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Federated Hermes Institutional High Yield Bond Fund Institutional Shares: (MF: FIHBX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$8.81 USD
+0.01 (0.11%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.77 | 91 |
| 3 months | 0.91 | 80 |
| 6 months | 1.77 | 91 |
| 1 Year | 9.57 | 54 |
| 3 Year | 1.12 | 64 |
| 5 Year | 3.28 | 51 |
| 10 Year | 4.01 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -20.52 |
| Bull Market (2/09 - 3/21) | 227.82 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 9.57 |
| 5 Year | 3.28 |
| 10 Year | 4.01 |
| Since Inception | 6.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.85 | 0.91 | NA | NA |
| 2023 | 3.50 | 1.51 | 0.78 | 6.82 |
| 2022 | -4.15 | -9.89 | -1.50 | 4.17 |
| 2021 | 0.77 | 2.60 | 0.75 | 0.58 |
| 2020 | -12.12 | 9.54 | 3.89 | 5.50 |
| 2019 | 7.73 | 2.42 | 1.36 | 2.78 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.77 | 13.12 | -11.39 | 4.79 | 5.52 | 14.97 | -2.83 | 7.16 | 15.09 | -2.77 | 3.10 |
| % Total Return Rel to Index | -0.80 | -0.33 | -0.21 | -0.49 | -1.60 | 0.66 | -0.75 | -0.34 | -2.05 | 1.67 | 0.63 |
| % Total Return Rel to Peer | -1.08 | 1.70 | -2.39 | 0.19 | 0.69 | 3.27 | -0.29 | 1.67 | 3.39 | 1.20 | 2.56 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 1.00 | 3.00 | 2.00 | 1.00 | 3.00 | 1.00 |
| % Dividends | 0.25 | 0.52 | 0.50 | 0.50 | 0.47 | 0.57 | 0.57 | 0.55 | 0.56 | 0.53 | 0.62 |
| % Yield | 2.73 | 5.53 | 5.68 | 4.81 | 4.45 | 5.45 | 5.88 | 5.23 | 5.41 | 5.57 | 5.94 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 |
| Expense Ratio | 0.00 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.49 | 0.07 | 0.49 |
* 1 = Top 20%, 5 = Bottom 20%