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

FISPX vs. ANWOX

Last updated May 11, 2025

Compare and contrast key facts about Federated Hermes Max Cap Index Fund (FISPX) and Aperture New World Opportunities Fund (ANWOX).

FISPX is managed by Federated. It was launched on Jul 11, 1990. ANWOX is managed by Aperture Investors. It was launched on Mar 17, 2019.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISPX or ANWOX.

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.

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.

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Key characteristics

Returns By Period

FISPX

YTD

-3.46%

1M

7.55%

6M

-14.67%

1Y

-1.44%

5Y*

-1.50%

10Y*

-6.16%

ANWOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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
FISPX
Federated Hermes Max Cap Index Fund

Risk-Adjusted Performance

FISPX vs. ANWOX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FISPX
The Risk-Adjusted Performance Rank of FISPX is 2121
Overall Rank
The Sharpe Ratio Rank of FISPX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of FISPX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of FISPX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of FISPX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of FISPX is 2020
Martin Ratio Rank
ANWOX
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

FISPX vs. ANWOX - Dividend Comparison

FISPX's dividend yield for the trailing twelve months is around 1.10%, while ANWOX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
FISPX
Federated Hermes Max Cap Index Fund		1.10%1.06%1.39%1.43%0.99%1.53%1.41%2.32%1.77%1.98%1.96%1.66%
ANWOX
Aperture New World Opportunities Fund		0.00%100.00%3.33%4.92%5.17%2.89%3.25%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FISPX vs. ANWOX - Drawdown Comparison

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Volatility

FISPX vs. ANWOX - Volatility Comparison

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