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Federated Hermes SDG Engagement Eq IS (FHESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.87+0.13 (+0.95%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.96%
5-year average return5.95%
Number of years up4
Number of years down1
Best 1-yr total return (29 Apr 2024)25.41%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return25.41%
Worst 3-yr total return1.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFHESXCategory
YTD7.06%12.99%
1-month4.75%1.30%
3-month7.06%6.38%
1-year18.39%53.27%
3-year4.45%14.94%
5-year8.21%15.72%
10-year0.00%9.30%
Last bull market38.67%18.45%
Last bear market-14.18%-25.47%

Annual total return (%) history

Year
FHESXCategory
2024
N/AN/A
2023
18.30%N/A
2022
-18.46%N/A
2021
17.55%N/A
2020
8.34%24.89%
2019
25.41%26.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
20236.98%3.46%-4.05%11.39%
2022-8.61%-14.18%-7.23%12.06%
20216.54%3.99%0.29%5.80%
2020-29.30%21.96%6.31%18.19%
201911.16%5.46%-1.02%8.08%

Rank in category (by total return)

YTD14
1-month15
3-month14
1-year23
3-year12
5-year48

Load adjusted returns

1-year18.39%
3-year4.45%
5-year8.21%
10-yearN/A