Federated Hermes Global Allocation R (FSBKX)

18.15 +0.01 (+0.06%) USD  |  Aug 15 2022

FSBKX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Federated Hermes Global Allocation R
11.47%
18.03%
3.22%
-4.82%
2.85%
16.48%
-8.97%
17.40%
12.05%
8.11%
-11.08%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.98%
Invesco Global Allocation R
9.90%
17.49%
-0.16%
0.10%
4.52%
14.54%
-9.94%
16.07%
14.17%
10.04%
-13.06%
Delaware Ivy Asset Strategy Fund Cl R
18.86%
23.87%
-5.37%
-8.70%
-5.79%
18.04%
-5.78%
21.36%
13.08%
13.34%
-11.26%
Franklin Global Allocation R
16.52%
23.28%
2.68%
-6.40%
13.22%
10.97%
-10.01%
17.44%
1.28%
11.50%
-7.44%
American Funds Global Balanced R2
11.98%
16.27%
2.85%
-4.18%
5.58%
13.15%
-6.84%
16.36%
9.66%
8.33%
-11.71%
As of August 15, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Federated Hermes Global Allocation R
5.95%
1.45%
-7.56%
-10.71%
5.18%
4.05%
5.04%
4.28%
4.98%
6.94%
S&P 500 Total Return
11.37%
7.24%
-3.12%
-2.39%
16.60%
13.77%
14.02%
9.94%
10.11%
10.21%
Invesco Global Allocation R
5.57%
1.20%
-7.69%
-12.53%
5.19%
3.35%
5.45%
3.17%
4.95%
7.03%
Delaware Ivy Asset Strategy Fund Cl R
7.22%
3.38%
-8.36%
-9.61%
7.24%
7.09%
5.26%
5.19%
7.57%
7.50%
Franklin Global Allocation R
6.02%
1.65%
-5.03%
-4.83%
5.44%
2.86%
5.71%
3.74%
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5.51%
American Funds Global Balanced R2
6.93%
1.57%
-8.83%
-10.92%
4.26%
3.50%
4.93%
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4.70%
As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022