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FCSPX vs. MIFIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCSPX vs. MIFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federated Hermes Corporate Bond Strategy Port (FCSPX) and Miller Intermediate Bond Fund (MIFIX). The values are adjusted to include any dividend payments, if applicable.

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FCSPX vs. MIFIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCSPX
Federated Hermes Corporate Bond Strategy Port
-1.35%8.13%2.78%8.48%-16.25%-0.95%11.90%16.59%-3.05%8.03%
MIFIX
Miller Intermediate Bond Fund
-0.64%7.11%7.31%6.88%-7.72%4.32%14.22%9.79%-1.91%3.10%

Returns By Period

In the year-to-date period, FCSPX achieves a -1.35% return, which is significantly lower than MIFIX's -0.64% return. Over the past 10 years, FCSPX has underperformed MIFIX with an annualized return of 3.42%, while MIFIX has yielded a comparatively higher 4.90% annualized return.


FCSPX

1D
0.50%
1M
-2.71%
YTD
-1.35%
6M
-0.42%
1Y
4.32%
3Y*
4.56%
5Y*
0.69%
10Y*
3.42%

MIFIX

1D
-0.06%
1M
-1.99%
YTD
-0.64%
6M
1.05%
1Y
5.25%
3Y*
6.36%
5Y*
2.80%
10Y*
4.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCSPX vs. MIFIX - Expense Ratio Comparison

FCSPX has a 0.00% expense ratio, which is lower than MIFIX's 0.99% expense ratio.


Return for Risk

FCSPX vs. MIFIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCSPX
FCSPX Risk / Return Rank: 6161
Overall Rank
FCSPX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FCSPX Sortino Ratio Rank: 5757
Sortino Ratio Rank
FCSPX Omega Ratio Rank: 6060
Omega Ratio Rank
FCSPX Calmar Ratio Rank: 7272
Calmar Ratio Rank
FCSPX Martin Ratio Rank: 5858
Martin Ratio Rank

MIFIX
MIFIX Risk / Return Rank: 8080
Overall Rank
MIFIX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
MIFIX Sortino Ratio Rank: 8787
Sortino Ratio Rank
MIFIX Omega Ratio Rank: 7878
Omega Ratio Rank
MIFIX Calmar Ratio Rank: 7878
Calmar Ratio Rank
MIFIX Martin Ratio Rank: 7272
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.

FCSPX vs. MIFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Corporate Bond Strategy Port (FCSPX) and Miller Intermediate Bond Fund (MIFIX). 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.


FCSPXMIFIXDifference

Sharpe ratio

Return per unit of total volatility

1.08

1.60

-0.52

Sortino ratio

Return per unit of downside risk

1.52

2.36

-0.84

Omega ratio

Gain probability vs. loss probability

1.23

1.30

-0.07

Calmar ratio

Return relative to maximum drawdown

1.68

1.84

-0.16

Martin ratio

Return relative to average drawdown

5.54

6.91

-1.37

FCSPX vs. MIFIX - Sharpe Ratio Comparison

The current FCSPX Sharpe Ratio is 1.08, which is lower than the MIFIX Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of FCSPX and MIFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCSPXMIFIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

1.60

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.55

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.91

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.90

-0.34

Correlation

The correlation between FCSPX and MIFIX is 0.14, 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.


Dividends

FCSPX vs. MIFIX - Dividend Comparison

FCSPX's dividend yield for the trailing twelve months is around 4.38%, more than MIFIX's 4.20% yield.


TTM20252024202320222021202020192018201720162015
FCSPX
Federated Hermes Corporate Bond Strategy Port
4.38%4.59%3.95%3.35%3.28%3.36%3.51%3.95%4.88%4.09%4.30%4.59%
MIFIX
Miller Intermediate Bond Fund
4.20%4.59%4.08%3.60%3.62%5.87%5.16%2.36%5.16%3.90%1.48%1.78%

Drawdowns

FCSPX vs. MIFIX - Drawdown Comparison

The maximum FCSPX drawdown since its inception was -22.68%, which is greater than MIFIX's maximum drawdown of -15.58%. Use the drawdown chart below to compare losses from any high point for FCSPX and MIFIX.


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Drawdown Indicators


FCSPXMIFIXDifference

Max Drawdown

Largest peak-to-trough decline

-22.68%

-15.58%

-7.10%

Max Drawdown (1Y)

Largest decline over 1 year

-3.19%

-2.68%

-0.51%

Max Drawdown (5Y)

Largest decline over 5 years

-22.68%

-11.87%

-10.81%

Max Drawdown (10Y)

Largest decline over 10 years

-22.68%

-15.58%

-7.10%

Current Drawdown

Current decline from peak

-2.71%

-2.68%

-0.03%

Average Drawdown

Average peak-to-trough decline

-4.17%

-2.08%

-2.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

0.71%

+0.26%

Volatility

FCSPX vs. MIFIX - Volatility Comparison

Federated Hermes Corporate Bond Strategy Port (FCSPX) has a higher volatility of 1.77% compared to Miller Intermediate Bond Fund (MIFIX) at 0.76%. This indicates that FCSPX's price experiences larger fluctuations and is considered to be riskier than MIFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCSPXMIFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.77%

0.76%

+1.01%

Volatility (6M)

Calculated over the trailing 6-month period

3.01%

2.06%

+0.95%

Volatility (1Y)

Calculated over the trailing 1-year period

5.10%

3.22%

+1.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.78%

5.09%

+1.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.21%

5.40%

+0.81%