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FIGTX vs. FUAMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIGTX vs. FUAMX - Performance Comparison

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

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FIGTX vs. FUAMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIGTX
Federated Hermes Short-Intermediate Government Fund
-0.58%6.15%1.72%3.93%-9.25%-2.58%5.77%4.57%0.94%-0.36%
FUAMX
Fidelity Intermediate Treasury Bond Index Fund
-0.46%8.00%0.40%4.08%-13.06%-3.19%8.86%7.25%1.25%-0.35%

Returns By Period

In the year-to-date period, FIGTX achieves a -0.58% return, which is significantly lower than FUAMX's -0.46% return.


FIGTX

1D
0.31%
1M
-1.62%
YTD
-0.58%
6M
0.65%
1Y
3.00%
3Y*
2.96%
5Y*
0.05%
10Y*
0.89%

FUAMX

1D
0.62%
1M
-2.50%
YTD
-0.46%
6M
0.44%
1Y
3.70%
3Y*
2.80%
5Y*
-0.18%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIGTX vs. FUAMX - Expense Ratio Comparison

FIGTX has a 0.59% expense ratio, which is higher than FUAMX's 0.03% expense ratio.


Return for Risk

FIGTX vs. FUAMX — Risk / Return Rank

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

FIGTX
FIGTX Risk / Return Rank: 6969
Overall Rank
FIGTX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
FIGTX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FIGTX Omega Ratio Rank: 6262
Omega Ratio Rank
FIGTX Calmar Ratio Rank: 8181
Calmar Ratio Rank
FIGTX Martin Ratio Rank: 6262
Martin Ratio Rank

FUAMX
FUAMX Risk / Return Rank: 4848
Overall Rank
FUAMX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
FUAMX Sortino Ratio Rank: 4747
Sortino Ratio Rank
FUAMX Omega Ratio Rank: 3232
Omega Ratio Rank
FUAMX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FUAMX Martin Ratio Rank: 4646
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. FUAMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Short-Intermediate Government Fund (FIGTX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). 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.


FIGTXFUAMXDifference

Sharpe ratio

Return per unit of total volatility

1.18

0.89

+0.29

Sortino ratio

Return per unit of downside risk

1.92

1.32

+0.59

Omega ratio

Gain probability vs. loss probability

1.24

1.16

+0.09

Calmar ratio

Return relative to maximum drawdown

1.96

1.60

+0.36

Martin ratio

Return relative to average drawdown

5.92

4.58

+1.34

FIGTX vs. FUAMX - Sharpe Ratio Comparison

The current FIGTX Sharpe Ratio is 1.18, which is higher than the FUAMX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of FIGTX and FUAMX, 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


FIGTXFUAMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

0.89

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

-0.03

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.22

+0.47

Correlation

The correlation between FIGTX and FUAMX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FIGTX vs. FUAMX - Dividend Comparison

FIGTX's dividend yield for the trailing twelve months is around 3.39%, which matches FUAMX's 3.36% 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%
FUAMX
Fidelity Intermediate Treasury Bond Index Fund
3.36%3.52%3.58%2.20%1.24%1.76%2.90%2.16%2.23%0.49%0.00%0.00%

Drawdowns

FIGTX vs. FUAMX - Drawdown Comparison

The maximum FIGTX drawdown since its inception was -14.00%, smaller than the maximum FUAMX drawdown of -20.25%. Use the drawdown chart below to compare losses from any high point for FIGTX and FUAMX.


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Drawdown Indicators


FIGTXFUAMXDifference

Max Drawdown

Largest peak-to-trough decline

-14.00%

-20.25%

+6.25%

Max Drawdown (1Y)

Largest decline over 1 year

-1.93%

-3.10%

+1.17%

Max Drawdown (5Y)

Largest decline over 5 years

-13.04%

-18.27%

+5.23%

Max Drawdown (10Y)

Largest decline over 10 years

-14.00%

Current Drawdown

Current decline from peak

-1.62%

-6.87%

+5.25%

Average Drawdown

Average peak-to-trough decline

-2.74%

-7.33%

+4.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.64%

1.08%

-0.44%

Volatility

FIGTX vs. FUAMX - Volatility Comparison

The current volatility for Federated Hermes Short-Intermediate Government Fund (FIGTX) is 0.89%, while Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a volatility of 1.72%. This indicates that FIGTX experiences smaller price fluctuations and is considered to be less risky than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIGTXFUAMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.89%

1.72%

-0.83%

Volatility (6M)

Calculated over the trailing 6-month period

1.89%

2.91%

-1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

3.21%

4.89%

-1.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.24%

6.61%

-2.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.41%

5.87%

-2.46%