Correlation
The correlation between FMBPX and LVMUY is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
FMBPX vs. LVMUY
Compare and contrast key facts about Federated Hermes Mortgage Strategy Portfolio (FMBPX) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY).
FMBPX is managed by Federated. It was launched on Dec 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMBPX or LVMUY.
Performance
FMBPX vs. LVMUY - Performance Comparison
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Key characteristics
FMBPX:
1.05
LVMUY:
-0.84
FMBPX:
1.35
LVMUY:
-1.27
FMBPX:
1.16
LVMUY:
0.86
FMBPX:
0.58
LVMUY:
-0.69
FMBPX:
2.40
LVMUY:
-1.60
FMBPX:
2.38%
LVMUY:
19.38%
FMBPX:
6.22%
LVMUY:
35.53%
FMBPX:
-17.25%
LVMUY:
-80.90%
FMBPX:
-4.87%
LVMUY:
-43.15%
Returns By Period
In the year-to-date period, FMBPX achieves a 1.94% return, which is significantly higher than LVMUY's -15.49% return. Over the past 10 years, FMBPX has underperformed LVMUY with an annualized return of 1.31%, while LVMUY has yielded a comparatively higher 13.57% annualized return.
FMBPX
1.94%
-1.43%
0.63%
6.53%
1.08%
-0.79%
1.31%
LVMUY
-15.49%
-1.39%
-11.15%
-29.83%
-3.71%
7.17%
13.57%
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Risk-Adjusted Performance
FMBPX vs. LVMUY — Risk-Adjusted Performance Rank
FMBPX
LVMUY
FMBPX vs. LVMUY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Mortgage Strategy Portfolio (FMBPX) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). 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
FMBPX vs. LVMUY - Dividend Comparison
FMBPX's dividend yield for the trailing twelve months is around 4.67%, more than LVMUY's 2.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMBPX Federated Hermes Mortgage Strategy Portfolio | 4.67% | 4.69% | 4.16% | 3.09% | 2.38% | 2.68% | 3.23% | 3.15% | 2.84% | 2.73% | 2.88% | 0.24% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.57% | 2.14% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 1.60% | 2.10% | 12.91% | 2.40% |
Drawdowns
FMBPX vs. LVMUY - Drawdown Comparison
The maximum FMBPX drawdown since its inception was -17.25%, smaller than the maximum LVMUY drawdown of -80.90%. Use the drawdown chart below to compare losses from any high point for FMBPX and LVMUY.
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Volatility
FMBPX vs. LVMUY - Volatility Comparison
The current volatility for Federated Hermes Mortgage Strategy Portfolio (FMBPX) is 1.84%, while LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a volatility of 8.36%. This indicates that FMBPX experiences smaller price fluctuations and is considered to be less risky than LVMUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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