Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHERX (Federated Hermes SDG Engagement Equity Fund Class R6 Shares) | 8.40% | 13.36% | 7.69% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHERX (Federated Hermes SDG Engagement Equity Fund Class R6 Shares) | 06/14/2021 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.63 | 13.36 | 7.69 | NA | NA | NA | NA | … | … | 8.40 | 4.50 | 2.09 | 18.31 | -18.39 | 3.96 |
| Sharpe Ratio | NA | 0.72 | 0.29 | NA | NA | NA | NA | … | … | 1.02 | 0.10 | -0.11 | 1.02 | -0.87 | 0.55 |
| Standard Deviation(%) | NA | 14.79 | 15.37 | NA | NA | NA | NA | … | … | 16.83 | 16.61 | 13.99 | 14.44 | 22.96 | 13.02 |
| Draw Down(%) | NA | 11.12 | 22.84 | NA | NA | NA | NA | … | … | 11.12 | 19.79 | 7.92 | 15.44 | 27.68 | 6.63 |
| Yield(%) | 0.00 | 3.93 | 2.48 | 1.58 | 0.79 | 0.53 | 0.39 | … | … | 0.00 | 3.94 | 2.03 | 1.19 | 0.31 | 0.74 |
Data as of 06/12/2026, Common starting date is 06/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHERX (Federated Hermes SDG Engagement Equity Fund Class R6 Shares) |
-0.48%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHERX (Federated Hermes SDG Engagement Equity Fund Class R6 Shares) |
12.49%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart