Nasdaq - Delayed Quote USD
Federated Hermes Opportunistic HY Bd Svc (FHYTX)
6.11
-0.01
(-0.16%)
At close: 8:03:52 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.34% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 31 |
| Number of Years Down | 9 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FHYTX | Category Average | FHYTX | Category Average | FHYTX | Category Average | |
| Alpha | 2.53 | 0.03 | 7.59 | 0.04 | 3.03 | 0.04 |
| BETA | 0.88 | 0.01 | 0.93 | 0 | 0.75 | 0 |
| Mean Annual Return | 0.31 | 0.01 | 0.63 | 0.01 | 0.39 | 0 |
| R-squared | 58.24 | 0.04 | 49.31 | 0.05 | 20.15 | 0.04 |
| Standard Deviation | 8.88 | 0.09 | 8.32 | 0.07 | 8.33 | 0.07 |
| Sharpe Ratio | -0.09 | 0.01 | 0.58 | 0.01 | 0.33 | 0.01 |
| Treynor Ratio | -1.33 | 0.11 | 5.07 | 0.11 | 3.3 | 0.12 |
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