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FGCAX: FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 10.08 0.03(0.30%) June 17
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 02/22/2007 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 3.48% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/12/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/22/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.1 | 3.4 | 4.4 | 1.5 | 1.9 | -0.6 | 5.7 | 3.9 | 4.7 | -5.7 | -0.6 | 4.7 | 4.9 | 0.5 | 1.5 | 2.9 | 0.2 | -28.7 |
| Sharpe Ratio | NA | -0.75 | 0.38 | 0.44 | -0.35 | 0.12 | -0.17 | 1.18 | 0.09 | 0.29 | -2.16 | -0.55 | 2.41 | 1.99 | -0.71 | 0.61 | 1.58 | 0.1 | -0.13 |
| Draw Down(%) | NA | 1.6 | 1.6 | 1.6 | 8.6 | 8.6 | 29.1 | 1.3 | 1.4 | 2.0 | 7.8 | 1.2 | 2.6 | 1.0 | 1.1 | 0.7 | 1.5 | 1.6 | 29.1 |
| Standard Deviation(%) | NA | 2.4 | 2.2 | 2.6 | 2.8 | 2.3 | 9.8 | 2.4 | 2.7 | 3.6 | 3.3 | 1.2 | 1.8 | 1.7 | 1.3 | 1.5 | 1.7 | 1.8 | 35.0 |
| Treynor Ratio | NA | -0.37 | 0.26 | 0.75 | -0.48 | 0.34 | 0.09 | -1.64 | 0.1 | 0.8 | -1.98 | -0.48 | -22.89 | -1.05 | 0.59 | -0.36 | 8.0 | -0.41 | 0.09 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 |
| Beta | NA | 0.05 | 0.03 | 0.02 | 0.02 | 0.01 | -0.18 | -0.02 | 0.02 | 0.01 | 0.04 | 0.01 | 0.0 | -0.03 | -0.02 | -0.02 | 0.0 | 0.0 | -0.55 |
| RSquared | NA | 0.16 | 0.06 | 0.01 | 0.03 | 0.01 | 0.29 | 0.02 | 0.02 | 0.0 | 0.12 | 0.04 | 0.0 | 0.07 | 0.05 | 0.02 | 0.0 | 0.0 | 0.94 |
| Yield(%) | N/A | 1.6 | 3.8 | 3.6 | 2.6 | 2.2 | N/A | 3.9 | 3.6 | 2.5 | 1.4 | 1.2 | 1.3 | 2.1 | 2.0 | 1.7 | 2.1 | 2.3 | 0.8 |
| Dividend Growth(%) | N/A | -58.5 | -1.8 | 152.4 | 54.9 | N/A | N/A | 8.5 | 46.9 | 65.0 | 19.7 | -10.1 | -35.9 | 4.8 | 15.4 | -15.2 | -13.6 | 185.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2007
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