Nasdaq - Delayed Quote USD
Federated Hermes Global Allocation R (FSBKX)
20.67
+0.08
+(0.39%)
At close: 8:04:17 PM EDT
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 | 18.03% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 3.94% |
| 5y Average Return | 7.28% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FSBKX | Category Average | FSBKX | Category Average | FSBKX | Category Average | |
| Alpha | -1.77 | -- | -1.16 | -- | -2.34 | -- |
| BETA | 0.97 | -- | 1 | -- | 1.06 | -- |
| Mean Annual Return | 0.42 | -- | 0.56 | -- | 0.36 | -- |
| R-squared | 97.95 | -- | 97.51 | -- | 96.63 | -- |
| Standard Deviation | 11.75 | -- | 11.33 | -- | 10.84 | -- |
| Sharpe Ratio | 0.03 | -- | 0.34 | -- | 0.21 | -- |
| Treynor Ratio | -0.3 | -- | 3.42 | -- | 1.68 | -- |
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