Federated Hermes Corporate Bond Strategy Port (FCSPX)

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The chart shows the growth of an initial investment of $10,000 in Federated Hermes Corporate Bond Strategy Port, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Federated Hermes Corporate Bond Strategy Port had a return of -1.40% year-to-date (YTD) and 1.43% in the last 12 months. Over the past 10 years, Federated Hermes Corporate Bond Strategy Port had an annualized return of 2.76%, while the S&P 500 had an annualized return of 11.24%, indicating that Federated Hermes Corporate Bond Strategy Port did not perform as well as the benchmark.

The table below presents the monthly returns of FCSPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

The current rank of FCSPX is 34, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for Federated Hermes Corporate Bond Strategy Port (FCSPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current Federated Hermes Corporate Bond Strategy Port Sharpe ratio is 0.43. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Federated Hermes Corporate Bond Strategy Port with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Federated Hermes Corporate Bond Strategy Port provided a 4.00% dividend yield over the last twelve months, with an annual payout of $0.39 per share.

The table displays the monthly dividend distributions for Federated Hermes Corporate Bond Strategy Port. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Federated Hermes Corporate Bond Strategy Port. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Federated Hermes Corporate Bond Strategy Port was 22.68%, occurring on Oct 21, 2022. The portfolio has not yet recovered.

The current Federated Hermes Corporate Bond Strategy Port drawdown is 8.61%.

The current Federated Hermes Corporate Bond Strategy Port volatility is 1.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.