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Federated Hermes Short-Interm Total Ret Bd Fd (FGCSX) Sharpe Ratio: 1.75

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund's overall investment strategy is to invest in a portfolio consisting primarily of U.S. Treasury securities, U.S. government agency securities, (including mortgage-backed securities issued or guaranteed by U.S. government agencies or instrumentalities), mortgage-backed securities (MBS), asset-backed securities and investment-grade corporate securities. It will invest at least 80% of its net assets plus the amount of any borrowing for investment purposes in fixed-income securities. The fund may invest its assets in securities of other investment companies, including the securities of affiliated money market funds.

FGCSX's Sharpe Ratio of 1.75 indicates that for each unit of volatility, it generates 1.75 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 4, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

FGCSX Sharpe Ratio Rank

FGCSX Sharpe Ratio Rank: 36.336
Below Average

FGCSX ranks above 36.3% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

FGCSX Sharpe Ratio Market Positioning

The chart shows FGCSX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.44 or lower
  • Yellow zone (middle 50%): 1.44 to 2.54
  • Green zone (top 25%): 2.54 or higher
  • Top 1%: 4.65+
  • Median: 2.10 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Federated Hermes Short-Interm Total Ret Bd Fd's Sharpe Ratio with other mutual funds in the Short-Term Bond category across multiple time periods, showing how FGCSX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DHEIXDiamond Hill Short Duration Securitized Bond Fund Class I5.15
DHEAXDiamond Hill Short Duration Securitized Bond Fund4.52
DFAIXDFA Short-Duration Real Return Portfolio4.44
GPICXGuidepathConservative Income Fund4.17
DBLSXDoubleLine Low Duration Bond Fund3.76
DFEQXDFA Short-Term Extended Quality Portfolio3.61
DLSNXDoubleLine Low Duration Bond Fund Class N3.60
THOPXThompson Bond Fund3.40
TSDLXT. Rowe Price Short Duration Income Fund3.32
VISTXVanguard Institutional Short-Term Bond Fund3.25
FGCSXFederated Hermes Short-Interm Total Ret Bd Fd1.75

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FGCSX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FGCSX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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