FISPX vs. JENSX

In the year-to-date period, FISPX achieves a -3.46% return, which is significantly lower than JENSX's -1.15% return. Over the past 10 years, FISPX has underperformed JENSX with an annualized return of -6.16%, while JENSX has yielded a comparatively higher 4.46% annualized return.

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FISPX has a 0.37% expense ratio, which is lower than JENSX's 0.81% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Max Cap Index Fund (FISPX) and Jensen Quality Growth Fund (JENSX). 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 JENSX Sharpe Ratio of -0.26. The chart below compares the historical Sharpe Ratios of FISPX and JENSX, 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%, more than JENSX's 0.53% yield.

The maximum FISPX drawdown since its inception was -72.44%, which is greater than JENSX's maximum drawdown of -47.93%. Use the drawdown chart below to compare losses from any high point for FISPX and JENSX. For additional features, visit the drawdowns tool.

Federated Hermes Max Cap Index Fund (FISPX) has a higher volatility of 6.91% compared to Jensen Quality Growth Fund (JENSX) at 6.01%. This indicates that FISPX's price experiences larger fluctuations and is considered to be riskier than JENSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.