PortfoliosLab logoPortfoliosLab logo
ISIN
US31423A6890
CUSIP
31423A689
Issuer
Federated
Inception Date
Aug 1, 1997
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

PIUIX Performance Chart

Federated Hermes International Equity Fd (PIUIX) is up 13.7% since the beginning of the year. PIUIX is currently trading at $10 per share. Investors who bought $1,000 worth of PIUIX shares 5 years ago would now be looking at an investment worth $1,335.


Loading charts...

S&P 500 Index

Returns By Period

Federated Hermes International Equity Fd (PIUIX) has returned 13.67% so far this year and 29.16% over the past 12 months. Over the last ten years, PIUIX has returned 9.73% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


Federated Hermes International Equity Fd

1D
0.69%
1M
5.14%
YTD
13.67%
6M
18.21%
1Y
29.16%
3Y*
17.39%
5Y*
5.95%
10Y*
9.73%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PIUIX Monthly Returns History

Based on dividend-adjusted daily data since Jul 31, 1997, PIUIX's average daily return is +0.03%, while the average monthly return is +0.71%. At this rate, an investment would double in approximately 8.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +14.4%, while the worst month was Oct 2008 at -24.1%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PIUIX closed higher 52% of trading days. The best single day was Sep 19, 2001 with a return of +15.8%, while the worst single day was Mar 12, 2020 at -10.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.22%2.46%-9.42%8.30%3.88%0.59%13.67%
20257.17%-3.41%1.45%3.21%5.53%3.15%-1.91%4.29%3.11%0.30%-0.49%4.59%29.93%
2024-0.34%2.96%2.75%-2.32%3.84%-0.39%2.29%2.63%-0.38%-4.16%0.75%-3.97%3.31%
20238.46%-3.46%2.77%0.49%-2.86%3.76%3.66%-5.22%-4.04%-2.78%9.37%4.88%14.60%
2022-5.33%-3.73%-0.99%-7.09%1.40%-9.92%5.46%-4.88%-11.48%5.64%11.98%-3.57%-22.41%
20210.26%2.31%0.74%4.00%1.91%0.15%0.21%2.44%-3.94%2.75%-5.75%3.13%8.04%

Benchmark Metrics

Federated Hermes International Equity Fd has an annualized alpha of 2.25%, beta of 0.72, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since August 01, 1997.

  • This fund generated an annualized alpha of 2.25% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
2.25%
Beta
0.72
0.55
Upside Capture
96.28%
Downside Capture
97.30%

Expense Ratio

PIUIX has a high expense ratio of 0.94%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

PIUIX ranks 57 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


PIUIX Risk / Return Rank: 5757
Overall Rank
PIUIX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
PIUIX Sortino Ratio Rank: 5959
Sortino Ratio Rank
PIUIX Omega Ratio Rank: 5454
Omega Ratio Rank
PIUIX Calmar Ratio Rank: 5858
Calmar Ratio Rank
PIUIX Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Federated Hermes International Equity Fd (PIUIX) and compare them to S&P 500 Index.


PIUIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.02

Sortino ratioReturn per unit of downside risk

+0.18

Omega ratioGain probability vs. loss probability

1.41

1.41

0.00

Calmar ratioReturn relative to maximum drawdown

2.94

2.93

+0.01

Martin ratioReturn relative to average drawdown

11.51

13.52

-2.02

Dividends

Dividend History

Federated Hermes International Equity Fd provided a 176.74% dividend yield over the last twelve months, with an annual payout of $18.08 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%50.00%100.00%150.00%200.00%$0.00$5.00$10.00$15.00$20.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$18.08$18.08$3.20$0.35$1.41$3.72$0.34$0.31$0.63$0.19$0.18$0.37

Dividend yield

176.74%200.89%14.99%1.48%6.69%12.87%1.13%1.24%3.03%0.77%0.97%2.00%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$18.08$18.08
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.20$3.20
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35$0.35
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.41$1.41
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.72$3.72

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Federated Hermes International Equity Fd. 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 Equity Fd was 61.42%, occurring on Mar 9, 2009. Recovery took 1141 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-61.42%Mar 2009
1y 4mo4y 6mo
5y 10moNov 2007 - Sep 2013
2003 bear market2003
-50.10%Mar 2003
3y 6d2y 9mo
5y 10moMar 2000 - Jan 2006
Bear market2022
-36.07%Oct 2022
1y 1mo2y 7mo
3y 9moSep 2021 - Jun 2025
COVID crash2020
-35.44%Mar 2020
2mo 2d4mo 22d
6mo 24dJan 2020 - Aug 2020
1998 bear market1998
-26.32%Oct 1998
2mo 16d6mo 6d
8mo 22dJul 1998 - Apr 1999

Drawdown Indicators


PIUIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-61.42%

-56.78%

-4.64%

Max Drawdown (1Y)

Largest decline over 1 year

-12.26%

-9.10%

-3.16%

Max Drawdown (3Y)

Largest decline over 3 years

-14.27%

-18.90%

+4.63%

Max Drawdown (5Y)

Largest decline over 5 years

-36.07%

-25.43%

-10.64%

Max Drawdown (10Y)

Largest decline over 10 years

-36.07%

-33.92%

-2.15%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-15.36%

-10.72%

-4.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.46%

1.97%

+1.49%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with PIUIX

Add Federated Hermes International Equity Fd to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with PIUIX