Federated Hermes, Inc. (FHI)

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The chart shows the growth of an initial investment of $10,000 in Federated Hermes, Inc., 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, Inc. (FHI) has returned 9.62% so far this year and 43.07% over the past 12 months. Over the last ten years, FHI has had an annualized return of 11.85%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since May 14, 1998, FHI's average daily return is +0.06%, while the average monthly return is +1.07%. At this rate, your investment would double in approximately 5.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Oct 1998 with a return of +25.0%, while the worst month was Mar 2020 at -34.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FHI closed higher 51% of trading days. The best single day was Oct 10, 2008 with a return of +19.9%, while the worst single day was Mar 23, 2020 at -17.8%.

Federated Hermes, Inc. has an annualized alpha of 6.71%, beta of 1.04, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since May 15, 1998.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (92.23%) than losses (79.61%) — typical of diversified or defensive assets.
• R² of 0.34 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

FHI ranks 87 for risk / return — in the top 87% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Federated Hermes, Inc. (FHI) and compare them to a chosen benchmark (S&P 500 Index).

Federated Hermes, Inc. provided a 2.40% dividend yield over the last twelve months, with an annual payout of $1.36 per share.

The table displays the monthly dividend distributions for Federated Hermes, Inc.. 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, Inc.. 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, Inc. was 64.89%, occurring on Mar 23, 2020. Recovery took 311 trading sessions.

The current Federated Hermes, Inc. drawdown is 1.37%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Federated Hermes, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Federated Hermes, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.