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Nasdaq - Delayed Quote USD

Federated Hermes Strategic Income Fund (STIAX)

8.28
+0.02
+(0.24%)
At close: 8:08:58 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.22%
5y Average Return 4.72%
Number of Years Up 24
Number of Years Down 6
Best 1Y Total Return (Mar 31, 2025) 12.72%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 12.72%
Worst 3Y Total Return -1.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STIAX
Category
YTD
2.64%
1.94%
1-Month
1.28%
0.65%
3-Month
1.30%
2.15%
1-Year
8.51%
9.23%
3-Year
2.07%
5.23%
5-Year
2.50%
4.63%
10-Year
3.18%
4.32%
Last Bull Market
7.24%
8.16%
Last Bear Market
-9.11%
-3.23%

Annual Total Return (%) History

Year
STIAX
Category
2024
5.56%
--
2023
9.47%
--
2022
-13.78%
--
2021
3.61%
--
2020
6.37%
4.84%
2019
12.72%
9.80%
2018
-3.28%
-1.52%
2017
6.06%
6.07%

2016
10.42%
7.52%
2015
-3.13%
-2.18%
2014
2.93%
3.63%
2013
-0.07%
1.87%
2012
10.63%
11.71%
2011
4.93%
3.37%
2010
11.41%
10.86%
2009
33.14%
29.22%
2008
-14.05%
-15.41%
2007
4.86%
4.45%
2006
8.75%
6.90%
2005
3.18%
2.12%
2004
8.94%
8.38%
2003
22.30%
16.18%
2002
4.77%
6.76%
2001
6.49%
4.22%
2000
-1.10%
1.73%
1999
3.52%
2.89%
1998
2.45%
1.41%
1997
8.37%
9.24%
1996
12.55%
10.86%
1995
18.22%
17.00%
1994
--
-4.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.53% 0.14% 5.52% -1.61%
2023 2.45% 0.51% -1.62% 8.06%
2022 -5.36% -9.11% -3.87% 4.26%
2021 0.32% 3.24% -0.11% 0.14%
2020 -10.87% 9.01% 3.28% 6.01%
2019 6.32% 2.88% 1.05% 1.97%
2018 -1.28% -0.51% 1.41% -2.90%
2017 2.50% 1.43% 1.41% 0.60%
2016 2.57% 3.43% 4.15% -0.06%
2015 1.86% -0.22% -3.91% -0.80%

2014 2.29% 2.80% -1.71% -0.41%
2013 -0.30% -2.85% 1.61% 1.54%
2012 4.03% 0.77% 4.02% 1.45%
2011 1.85% 1.85% -2.48% 3.72%
2010 2.89% 0.15% 7.24% 0.83%
2009 3.90% 12.80% 9.91% 3.36%
2008 0.56% -0.50% -4.76% -9.81%
2007 2.04% -0.58% 2.14% 1.20%
2006 1.62% -0.12% 3.79% 3.24%
2005 -1.12% 2.25% 1.44% 0.60%
2004 1.67% -2.14% 4.58% 4.70%
2003 5.62% 8.14% 2.26% 4.70%
2002 2.71% -3.35% -1.22% 6.84%
2001 2.97% -0.12% -2.36% 6.05%
2000 -0.63% 0.63% 0.60% -1.69%
1999 1.39% -0.60% 0.26% 2.45%
1998 2.35% 0.18% -3.89% 3.97%
1997 0.34% 4.20% 3.44% 0.21%
1996 1.63% 2.21% 4.17% 4.01%
1995 5.06% 4.78% 2.53% 4.74%
1994 1.73% -1.67% -- --

Rank in Category (By Total Return)

YTD 20
1-Month 47
3-Month 70
1-Year 40
3-Year 77
5-Year 54

Load Adjusted Returns

1-Year 3.63%
3-Year 0.51%
5-Year 1.56%
10-Year 2.71%

Performance & Risk

YTD Return 2.22%
5y Average Return 4.72%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family Federated
Net Assets 573.01M
YTD Return 2.64%
Yield 4.67%
Morningstar Rating
Inception Date May 04, 1994

Fund Summary

The fund's advisor allocates the portfolio of investments among the following three categories of the fixed-income market: domestic investment-grade (including, but not limited to, U.S. government, asset-backed, mortgage-backed, corporate and municipal), domestic noninvestment-grade (including, but not limited to, corporate debt issues, MBS and municipal securities) and foreign investments. In addition, when the Adviser considers the risk/return prospects of equity securities to be attractive, it may also opportunistically invest up to 20% of its assets in equity securities.

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