Performance analysis of Federated Hermes (FHI)
Annual Return
Over the past 3 years, FHI has had an average annual return of +21.28%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FHI has had an average annual return of +16.70%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FHI has had an average annual return of +11.20%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, FHI has had an average annual return of +10.60%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.86% | +30.43% | +29.55% | -3.73% | -0.15% | +34.59% | -3.87% | +27.06% | -23.36% | +32.28% | +6.46% | -10.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +18.45% | +47.91% | +48.50% | -39.58% | +4.10% | +68.73% | -53.90% | +24.51% | -6.94% | +24.11% | +5% | +17.01% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -19.84% | +10.09% | +119.23% | +17.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.32% | +5.81% | +1.25% | +2.43% | -2.84% | -1.50% | +4.09% | +11.86% | |||||
| 2025 | -3.26% | -1.79% | +5.21% | -0.39% | +4.74% | +5.02% | +11.85% | +7.83% | -2.20% | -6.64% | +4.20% | +3.79% | +30.43% |
| 2024 | +3.25% | +1.58% | +2.53% | -9.05% | +5.10% | -0.87% | +4.41% | +0.86% | +7.20% | +9.14% | +7.33% | -3.84% | +29.55% |
| 2023 | +8.23% | +0.80% | +2.01% | +3.11% | -16.22% | +4.12% | -5.63% | +3.62% | -2.46% | -6.41% | +1.24% | +6.41% | -3.73% |
| 2022 | -11.89% | -0.52% | +4.25% | -16.38% | +20.38% | -6.42% | +7.30% | +0.65% | -2.76% | +4.92% | +10.07% | -4.35% | -0.15% |
| 2021 | -6.54% | -0.09% | +17.14% | -7.99% | +11.34% | +6.64% | -4.33% | +5.17% | -3.93% | +2.49% | +1.99% | +11.48% | +34.59% |
| 2020 | +11.17% | -19.79% | -33.97% | +19.53% | -1.58% | +7.05% | +11.22% | -8.33% | -10.04% | +11.11% | +18.19% | +7.64% | -3.87% |
| 2019 | -1.58% | +14.98% | -1.48% | +4.84% | +0.20% | +6.45% | +6.92% | -7.04% | +1.15% | -1.45% | +5.79% | -2.77% | +27.06% |
| 2018 | -3.88% | -5.34% | +2.52% | -20.75% | -7.31% | -3.91% | +3.77% | -3.19% | +4.14% | +2.28% | +8.50% | +0.27% | -23.36% |
| 2017 | -8.03% | +5.46% | -3.06% | +1.82% | -0.00855% | +6.36% | +2.05% | -4.42% | +8.75% | +4.61% | +8.89% | +7.51% | +32.28% |
Drawdown analysis of Federated Hermes (FHI)
The maximum drawdown for the FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 311 trading sessions.
The current FHI drawdown is -4.26%.
Since Nov 1, 1999 FHI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 5 times
- 20% or more: 11 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.89% | Feb 6, 2020 | 31 | Mar 23, 2020 | 311 | Jun 16, 2021 | 342 |
| -59.32% | Jan 23, 2008 | 236 | Dec 29, 2008 | 1140 | Jul 11, 2013 | 1376 |
| -37.47% | Dec 26, 2017 | 209 | Oct 24, 2018 | 188 | Jul 26, 2019 | 397 |
| -32.68% | May 15, 2002 | 100 | Oct 7, 2002 | 758 | Oct 10, 2005 | 858 |
| -32.31% | Jun 5, 2015 | 173 | Feb 11, 2016 | 423 | Oct 16, 2017 | 596 |
| -29.62% | Apr 18, 2023 | 133 | Oct 26, 2023 | 256 | Nov 1, 2024 | 389 |
| -26.94% | Jan 7, 2022 | 78 | May 2, 2022 | 147 | Nov 30, 2022 | 225 |
| -24.16% | Feb 23, 2006 | 77 | Jun 14, 2006 | 210 | Apr 17, 2007 | 287 |
| -22.86% | Nov 27, 2000 | 30 | Jan 10, 2001 | 81 | May 8, 2001 | 111 |
| -21.44% | Jul 17, 2007 | 21 | Aug 15, 2007 | 34 | Oct 3, 2007 | 55 |
| -21.20% | May 10, 2001 | 88 | Sep 20, 2001 | 92 | Feb 1, 2002 | 180 |
| -17.68% | Jul 27, 2000 | 17 | Aug 21, 2000 | 47 | Oct 26, 2000 | 64 |
| -16.56% | Dec 5, 2024 | 83 | Apr 8, 2025 | 21 | May 8, 2025 | 104 |
| -14.98% | Oct 31, 2007 | 17 | Nov 26, 2007 | 32 | Jan 11, 2008 | 49 |
| -14.56% | Aug 27, 2021 | 16 | Sep 21, 2021 | 31 | Nov 3, 2021 | 47 |
| -14.41% | Jul 23, 2013 | 99 | Dec 11, 2013 | 70 | Mar 25, 2014 | 169 |
| -13.93% | Apr 12, 2000 | 9 | Apr 26, 2000 | 24 | May 31, 2000 | 33 |
| -13.55% | Jul 26, 2019 | 64 | Oct 25, 2019 | 66 | Jan 31, 2020 | 130 |
| -12.57% | Aug 27, 2025 | 45 | Oct 30, 2025 | 37 | Dec 23, 2025 | 82 |
| -11.93% | Apr 3, 2014 | 32 | May 20, 2014 | 28 | Jun 30, 2014 | 60 |
| -11.40% | Mar 21, 2002 | 11 | Apr 8, 2002 | 22 | May 8, 2002 | 33 |
| -10.87% | Nov 16, 1999 | 10 | Dec 1, 1999 | 16 | Dec 23, 1999 | 26 |
| -10.60% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -9.70% | Jul 3, 2014 | 19 | Jul 31, 2014 | 22 | Sep 2, 2014 | 41 |
| -9.48% | Dec 24, 2014 | 14 | Jan 15, 2015 | 14 | Feb 5, 2015 | 28 |