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Nasdaq - Delayed Quote USD

Federated Hermes Opportunistic HY Bd Svc (FHYTX)

6.11
-0.01
(-0.16%)
At close: 8:03:52 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.32%
5y Average Return 7.11%
Number of Years Up 31
Number of Years Down 9
Best 1Y Total Return (Apr 7, 2025) 18.34%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 18.34%
Worst 3Y Total Return 0.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FHYTX
Category
YTD
0.45%
3.62%
1-Month
-1.29%
1.08%
3-Month
0.45%
2.50%
1-Year
5.27%
14.69%
3-Year
3.44%
6.16%
5-Year
7.50%
6.21%
10-Year
4.44%
5.48%
Last Bull Market
7.42%
11.96%
Last Bear Market
-10.28%
-7.27%

Annual Total Return (%) History

Year
FHYTX
Category
2025
--
--
2024
6.25%
--
2023
13.18%
--
2022
-12.25%
--
2021
7.82%
--
2020
6.68%
4.91%
2019
15.29%
12.62%
2018
-4.68%
-2.59%

2017
7.43%
6.47%
2016
14.47%
13.30%
2015
-3.58%
-4.01%
2014
4.07%
1.11%
2013
12.18%
6.90%
2012
18.34%
14.67%
2011
3.48%
2.83%
2010
16.40%
14.24%
2009
55.52%
46.70%
2008
-28.12%
-26.41%
2007
3.15%
1.47%
2006
11.20%
10.14%
2005
2.43%
2.59%
2004
11.63%
9.99%
2003
22.81%
24.36%
2002
0.06%
-1.52%
2001
-1.85%
2.39%
2000
-9.40%
-7.12%
1999
2.00%
5.05%
1998
1.06%
-0.13%
1997
13.25%
13.27%
1996
13.49%
13.49%
1995
18.40%
17.30%
1994
-2.41%
-3.04%
1993
17.37%
18.60%
1992
15.03%
17.13%
1991
52.53%
37.19%
1990
-12.57%
-10.34%
1989
-1.16%
-0.44%
1988
16.19%
12.57%
1987
1.22%
1.99%
1986
15.95%
13.55%
1985
21.93%
21.87%
1984
--
8.69%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.45% -- -- --
2024 1.38% 0.37% 5.01% -0.57%
2023 3.53% 1.68% 0.47% 7.01%
2022 -4.22% -10.28% -1.78% 3.96%
2021 2.97% 3.57% 0.33% 0.76%
2020 -15.09% 11.03% 4.71% 8.08%
2019 8.05% 2.33% 0.75% 3.49%
2018 -1.42% 0.78% 2.11% -6.04%
2017 2.94% 1.97% 2.00% 0.34%
2016 2.74% 4.19% 5.62% 1.25%

2015 2.86% 0.00% -4.77% -1.57%
2014 2.99% 2.79% -2.37% 0.69%
2013 4.71% -0.55% 3.36% 4.22%
2012 7.48% 2.74% 4.29% 2.76%
2011 5.07% 0.70% -9.15% 7.67%
2010 4.72% -1.47% 6.86% 5.56%
2009 4.68% 21.94% 14.44% 6.46%
2008 -3.64% 1.42% -7.02% -20.90%
2007 2.97% 0.14% 1.04% -0.99%
2006 2.62% 0.53% 3.47% 4.17%
2005 -1.67% 1.27% 1.39% 1.46%
2004 2.02% 1.00% 3.92% 4.25%
2003 5.24% 8.16% 2.23% 5.55%
2002 2.76% -4.27% -2.62% 4.45%
2001 3.22% -3.47% -5.84% 4.63%
2000 -3.29% 1.47% -0.48% -7.24%
1999 3.34% -0.52% -2.58% 1.85%
1998 3.29% 0.31% -4.94% 2.61%
1997 0.44% 5.24% 5.05% 1.99%
1996 2.16% 1.50% 5.33% 3.91%
1995 5.13% 5.09% 3.40% 3.64%
1994 -2.18% 0.02% 0.86% -1.11%
1993 6.98% 3.83% -0.06% 5.73%
1992 8.16% 2.37% 3.68% 0.20%
1991 21.35% 9.78% 8.72% 5.31%
1990 -3.35% 4.70% -7.41% -6.69%
1989 1.97% 2.69% -0.64% -5.00%
1988 6.48% 3.28% 3.31% 2.27%
1987 6.20% -1.42% -3.59% 0.29%
1986 6.68% 3.79% 1.84% 2.83%
1985 4.76% 8.16% 2.03% 5.46%
1984 2.11% -- -- --

Rank in Category (By Total Return)

YTD 82
1-Month 80
3-Month 82
1-Year 94
3-Year 86
5-Year 27

Load Adjusted Returns

1-Year 5.27%
3-Year 3.44%
5-Year 7.50%
10-Year 4.44%

Performance & Risk

YTD Return -2.32%
5y Average Return 7.11%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Federated
Net Assets 437.02M
YTD Return 0.45%
Yield 5.18%
Morningstar Rating
Inception Date Apr 27, 2017

Fund Summary

The fund pursues its investment objective by investing primarily in a diversified portfolio of noninvestment-grade, fixed income securities of domestic and foreign corporations (also known as "junk bonds") including loan instruments. The fund's investment adviser ("Adviser") selects securities that the advisor believes have attractive risk-return characteristics. The Adviser's securities selection process includes an analysis of the issuer's financial condition, business and product strength, competitive position and management expertise.

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