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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FSBBX | Category Average | FSBBX | Category Average | FSBBX | Category Average | |
| Alpha | -1.56 | -0.04 | -2.81 | -0.03 | -2.31 | -0.03 |
| BETA | 1.03 | 0.01 | 1.05 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.28 | 0.01 | 0.19 | 0.01 | 0.38 | 0.01 |
| R-squared | 97.89 | 0.89 | 97.63 | 0.89 | 95.66 | 0.89 |
| Standard Deviation | 14.66 | 0.13 | 12.74 | 0.11 | 10.45 | 0.1 |
| Sharpe Ratio | -0.09 | 0.01 | 0.35 | 0.01 | 1.07 | 0.01 |
| Treynor Ratio | 1.32 | 0.06 | 0.09 | 0.06 | 2.95 | 0.05 |
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