Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHEQX (Federated Hermes SDG Engagement Equity Fund Class A Shares) | 5.43% | 12.25% | 7.35% | 2.16% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHEQX (Federated Hermes SDG Engagement Equity Fund Class A Shares) | 11/06/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 12.25 | 7.35 | 2.16 | NA | NA | NA | … | … | 5.43 | 4.20 | 1.82 | 17.96 | -18.68 | 17.28 | 7.99 | 3.07 |
| Sharpe Ratio | NA | 0.66 | 0.27 | -0.03 | NA | NA | NA | … | … | 0.64 | 0.08 | -0.13 | 0.99 | -0.88 | 1.28 | 0.22 | 2.59 |
| Standard Deviation(%) | NA | 14.50 | 15.32 | 16.85 | NA | NA | NA | … | … | 16.57 | 16.62 | 14.05 | 14.54 | 22.95 | 13.50 | 34.78 | 8.40 |
| Draw Down(%) | NA | 11.16 | 23.02 | 27.95 | NA | NA | NA | … | … | 11.16 | 19.91 | 8.00 | 15.49 | 27.84 | 6.67 | 40.76 | 1.77 |
| Yield(%) | 0.00 | 3.78 | 2.30 | 1.31 | 1.06 | 0.70 | 0.53 | … | … | 0.00 | 3.72 | 1.76 | 0.98 | 0.11 | 0.31 | 0.94 | 1.54 |
Data as of 06/05/2026, Common starting date is 11/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHEQX (Federated Hermes SDG Engagement Equity Fund Class A Shares) |
-0.78%
Dec 2021 – Dec 2024 |
2.21%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHEQX (Federated Hermes SDG Engagement Equity Fund Class A Shares) |
15.91%
Mar 2020 – Mar 2023 |
10.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart