FIGTX vs. FUMBX
Compare and contrast key facts about Federated Hermes Short-Intermediate Government Fund (FIGTX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX).
FIGTX is managed by Federated. It was launched on Feb 17, 1983. FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005.
Performance
FIGTX vs. FUMBX - Performance Comparison
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FIGTX vs. FUMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -0.36% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 0.16% | 5.83% | 3.25% | 4.47% | -5.84% | -1.38% | 4.22% | 4.19% | 1.47% | -0.33% |
Returns By Period
In the year-to-date period, FIGTX achieves a -0.47% return, which is significantly lower than FUMBX's 0.16% 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%
FUMBX
- 1D
- 0.00%
- 1M
- -0.41%
- YTD
- 0.16%
- 6M
- 1.12%
- 1Y
- 3.92%
- 3Y*
- 3.89%
- 5Y*
- 1.36%
- 10Y*
- —
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FIGTX vs. FUMBX - Expense Ratio Comparison
FIGTX has a 0.59% expense ratio, which is higher than FUMBX's 0.03% expense ratio.
Return for Risk
FIGTX vs. FUMBX — Risk / Return Rank
FIGTX
FUMBX
FIGTX vs. FUMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Short-Intermediate Government Fund (FIGTX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX). 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.
| FIGTX | FUMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.65 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.59 | 2.61 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.35 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.49 | -0.87 |
Martin ratioReturn relative to average drawdown | 4.82 | 8.60 | -3.79 |
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
| FIGTX | FUMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.65 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.47 | -0.46 |
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 | 0.74 | -0.05 |
Correlation
The correlation between FIGTX and FUMBX is 0.79, 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. FUMBX - Dividend Comparison
FIGTX's dividend yield for the trailing twelve months is around 3.39%, less than FUMBX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.67% | 3.51% | 2.91% | 1.64% | 0.86% | 1.15% | 1.41% | 1.88% | 1.64% | 0.34% | 0.00% | 0.00% |
Drawdowns
FIGTX vs. FUMBX - Drawdown Comparison
The maximum FIGTX drawdown since its inception was -14.00%, which is greater than FUMBX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for FIGTX and FUMBX.
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Drawdown Indicators
| FIGTX | FUMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.00% | -8.83% | -5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -1.93% | -1.54% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -13.04% | -8.60% | -4.44% |
Max Drawdown (10Y)Largest decline over 10 years | -14.00% | — | — |
Current DrawdownCurrent decline from peak | -1.52% | -0.80% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -2.74% | -1.88% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.44% | +0.21% |
Volatility
FIGTX vs. FUMBX - Volatility Comparison
Federated Hermes Short-Intermediate Government Fund (FIGTX) has a higher volatility of 0.90% compared to Fidelity Short-Term Treasury Bond Index Fund (FUMBX) at 0.83%. This indicates that FIGTX's price experiences larger fluctuations and is considered to be riskier than FUMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIGTX | FUMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.90% | 0.83% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 1.89% | 1.39% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.21% | 2.32% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.24% | 2.89% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.41% | 2.49% | +0.92% |