Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHGIX (Federated Hermes Global Equity Fund Institutional Shares) | NA | -5.67% | -5.36% | 3.86% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 04/24/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHGIX (Federated Hermes Global Equity Fund Institutional Shares) | 04/24/2019 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.86 | -5.67 | -5.36 | 3.86 | NA | NA | NA | … | … | -10.40 | 19.53 | -23.31 | 17.26 | 20.54 | 8.69 |
| Sharpe Ratio | NA | -0.42 | -0.43 | 0.06 | NA | NA | NA | … | … | -0.59 | 1.24 | -1.07 | 1.32 | 0.63 | 0.98 |
| Standard Deviation(%) | NA | 29.96 | 23.20 | 23.55 | NA | NA | NA | … | … | 31.35 | 12.46 | 23.14 | 13.04 | 31.85 | 11.79 |
| Draw Down(%) | NA | 26.09 | 30.56 | 32.04 | NA | NA | NA | … | … | 26.09 | 11.18 | 30.20 | 6.41 | 32.04 | 6.87 |
| Yield(%) | 0.70 | 2.04 | 1.06 | 1.17 | 0.61 | 0.41 | 0.31 | … | … | 0.83 | 1.35 | 0.93 | 0.49 | 0.79 | 0.58 |
Data as of 11/25/2024, Common starting date is 04/24/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHGIX (Federated Hermes Global Equity Fund Institutional Shares) |
1.69%
Apr 2021 – Apr 2024 |
9.95%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHGIX (Federated Hermes Global Equity Fund Institutional Shares) |
12.83%
Mar 2020 – Mar 2023 |
11.07%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart