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ICFIX: FEDERATED INTERCONTINENTAL FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/29/2007 |
| Last Dividend Date: | 12/28/2016 |
| 12-Mo. Yield | 2.19% |
| Expenses | 1.18% |
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Performance Analytics (As of 08/30/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/29/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -20.7 | -10.2 | -7.2 | -0.7 | -2.4 | -2.4 | -8.0 | -4.9 | -0.8 | -9.9 | 11.0 | 21.6 | -15.9 | 17.1 | 35.1 | -47.4 | 5.9 |
| Sharpe Ratio | NA | -0.41 | -0.36 | -0.05 | -0.11 | -0.11 | -0.4 | -0.29 | -0.05 | -0.81 | 0.82 | 1.27 | -0.54 | 0.75 | 1.23 | -1.12 | 0.65 |
| Draw Down(%) | NA | 24.4 | 24.5 | 25.8 | 64.1 | 64.1 | 24.4 | 14.5 | 17.8 | 16.3 | 11.9 | 15.5 | 30.7 | 18.1 | 26.6 | 58.6 | 11.9 |
| Standard Deviation(%) | NA | 26.0 | 20.6 | 17.9 | 24.7 | 24.7 | 30.9 | 17.7 | 16.4 | 12.3 | 13.4 | 17.1 | 29.7 | 22.9 | 28.4 | 43.1 | 24.4 |
| Treynor Ratio | NA | -0.1 | -0.08 | -0.01 | -0.03 | -0.03 | -0.1 | -0.05 | -0.01 | -0.1 | 0.11 | 0.22 | -0.15 | 0.16 | 0.37 | -0.48 | 0.14 |
| Alpha | NA | -0.1 | -0.03 | -0.03 | -0.02 | -0.02 | -0.15 | -0.03 | 0.01 | -0.02 | -0.03 | 0.01 | -0.01 | 0.03 | 0.02 | -0.04 | 0.0 |
| Beta | NA | 1.06 | 0.97 | 0.97 | 1.01 | 1.01 | 1.23 | 0.97 | 0.93 | 1.03 | 0.97 | 0.98 | 1.06 | 1.05 | 0.96 | 1.01 | 1.15 |
| RSquared | NA | 0.17 | 0.53 | 0.6 | 0.85 | 0.85 | 0.13 | 0.93 | 0.76 | 0.88 | 0.86 | 0.92 | 0.95 | 0.94 | 0.93 | 0.93 | 0.81 |
| Yield(%) | N/A | 2.2 | 1.6 | 1.8 | 1.7 | N/A | 0.0 | 2.2 | 2.3 | 0.9 | 1.6 | 1.6 | 1.4 | 1.0 | 3.3 | 3.1 | 4.4 |
| Dividend Growth(%) | N/A | -8.3 | 14.6 | -43.6 | N/A | N/A | -100.0 | -8.3 | 139.6 | -43.9 | 16.9 | -2.9 | 55.4 | -57.4 | -46.8 | -29.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2007
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