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Federated Hermes International Bond Strategy Portf...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US31421P3082

Issuer

Federated

Inception Date

Dec 23, 2008

Category

Global Bonds

Min. Investment

$0

Asset Class

Bond

Expense Ratio

FIBPX has an expense ratio of 0.00%, meaning no management fees are charged.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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FIBPX vs. EELDX
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Performance

Performance Chart


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S&P 500

Returns By Period

Federated Hermes International Bond Strategy Portfolio (FIBPX) returned 6.13% year-to-date (YTD) and 10.89% over the past 12 months. Over the past 10 years, FIBPX returned 2.19% annually, underperforming the S&P 500 benchmark at 10.85%.


FIBPX

YTD

6.13%

1M

0.47%

6M

4.06%

1Y

10.89%

3Y*

3.67%

5Y*

1.20%

10Y*

2.19%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.91%1.15%0.16%3.00%0.79%6.13%
2024-2.10%0.50%1.56%-2.18%1.24%-0.49%3.37%2.62%2.32%-2.27%0.93%-2.40%2.89%
20233.72%-3.67%2.28%-0.41%-1.83%1.02%2.09%-1.72%-2.84%-0.86%5.81%4.96%8.33%
2022-1.76%-3.00%-2.36%-5.44%-0.40%-6.26%1.97%-3.19%-6.07%0.55%7.34%1.11%-16.87%
2021-1.40%-1.54%-2.22%2.27%1.44%-0.58%0.58%0.32%-2.37%-0.72%-1.79%0.76%-5.25%
20201.31%-0.61%-8.76%2.78%3.14%2.34%3.73%1.00%-1.25%-0.27%4.49%3.26%10.95%
20192.99%-0.00%0.99%-0.07%0.56%2.93%-0.41%0.68%-0.41%1.02%-0.74%1.77%9.65%
20181.15%-0.81%0.81%-1.68%-1.78%-0.77%0.91%-1.53%0.63%-1.75%-0.07%2.03%-2.90%
20171.37%0.78%0.71%1.48%1.31%-0.07%1.71%1.14%-0.66%-0.20%1.07%0.35%9.34%
20160.36%2.33%3.27%2.27%-1.28%2.52%1.26%0.53%0.46%-2.14%-3.92%0.08%5.63%
2015-0.85%1.15%-0.28%1.85%-1.54%-0.92%-0.21%-0.65%-1.16%1.75%-1.15%-0.44%-2.49%
20140.42%2.15%0.75%1.01%1.87%0.72%-0.52%0.33%-2.09%0.60%-0.66%-2.67%1.81%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 82, FIBPX is among the top 18% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FIBPX is 8282
Overall Rank
The Sharpe Ratio Rank of FIBPX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of FIBPX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of FIBPX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of FIBPX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of FIBPX is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Federated Hermes International Bond Strategy Portfolio Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.93
  • 5-Year: 0.19
  • 10-Year: 0.38
  • All Time: 0.71

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Federated Hermes International Bond Strategy Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Federated Hermes International Bond Strategy Portfolio provided a 5.05% dividend yield over the last twelve months, with an annual payout of $0.65 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.65$0.65$0.45$0.00$0.71$0.33$0.50$0.60$0.41$0.64$0.00$0.60

Dividend yield

5.05%5.36%3.61%0.00%5.00%2.08%3.45%4.39%2.79%4.62%0.00%4.24%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.65$0.65
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45$0.45
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.71$0.71
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50$0.50
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.60$0.60
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41$0.41
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64$0.64
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$0.60$0.60

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Federated Hermes International Bond Strategy Portfolio. 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 International Bond Strategy Portfolio was 29.22%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Federated Hermes International Bond Strategy Portfolio drawdown is 7.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.22%Jan 6, 2021452Oct 20, 2022
-15.63%Mar 9, 20209Mar 19, 202089Jul 27, 202098
-9.13%Dec 21, 2012177Sep 5, 2013183May 29, 2014360
-8.1%Jul 14, 2014384Jan 20, 201670Apr 29, 2016454
-7.81%Aug 19, 201683Dec 15, 2016149Jul 21, 2017232
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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