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FIGTX vs. FHYTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIGTX vs. FHYTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federated Hermes Short-Intermediate Government Fund (FIGTX) and Federated Hermes Opportunistic High Yield Bond Fund (FHYTX). The values are adjusted to include any dividend payments, if applicable.

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FIGTX vs. FHYTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIGTX
Federated Hermes Short-Intermediate Government Fund
-0.47%6.15%1.72%3.93%-9.25%-2.58%5.77%4.57%0.94%0.28%
FHYTX
Federated Hermes Opportunistic High Yield Bond Fund
-1.62%8.40%6.24%13.22%-13.45%7.37%6.72%15.34%-4.66%7.46%

Returns By Period

In the year-to-date period, FIGTX achieves a -0.47% return, which is significantly higher than FHYTX's -1.62% return. Over the past 10 years, FIGTX has underperformed FHYTX with an annualized return of 0.90%, while FHYTX has yielded a comparatively higher 6.38% annualized return.


FIGTX

1D
0.10%
1M
-1.32%
YTD
-0.47%
6M
0.65%
1Y
3.11%
3Y*
3.00%
5Y*
0.05%
10Y*
0.90%

FHYTX

1D
0.63%
1M
-1.85%
YTD
-1.62%
6M
-0.15%
1Y
6.15%
3Y*
7.40%
5Y*
3.00%
10Y*
6.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIGTX vs. FHYTX - Expense Ratio Comparison

FIGTX has a 0.59% expense ratio, which is lower than FHYTX's 0.98% expense ratio.


Return for Risk

FIGTX vs. FHYTX — Risk / Return Rank

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

FIGTX
FIGTX Risk / Return Rank: 4646
Overall Rank
FIGTX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
FIGTX Sortino Ratio Rank: 5151
Sortino Ratio Rank
FIGTX Omega Ratio Rank: 3838
Omega Ratio Rank
FIGTX Calmar Ratio Rank: 5757
Calmar Ratio Rank
FIGTX Martin Ratio Rank: 3838
Martin Ratio Rank

FHYTX
FHYTX Risk / Return Rank: 7979
Overall Rank
FHYTX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FHYTX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FHYTX Omega Ratio Rank: 8585
Omega Ratio Rank
FHYTX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FHYTX Martin Ratio Rank: 8181
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.

FIGTX vs. FHYTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Short-Intermediate Government Fund (FIGTX) and Federated Hermes Opportunistic High Yield Bond Fund (FHYTX). 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.


FIGTXFHYTXDifference

Sharpe ratio

Return per unit of total volatility

1.00

1.42

-0.43

Sortino ratio

Return per unit of downside risk

1.59

1.96

-0.37

Omega ratio

Gain probability vs. loss probability

1.20

1.36

-0.16

Calmar ratio

Return relative to maximum drawdown

1.62

1.98

-0.36

Martin ratio

Return relative to average drawdown

4.82

8.39

-3.58

FIGTX vs. FHYTX - Sharpe Ratio Comparison

The current FIGTX Sharpe Ratio is 1.00, which is comparable to the FHYTX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of FIGTX and FHYTX, 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


FIGTXFHYTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

1.42

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.53

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.88

-0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

1.07

-0.38

Correlation

The correlation between FIGTX and FHYTX is 0.11, 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

FIGTX vs. FHYTX - Dividend Comparison

FIGTX's dividend yield for the trailing twelve months is around 3.39%, less than FHYTX's 4.93% yield.


TTM20252024202320222021202020192018201720162015
FIGTX
Federated Hermes Short-Intermediate Government Fund
3.39%3.78%4.00%3.61%1.51%0.89%1.37%2.23%1.95%1.31%1.28%1.24%
FHYTX
Federated Hermes Opportunistic High Yield Bond Fund
4.93%5.19%4.91%5.42%4.40%3.95%4.67%5.01%6.71%4.68%14.56%5.28%

Drawdowns

FIGTX vs. FHYTX - Drawdown Comparison

The maximum FIGTX drawdown since its inception was -14.00%, smaller than the maximum FHYTX drawdown of -34.98%. Use the drawdown chart below to compare losses from any high point for FIGTX and FHYTX.


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Drawdown Indicators


FIGTXFHYTXDifference

Max Drawdown

Largest peak-to-trough decline

-14.00%

-34.98%

+20.98%

Max Drawdown (1Y)

Largest decline over 1 year

-1.93%

-3.17%

+1.24%

Max Drawdown (5Y)

Largest decline over 5 years

-13.04%

-17.04%

+4.00%

Max Drawdown (10Y)

Largest decline over 10 years

-14.00%

-24.18%

+10.18%

Current Drawdown

Current decline from peak

-1.52%

-2.15%

+0.63%

Average Drawdown

Average peak-to-trough decline

-2.74%

-4.54%

+1.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.65%

0.75%

-0.10%

Volatility

FIGTX vs. FHYTX - Volatility Comparison

The current volatility for Federated Hermes Short-Intermediate Government Fund (FIGTX) is 0.90%, while Federated Hermes Opportunistic High Yield Bond Fund (FHYTX) has a volatility of 1.61%. This indicates that FIGTX experiences smaller price fluctuations and is considered to be less risky than FHYTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIGTXFHYTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.90%

1.61%

-0.71%

Volatility (6M)

Calculated over the trailing 6-month period

1.89%

2.66%

-0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

3.21%

4.34%

-1.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.24%

5.65%

-1.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.41%

7.28%

-3.87%