | 5.4 | 8.2 | 13.3 | 13.3 | 3.6 | 8.4 | 3.3 | 4.3 | 12.1 | 6.1 | 7.7 | 1.7 |
| Standard Deviation(%) | NA | 5.8 | 7.1 | 6.6 | 6.2 | NA | NA | 8.0 | 1.1 | 6.0 | 7.4 | 7.9 | 4.2 | 6.6 | 3.6 | 3.9 | 4.1 | 8.1 | 7.9 | 5.4 | 7.2 | 5.6 | 8.1 | 8.3 | 10.3 | 11.3 | 7.6 | 7.7 | 7.9 | 9.8 | 13.5 | 11.7 | 9.5 | 9.4 | 7.7 | 8.1 | 6.8 | 4.4 | 7.9 | 7.9 | 9.7 | 8.2 | 6.2 |
| Treynor Ratio | NA | -0.03 | -0.13 | -0.07 | -0.03 | NA | NA | 0.01 | 0.0 | -0.04 | -0.01 | -0.25 | -0.07 | 0.12 | 0.05 | -0.07 | 0.09 | 0.0 | -0.05 | -0.03 | -0.07 | 0.02 | 0.03 | 0.04 | 0.08 | 0.07 | 0.08 | -0.01 | -0.13 | 0.13 | 0.26 | 0.27 | -0.08 | -0.1 | -0.2 | 0.14 | -0.13 | 0.14 | 0.22 | -0.11 | 0.42 | -0.19 | 0.0 |
| Alpha | NA | 0.04 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | NA | 0.03 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.02 | 0.0 | -0.02 | -0.01 | 0.0 | 0.02 | 0.01 | -0.01 | -0.02 | -0.03 | 0.0 | -0.01 | 0.02 | 0.01 | -0.03 | 0.05 | -0.03 | NA |
| Beta | NA | 2.84 | 0.77 | 0.75 | 0.77 | NA | NA | 0.76 | NA | 2.53 | 0.81 | 0.73 | 0.7 | 0.72 | 0.72 | 0.56 | 0.59 | 0.98 | 0.9 | 0.9 | 0.95 | 0.93 | 0.99 | 0.82 | 0.85 | 0.83 | 0.92 | 0.91 | 0.88 | 0.83 | 0.81 | 0.87 | 0.81 | 0.82 | 0.73 | 0.81 | 0.67 | 0.5 | 0.61 | 0.68 | 0.43 | 0.27 | NA |
| RSquared | NA | 0.03 | 0.69 | 0.73 | 0.78 | NA | NA | 0.65 | 0.0 | 0.08 | 0.88 | 0.89 | 0.68 | 0.88 | 0.87 | 0.82 | 0.92 | 0.94 | 0.85 | 0.9 | 0.93 | 0.89 | 0.92 | 0.89 | 0.89 | 0.84 | 0.58 | 0.82 | 0.88 | 0.85 | 0.43 | 0.44 | 0.78 | 0.77 | 0.58 | 0.73 | 0.73 | 0.42 | 0.7 | 0.61 | 0.16 | 0.16 | 0.0 |
| Yield(%) | N/A | 1.5 | 1.0 | 1.4 | 1.3 | 1.6 | 2.2 | N/A | 0.0 | 1.4 | 2.2 | 0.0 | 2.4 | 1.7 | 1.5 | 1.7 | 0.1 | 2.5 | 0.0 | 0.0 | 1.3 | 3.1 | 4.4 | 4.3 | 6.0 | 4.4 | 5.7 | 1.5 | 3.8 | 6.5 | 7.5 | 7.4 | 0.0 | 0.6 | 4.2 | 4.1 | 5.6 | 7.9 | 8.4 | 5.1 | 8.6 | 6.6 | 2.8 |
| Dividend Growth(%) | N/A | -33.5 | -47.1 | 28.0 | -67.1 | -65.1 | N/A | N/A | -100.0 | -33.5 | N/A | -100.0 | 56.7 | 18.0 | -17.4 | 1194.6 | -94.6 | N/A | N/A | -100.0 | -59.7 | -29.6 | 2.0 | -27.6 | 37.9 | -19.2 | 270.7 | -64.6 | -38.3 | -0.9 | 15.9 | N/A | -100.0 | -87.5 | 13.7 | -33.5 | -28.7 | 2.3 | 47.5 | -33.6 | 16.8 | 162.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/12/1991
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