Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHUMX (Federated Hermes U.S. SMID Fund Institutional Shares) | 6.67% | 7.84% | 9.43% | 5.62% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHUMX (Federated Hermes U.S. SMID Fund Institutional Shares) | 07/06/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.57 | 7.84 | 9.43 | 5.62 | NA | NA | NA | … | … | 6.67 | -1.38 | 14.58 | 21.93 | -16.51 | 22.94 | 28.14 |
| Sharpe Ratio | NA | 0.38 | 0.40 | 0.15 | NA | NA | NA | … | … | 0.76 | -0.19 | 0.64 | 1.05 | -0.66 | 1.25 | 3.47 |
| Standard Deviation(%) | NA | 19.41 | 19.80 | 20.99 | NA | NA | NA | … | … | 21.83 | 23.13 | 17.02 | 17.59 | 27.09 | 18.28 | 18.66 |
| Draw Down(%) | NA | 11.58 | 26.48 | 27.06 | NA | NA | NA | … | … | 11.58 | 24.63 | 8.07 | 16.89 | 25.47 | 8.21 | 8.17 |
| Yield(%) | 0.00 | 7.97 | 6.43 | 4.91 | 3.63 | 2.42 | 1.82 | … | … | 0.00 | 7.81 | 5.71 | 5.13 | 2.26 | 4.84 | 0.31 |
Data as of 06/10/2026, Common starting date is 07/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHUMX (Federated Hermes U.S. SMID Fund Institutional Shares) |
3.38%
Apr 2021 – Apr 2024 |
5.50%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHUMX (Federated Hermes U.S. SMID Fund Institutional Shares) |
16.63%
Sep 2022 – Sep 2025 |
12.50%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart