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FULBX: FEDERATED ULTRASHORT BOND FUND SERVICE SHARES (MUTUAL FUND)
Basic Info 9.28 0.01(0.11%) June 05
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 06/27/1997 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.66% |
| Expenses | 0.36% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 1.0 | 4.3 | 5.4 | 3.4 | 2.6 | 2.0 | 2.2 | 4.2 | 5.4 | 6.2 | 5.8 | -1.0 | 0.2 | 2.3 | 3.3 | 1.2 | 1.4 | 1.3 | -0.1 | 0.4 | 0.2 | 2.3 | 0.8 | 2.8 | 9.1 | -4.3 | 3.0 | 4.6 | 2.4 | 1.4 | 1.1 | 1.6 | 5.7 | 6.9 | 9.2 | 31.7 | 20.1 |
| Sharpe Ratio | NA | 0.2 | 1.41 | 1.45 | 0.63 | 0.77 | NA | NA | 0.97 | 1.51 | 1.49 | 1.57 | -2.41 | 0.27 | 0.99 | 1.78 | -0.19 | 1.12 | 2.15 | -0.18 | 0.74 | 0.2 | 2.99 | 0.27 | 2.63 | 4.61 | -2.47 | -0.09 | 0.94 | 0.06 | 0.39 | 0.17 | 0.22 | 1.01 | 1.01 | 1.19 | 3.7 | 3.96 |
| Draw Down(%) | NA | 0.5 | 0.5 | 0.5 | 2.3 | 4.7 | NA | NA | 5.7 | 0.5 | 0.4 | 0.4 | 1.9 | 0.5 | 4.7 | 0.3 | 0.3 | 0.1 | 0.1 | 0.5 | 0.3 | 0.9 | 0.2 | 2.1 | 0.6 | 0.9 | 5.7 | 0.6 | 0.2 | 0.5 | 0.5 | 0.8 | 1.0 | 1.0 | 0.5 | 1.0 | 0.5 | 1.0 |
| Standard Deviation(%) | NA | 1.5 | 1.7 | 1.6 | 1.4 | 1.3 | NA | NA | 2.7 | 1.6 | 1.7 | 1.4 | 1.0 | 0.5 | 2.1 | 1.0 | 0.7 | 0.6 | 0.5 | 0.6 | 0.6 | 0.7 | 0.7 | 2.7 | 1.0 | 2.0 | 2.1 | 1.7 | 1.2 | 2.4 | 1.0 | 2.2 | 1.8 | 3.3 | 2.7 | 4.9 | 7.6 | 9.9 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.05 | 0.03 | 0.03 | NA | NA | 0.05 | 0.05 | 0.05 | 0.08 | -0.13 | 0.01 | 0.07 | 0.05 | -0.01 | 0.03 | 0.09 | -0.01 | 0.03 | 0.01 | 0.13 | 0.06 | 0.14 | 0.23 | -0.12 | 0.0 | 0.02 | 0.0 | 0.02 | 0.01 | 0.02 | 0.07 | 0.04 | 0.06 | 0.14 | 0.12 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | 0.07 | 0.07 |
| Beta | NA | 0.53 | 0.58 | 0.46 | 0.34 | 0.33 | NA | NA | 0.54 | 0.52 | 0.49 | 0.27 | 0.19 | 0.14 | 0.31 | 0.36 | 0.23 | 0.21 | 0.12 | 0.14 | 0.13 | 0.19 | 0.17 | 0.13 | 0.19 | 0.39 | 0.42 | 0.41 | 0.47 | 0.53 | 0.17 | 0.42 | 0.23 | 0.49 | 0.69 | 1.05 | 2.08 | 3.42 |
| RSquared | NA | 0.57 | 0.54 | 0.51 | 0.42 | 0.29 | NA | NA | 0.19 | 0.5 | 0.53 | 0.5 | 0.3 | 0.09 | 0.04 | 0.39 | 0.16 | 0.12 | 0.1 | 0.09 | 0.06 | 0.08 | 0.05 | 0.0 | 0.17 | 0.21 | 0.42 | 0.36 | 0.55 | 0.14 | 0.12 | 0.19 | 0.13 | 0.23 | 0.38 | 0.27 | 0.52 | 0.61 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 4.8 | 3.4 | 1.3 | 0.7 | 1.5 | 2.2 | 1.9 | 1.2 | 0.9 | 0.7 | 0.7 | 0.9 | 1.3 | 1.5 | 1.7 | 2.4 | 3.3 | 4.4 | 3.8 | 3.6 | 2.4 | 2.7 | 4.1 | 5.6 | 6.7 | 10.8 | 26.4 | 18.1 |
| Dividend Growth(%) | N/A | -69.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 46.3 | 151.5 | 85.3 | -52.8 | -30.7 | 14.6 | 52.3 | 45.1 | 25.8 | 3.3 | -30.2 | -26.5 | -16.4 | -9.1 | -26.0 | -32.5 | -25.8 | 16.2 | 425.0 | 47.8 | -9.8 | -36.2 | -27.3 | -16.7 | -39.4 | -58.3 | 46.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/1997
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