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FISPX vs. ANWOX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FISPX and ANWOX is 0.17, 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.


-0.50.00.51.00.2

Performance

FISPX vs. ANWOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federated Hermes Max Cap Index Fund (FISPX) and Aperture New World Opportunities Fund (ANWOX). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.63%
0.61%
FISPX
ANWOX

Key characteristics

Returns By Period


FISPX

YTD

12.67%

1M

-10.01%

6M

-2.00%

1Y

13.31%

5Y*

-2.43%

10Y*

-5.64%

ANWOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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FISPX vs. ANWOX - Expense Ratio Comparison

FISPX has a 0.37% expense ratio, which is lower than ANWOX's 0.56% expense ratio.


ANWOX
Aperture New World Opportunities Fund
Expense ratio chart for ANWOX: current value at 0.56% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.56%
Expense ratio chart for FISPX: current value at 0.37% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.37%

Risk-Adjusted Performance

FISPX vs. ANWOX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Max Cap Index Fund (FISPX) and Aperture New World Opportunities Fund (ANWOX). 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.


Sharpe ratio
The chart of Sharpe ratio for FISPX, currently valued at 0.88, compared to the broader market-1.000.001.002.003.004.000.88-0.35
The chart of Sortino ratio for FISPX, currently valued at 1.10, compared to the broader market-2.000.002.004.006.008.0010.001.10-0.48
The chart of Omega ratio for FISPX, currently valued at 1.21, compared to the broader market0.501.001.502.002.503.003.501.210.82
The chart of Calmar ratio for FISPX, currently valued at 0.39, compared to the broader market0.002.004.006.008.0010.0012.0014.000.39-0.02
The chart of Martin ratio for FISPX, currently valued at 5.26, compared to the broader market0.0020.0040.0060.005.26-0.65
FISPX
ANWOX


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.88
-0.35
FISPX
ANWOX

Dividends

FISPX vs. ANWOX - Dividend Comparison

FISPX's dividend yield for the trailing twelve months is around 0.71%, while ANWOX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FISPX
Federated Hermes Max Cap Index Fund
0.71%1.39%1.43%0.99%1.53%1.41%2.32%1.77%1.98%1.96%1.66%1.60%
ANWOX
Aperture New World Opportunities Fund
100.00%3.33%4.92%5.17%2.89%3.25%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FISPX vs. ANWOX - Drawdown Comparison


-30.00%-25.00%-20.00%-15.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-27.81%
-10.64%
FISPX
ANWOX

Volatility

FISPX vs. ANWOX - Volatility Comparison

Federated Hermes Max Cap Index Fund (FISPX) has a higher volatility of 11.75% compared to Aperture New World Opportunities Fund (ANWOX) at 0.00%. This indicates that FISPX's price experiences larger fluctuations and is considered to be riskier than ANWOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
11.75%
0
FISPX
ANWOX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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