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ANWOX vs. FISPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ANWOX vs. FISPX

Last updated May 13, 2025

Compare and contrast key facts about Aperture New World Opportunities Fund (ANWOX) and Federated Hermes Max Cap Index Fund (FISPX).

ANWOX is managed by Aperture Investors. It was launched on Mar 17, 2019. FISPX is managed by Federated. It was launched on Jul 11, 1990.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANWOX or FISPX.

Correlation

The correlation between ANWOX and FISPX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

ANWOX vs. FISPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aperture New World Opportunities Fund (ANWOX) and Federated Hermes Max Cap Index Fund (FISPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

ANWOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FISPX

YTD

-0.39%

1M

8.95%

6M

-12.06%

1Y

1.70%

5Y*

-0.10%

10Y*

-5.98%

*Annualized

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ANWOX vs. FISPX - Expense Ratio Comparison

ANWOX has a 0.56% expense ratio, which is higher than FISPX's 0.37% expense ratio.

ANWOX
Aperture New World Opportunities Fund
FISPX
Federated Hermes Max Cap Index Fund

Risk-Adjusted Performance

ANWOX vs. FISPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ANWOX
FISPX
The Risk-Adjusted Performance Rank of FISPX is 2424
Overall Rank
The Sharpe Ratio Rank of FISPX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of FISPX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of FISPX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of FISPX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of FISPX is 2323
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.

ANWOX vs. FISPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aperture New World Opportunities Fund (ANWOX) and Federated Hermes Max Cap Index Fund (FISPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

ANWOX vs. FISPX - Dividend Comparison

ANWOX has not paid dividends to shareholders, while FISPX's dividend yield for the trailing twelve months is around 1.07%.

TTM20242023202220212020201920182017201620152014
ANWOX
Aperture New World Opportunities Fund		0.00%100.00%3.33%4.92%5.17%2.89%3.25%0.00%0.00%0.00%0.00%0.00%
FISPX
Federated Hermes Max Cap Index Fund		1.07%1.06%1.39%1.43%0.99%1.53%1.41%2.32%1.77%1.98%1.96%1.66%

Drawdowns

ANWOX vs. FISPX - Drawdown Comparison

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Volatility

ANWOX vs. FISPX - Volatility Comparison

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