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FULIX: FEDERATED ULTRASHORT BOND FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 9.28 0.01(0.11%) June 05
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 02/28/2000 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.35% |
| Expenses | 0.36% |
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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 02/28/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.3 | 3.8 | 4.6 | 2.9 | 2.5 | 2.1 | 2.4 | 3.0 | 2.2 | 4.9 | 5.6 | -1.0 | 0.1 | 2.4 | 3.8 | 1.7 | 1.8 | 1.7 | 0.3 | 0.9 | 0.6 | 2.7 | 1.2 | 3.3 | 9.6 | -3.9 | 3.4 | 5.0 | 2.9 | 1.7 | 1.6 | 0.8 | 6.2 | 18.1 |
| Sharpe Ratio | NA | -1.52 | 0.79 | 0.87 | 0.28 | 0.7 | NA | NA | 0.82 | -0.53 | 0.78 | 1.28 | -2.46 | 0.15 | 1.03 | 2.24 | 0.39 | 1.76 | 2.07 | 0.56 | 1.24 | 0.69 | 3.53 | 0.43 | 2.9 | 4.74 | -2.22 | 0.17 | 1.19 | 0.27 | 0.67 | 0.38 | -0.19 | 1.1 | 2.57 |
| Draw Down(%) | NA | 0.5 | 0.5 | 0.5 | 2.3 | 4.7 | NA | NA | 5.3 | 0.5 | 0.3 | 0.4 | 1.9 | 0.5 | 4.7 | 0.3 | 0.3 | 0.1 | 0.1 | 0.3 | 0.2 | 0.9 | 0.2 | 2.0 | 0.6 | 0.9 | 5.3 | 0.6 | 0.2 | 0.5 | 0.5 | 0.8 | 1.4 | 1.0 | 0.5 |
| Standard Deviation(%) | NA | 1.2 | 1.4 | 1.5 | 1.4 | 1.3 | NA | NA | 2.0 | 1.2 | 1.6 | 1.5 | 1.0 | 0.5 | 2.1 | 1.0 | 0.8 | 0.7 | 0.7 | 0.5 | 0.7 | 0.9 | 0.8 | 2.7 | 1.1 | 2.0 | 2.2 | 1.8 | 1.3 | 2.5 | 1.1 | 2.3 | 1.7 | 3.5 | 6.8 |
| Treynor Ratio | NA | -0.06 | 0.03 | 0.03 | 0.01 | 0.03 | NA | NA | 0.04 | -0.02 | 0.03 | 0.06 | -0.16 | 0.0 | 0.16 | 0.06 | 0.01 | 0.06 | 0.07 | 0.04 | 0.06 | 0.03 | 0.12 | 0.08 | 0.16 | 0.23 | -0.11 | 0.01 | 0.03 | 0.01 | 0.04 | 0.02 | -0.02 | 0.07 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 |
| Beta | NA | 0.27 | 0.43 | 0.41 | 0.32 | 0.31 | NA | NA | 0.4 | 0.32 | 0.46 | 0.3 | 0.15 | 0.16 | 0.13 | 0.37 | 0.33 | 0.18 | 0.21 | 0.07 | 0.14 | 0.22 | 0.23 | 0.15 | 0.21 | 0.41 | 0.43 | 0.43 | 0.51 | 0.58 | 0.19 | 0.44 | 0.19 | 0.51 | 1.64 |
| RSquared | NA | 0.27 | 0.39 | 0.46 | 0.39 | 0.27 | NA | NA | 0.17 | 0.34 | 0.52 | 0.51 | 0.2 | 0.11 | 0.02 | 0.42 | 0.26 | 0.08 | 0.15 | 0.04 | 0.05 | 0.07 | 0.09 | 0.01 | 0.17 | 0.22 | 0.42 | 0.36 | 0.56 | 0.15 | 0.13 | 0.2 | 0.09 | 0.23 | 0.34 |
| Yield(%) | N/A | 1.5 | 4.3 | 4.6 | 3.3 | 2.6 | 2.2 | 2.4 | N/A | 4.9 | 4.9 | 3.5 | 1.3 | 0.6 | 1.6 | 2.6 | 2.3 | 1.7 | 1.3 | 1.1 | 1.1 | 1.4 | 1.7 | 2.0 | 2.2 | 2.9 | 3.8 | 4.9 | 4.2 | 4.2 | 2.8 | 3.1 | 3.4 | 6.0 | 16.3 |
| Dividend Growth(%) | N/A | -69.7 | -14.0 | 246.6 | 80.8 | 7.0 | N/A | N/A | N/A | 0.8 | 45.0 | 155.4 | 105.6 | -59.0 | -38.6 | 10.6 | 37.2 | 34.1 | 16.0 | -1.0 | -21.1 | -19.0 | -12.7 | -8.1 | -20.2 | -29.0 | -23.7 | 15.4 | 400.0 | 51.9 | -13.3 | -9.1 | -44.5 | -62.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2000
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