Federated Hermes Institutional High Yield Bond Fund (FIHLX.O)

At A Glance

You hold FIHLX.O in 0 portfolios

Net Asset Value

8.99USD

 0.06 +0.67%

05/27/2022

Category
General Domestic
YTD Return (Cumulative)
 -7.53%
Classification
High Yield
5 Year Return (Annualized)
 3.41%
Lipper Index
Lipper High Yield Bd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

FIHLX.O — More Risk, More Return

Roll over fund for details

FIHLX.O outperforms 65 funds in its category for 3 Year Return, which is higher than the category median.

FIHLX.O has a higher risk than 65 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare FIHLX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.46%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption Fee0.00%
 
Expense Ratio0.48
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$287 in fees
$20,412 before
 
$20,126 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 28, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
FIHLX.O8.890.2620.190.750.15
Lipper High Yield Bd IX
Lipper Classification Index
9.7290.2660.010.8910.978
BBG US Agg TRIX
Broad-Based Index
4.63-0.0260.1880.7470.146

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