FISPX vs. APDSX

In the year-to-date period, FISPX achieves a -3.46% return, which is significantly higher than APDSX's -9.25% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FISPX has a 0.37% expense ratio, which is lower than APDSX's 1.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Max Cap Index Fund (FISPX) and Artisan Small Cap Fund Advisor Shares (APDSX). 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.

The current FISPX Sharpe Ratio is -0.06, which is higher than the APDSX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of FISPX and APDSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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

The maximum FISPX drawdown since its inception was -72.44%, which is greater than APDSX's maximum drawdown of -56.42%. Use the drawdown chart below to compare losses from any high point for FISPX and APDSX. For additional features, visit the drawdowns tool.

The current volatility for Federated Hermes Max Cap Index Fund (FISPX) is 6.91%, while Artisan Small Cap Fund Advisor Shares (APDSX) has a volatility of 8.64%. This indicates that FISPX experiences smaller price fluctuations and is considered to be less risky than APDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.