Nasdaq - Delayed Quote USD

Federated Hermes Shrt-Interm TR Bd IS (FGCIX)

9.89 -0.01 (-0.10%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.36%
5y Average Return 1.33%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 8.02%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 8.02%
Worst 3Y Total Return -0.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FGCIX
Category
YTD
0.22%
0.44%
1-Month
0.48%
0.02%
3-Month
0.22%
0.56%
1-Year
3.52%
2.65%
3-Year
-0.06%
3.38%
5-Year
1.46%
2.40%
10-Year
1.59%
2.01%
Last Bull Market
1.12%
2.63%
Last Bear Market
-1.82%
-0.33%

Annual Total Return (%) History

Year
FGCIX
Category
2024
--
--
2023
5.17%
--
2022
-5.47%
--
2021
-0.28%
--
2020
4.89%
3.81%
2019
5.19%
4.72%
2018
0.81%
0.92%
2017
1.70%
1.73%

2016
3.31%
2.08%
2015
0.34%
0.19%
2014
2.48%
1.07%
2013
-0.17%
0.45%
2012
4.12%
3.67%
2011
5.03%
1.66%
2010
7.25%
4.11%
2009
8.02%
9.30%
2008
4.33%
-4.23%
2007
8.16%
4.29%
2006
4.15%
4.05%
2005
--
1.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.22% -- -- --
2023 1.81% -0.37% 0.16% 3.51%
2022 -3.24% -1.82% -1.81% 1.34%
2021 -0.46% 0.56% 0.08% -0.46%
2020 1.31% 2.33% 0.50% 0.67%
2019 1.94% 1.71% 0.97% 0.48%
2018 -0.56% 0.18% 0.48% 0.70%
2017 0.67% 0.61% 0.59% -0.18%
2016 1.85% 1.57% 0.73% -0.86%
2015 1.14% -0.04% -0.32% -0.43%

2014 1.95% 1.34% -0.53% -0.28%
2013 0.37% -2.64% 1.58% 0.57%
2012 1.50% 0.09% 2.18% 0.30%
2011 0.46% 1.75% 1.86% 0.88%
2010 2.31% 2.50% 2.86% -0.57%
2009 0.12% 1.28% 4.50% 1.95%
2008 3.32% -0.86% -0.07% 1.92%
2007 1.58% -0.13% 3.18% 3.33%
2006 -0.41% 0.07% 3.41% 1.06%
2005 0.46% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 77
3-Month 91
1-Year 87
3-Year 75
5-Year 63

Load Adjusted Returns

1-Year 3.52%
3-Year -0.06%
5-Year 1.46%
10-Year 1.59%

Performance & Risk

YTD Return -0.36%
5y Average Return 1.33%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.40
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Federated
Net Assets 912.24M
YTD Return 0.22%
Yield 2.94%
Morningstar Rating
Inception Date Sep 02, 2005

Fund Summary

The fund's overall investment strategy is to invest in a portfolio consisting primarily of U.S. Treasury securities, U.S. government agency securities, (including mortgage-backed securities issued or guaranteed by U.S. government agencies or instrumentalities), mortgage-backed securities (MBS), asset-backed securities and investment-grade corporate securities. It will invest at least 80% of its net assets plus the amount of any borrowing for investment purposes in fixed-income securities. The fund may invest its assets in securities of other investment companies, including the securities of affiliated money market funds.

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