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Here you can find all mutual funds issued by Federated and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Federated
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
BEARX
Federated Hermes Prudent Bear FdInverse Equities, LeveragedDec 27, 19951.78%
-4.83%
-13.22%
13.99%
Federated Hermes Capital Income FundDiversified PortfolioMay 26, 19880.88%
3.29%
3.51%
3.33%
Federated Hermes Corporate Bond Strategy PortCorporate BondsJun 20, 20060.00%
-0.37%
2.83%
4.08%
Federated Hermes Adjustable Rate FundGovernment BondsDec 2, 19850.55%
2.04%
1.06%
5.13%
Federated Hermes Floating Rate Strat Inc FundBank LoanDec 2, 20100.68%
3.46%
3.14%
8.10%
Federated Hermes Short-Interm Total Ret Bd FdShort-Term BondSep 2, 20050.63%
0.40%
1.28%
2.79%
Federated Hermes International Leaders FundForeign Large Cap EquitiesSep 30, 19981.23%
3.63%
4.32%
2.87%
Federated Hermes Core Bond FundIntermediate Core BondMay 30, 19970.34%
-1.20%
1.11%
3.69%
Federated Hermes Government Income Securities FundGovernment BondsApr 3, 19860.99%
Federated Hermes MDT Mid Cap Growth FundMid Cap Growth EquitiesAug 23, 19841.15%
10.18%
12.23%
0.00%
Federated Hermes Government Ultrashort FundUltrashort BondJul 10, 19970.26%
2.38%
1.46%
5.56%
Federated Hermes Conservative Microshort FundUltrashort BondFeb 2, 20210.05%
2.41%
5.49%
Federated Hermes SDG Engagement Equity FundGlobal EquitiesNov 5, 20180.94%
4.56%
0.93%
Federated Hermes Global Equity FundGlobal EquitiesApr 22, 20190.73%
9.32%
1.04%
Federated Hermes SDG Engagement High Yield Credit ...High Yield BondsSep 25, 20191.57%
1.96%
4.09%
Federated Hermes High Income Bond FundHigh Yield BondsNov 30, 19770.90%
1.10%
3.69%
5.51%
Federated Hermes Conservative Municipal Microshort...Municipal BondsFeb 2, 20210.05%
1.55%
3.74%
Federated Hermes Municipal High Yield Advtg FdHigh Yield MuniApr 9, 19870.89%
1.54%
3.12%
3.89%
Federated Hermes U.S. SMID FundMid Cap Blend EquitiesJul 5, 20200.79%
6.19%
4.16%
Federated Hermes High-Yield Strategy PortfolioHigh Yield BondsDec 24, 20080.02%
1.66%
4.28%
6.37%

1–20 of 70

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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