Nasdaq - Delayed Quote USD
Federated Hermes Global Allocation B (FSBBX)
17.62
-0.17
(-0.96%)
At close: February 3 at 8:01:14 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.45% |
| 5y Average Return | 1.94% |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Feb 3, 2023) | 19.86% |
| Worst 1Y Total Return (Feb 3, 2023) | -- |
| Best 3Y Total Return | 19.86% |
| Worst 3Y Total Return | -0.03% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FSBBX
Category
- YTD
- 5.45%
- 8.60%
- 1-Month
- 5.57%
- 0.11%
- 3-Month
- 10.69%
- 4.82%
- 1-Year
- -8.05%
- 25.33%
- 3-Year
- 2.29%
- 8.02%
- 5-Year
- 1.94%
- 8.06%
- 10-Year
- 4.04%
- 6.03%
- Last Bull Market
- 21.01%
- 13.54%
- Last Bear Market
- -11.41%
- -13.20%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 58 |
| 1-Month | 58 |
| 3-Month | 71 |
| 1-Year | 71 |
| 3-Year | 66 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | -13.32% |
| 3-Year | 1.12% |
| 5-Year | 1.17% |
| 10-Year | 4.06% |
Performance & Risk
| YTD Return | 5.45% |
| 5y Average Return | 1.94% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Allocation |
| Fund Family | Federated |
| Net Assets | 277.76M |
| YTD Return | 5.45% |
| Yield | 0.85% |
| Morningstar Rating | |
| Inception Date | Apr 07, 2003 |
Fund Summary
The fund will invest in a diversified mix of various asset classes, which may include, but are not limited to, equity and fixed-income investments, in any proportion. It will generally allocate a substantial amount of its total assets to non-U.S. investments. The fund will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.
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