FEUGX vs. VFFIX
Compare and contrast key facts about Federated Hermes Adjustable Rate Fund (FEUGX) and Victory INCORE Fund for Income Class I (VFFIX).
FEUGX is managed by Federated. It was launched on Dec 2, 1985. VFFIX is managed by Victory.
Performance
FEUGX vs. VFFIX - Performance Comparison
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FEUGX vs. VFFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEUGX Federated Hermes Adjustable Rate Fund | 0.90% | 5.26% | 4.81% | 4.20% | -2.36% | -0.29% | 0.96% | 2.95% | 1.66% | 0.67% |
VFFIX Victory INCORE Fund for Income Class I | 0.11% | 4.51% | 4.48% | 4.14% | -5.23% | -1.60% | 3.05% | 4.14% | 1.24% | 0.67% |
Returns By Period
In the year-to-date period, FEUGX achieves a 0.90% return, which is significantly higher than VFFIX's 0.11% return. Over the past 10 years, FEUGX has outperformed VFFIX with an annualized return of 1.89%, while VFFIX has yielded a comparatively lower 1.41% annualized return.
FEUGX
- 1D
- 0.11%
- 1M
- -0.21%
- YTD
- 0.90%
- 6M
- 2.15%
- 1Y
- 4.63%
- 3Y*
- 4.56%
- 5Y*
- 2.50%
- 10Y*
- 1.89%
VFFIX
- 1D
- 0.15%
- 1M
- -0.71%
- YTD
- 0.11%
- 6M
- 1.26%
- 1Y
- 3.66%
- 3Y*
- 3.87%
- 5Y*
- 1.29%
- 10Y*
- 1.41%
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FEUGX vs. VFFIX - Expense Ratio Comparison
FEUGX has a 0.55% expense ratio, which is lower than VFFIX's 0.64% expense ratio.
Return for Risk
FEUGX vs. VFFIX — Risk / Return Rank
FEUGX
VFFIX
FEUGX vs. VFFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Adjustable Rate Fund (FEUGX) and Victory INCORE Fund for Income Class I (VFFIX). 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.
| FEUGX | VFFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.33 | 1.94 | +1.39 |
Sortino ratioReturn per unit of downside risk | 9.08 | 3.06 | +6.02 |
Omega ratioGain probability vs. loss probability | 3.05 | 1.48 | +1.57 |
Calmar ratioReturn relative to maximum drawdown | 9.65 | 3.94 | +5.71 |
Martin ratioReturn relative to average drawdown | 33.30 | 14.20 | +19.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEUGX | VFFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.33 | 1.94 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.69 | 0.52 | +1.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.52 | 0.63 | +0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.64 | +0.33 |
Correlation
The correlation between FEUGX and VFFIX is 0.26, 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
FEUGX vs. VFFIX - Dividend Comparison
FEUGX's dividend yield for the trailing twelve months is around 4.08%, less than VFFIX's 5.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEUGX Federated Hermes Adjustable Rate Fund | 4.08% | 4.57% | 4.36% | 3.88% | 1.11% | 0.12% | 1.06% | 2.70% | 1.75% | 0.98% | 0.67% | 0.50% |
VFFIX Victory INCORE Fund for Income Class I | 5.27% | 4.43% | 5.60% | 5.67% | 5.68% | 5.15% | 4.89% | 5.41% | 5.87% | 5.50% | 5.51% | 5.37% |
Drawdowns
FEUGX vs. VFFIX - Drawdown Comparison
The maximum FEUGX drawdown since its inception was -18.32%, which is greater than VFFIX's maximum drawdown of -8.60%. Use the drawdown chart below to compare losses from any high point for FEUGX and VFFIX.
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Drawdown Indicators
| FEUGX | VFFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.32% | -8.60% | -9.72% |
Max Drawdown (1Y)Largest decline over 1 year | -0.53% | -1.00% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -3.05% | -8.04% | +4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -3.17% | -8.60% | +5.43% |
Current DrawdownCurrent decline from peak | -0.21% | -0.71% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -1.47% | +0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.15% | 0.28% | -0.13% |
Volatility
FEUGX vs. VFFIX - Volatility Comparison
The current volatility for Federated Hermes Adjustable Rate Fund (FEUGX) is 0.21%, while Victory INCORE Fund for Income Class I (VFFIX) has a volatility of 0.68%. This indicates that FEUGX experiences smaller price fluctuations and is considered to be less risky than VFFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEUGX | VFFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.21% | 0.68% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 0.95% | 1.14% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.56% | 1.89% | -0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.48% | 2.51% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.25% | 2.25% | -1.00% |