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
FTRLX: FEDERATED TOTAL RETURN BOND FUND CLASS R6 SHARES (MUTUAL FUND)
Basic Info 9.38 0.01(0.11%) June 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 04/20/2015 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.19% |
| Expenses | 0.38% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/20/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -0.7 | 4.8 | 3.9 | 0.3 | 2.3 | 2.2 | 7.3 | 1.9 | 5.2 | -12.4 | 0.2 | 9.3 | 9.6 | -1.1 | 4.5 | 5.0 | -2.4 |
| Sharpe Ratio | NA | -0.9 | 0.39 | 0.12 | -0.4 | 0.13 | 0.16 | 0.97 | -0.3 | 0.21 | -1.95 | 0.06 | 1.73 | 2.68 | -0.96 | 1.56 | 1.63 | -1.11 |
| Draw Down(%) | NA | 2.9 | 2.9 | 6.2 | 17.0 | 17.0 | 17.0 | 2.7 | 4.0 | 7.5 | 16.2 | 2.7 | 9.2 | 1.8 | 2.7 | 1.3 | 3.3 | 2.9 |
| Standard Deviation(%) | NA | 4.2 | 4.0 | 5.5 | 5.8 | 4.8 | 4.6 | 4.6 | 5.5 | 7.4 | 7.1 | 3.0 | 5.2 | 3.0 | 2.6 | 2.5 | 2.9 | 3.1 |
| Treynor Ratio | NA | -0.25 | 0.18 | 0.11 | -0.38 | 0.25 | 0.36 | -12.72 | -0.26 | 0.2 | -1.53 | 0.28 | 11.43 | -1.17 | 0.86 | -0.42 | -3.98 | 0.81 |
| Alpha | NA | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.05 | 0.0 | 0.03 | 0.04 | -0.01 | 0.02 | 0.02 | -0.01 |
| Beta | NA | 0.15 | 0.09 | 0.06 | 0.06 | 0.02 | 0.02 | 0.0 | 0.06 | 0.08 | 0.09 | 0.01 | 0.01 | -0.07 | -0.03 | -0.09 | -0.01 | -0.04 |
| RSquared | NA | 0.26 | 0.07 | 0.03 | 0.03 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.1 | 0.0 | 0.0 | 0.08 | 0.04 | 0.07 | 0.0 | 0.05 |
| Yield(%) | N/A | 1.4 | 4.2 | 4.2 | 3.5 | 3.6 | N/A | 4.6 | 4.4 | 3.9 | 2.8 | 3.7 | 4.7 | 3.6 | 3.1 | 3.3 | 3.8 | 2.5 |
| Dividend Growth(%) | N/A | -67.8 | -7.3 | -4.8 | 0.4 | N/A | N/A | 2.4 | 13.8 | 20.2 | -28.9 | -16.9 | 38.4 | 12.0 | -4.6 | -12.0 | 45.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2015
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 EQUITY Asset Class Trend Rankings |
Latest Articles Related to FTRLX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
