Federated Hermes US SMID Equity Fund Class R USD Accumulating

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAverage2 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Federated Hermes US SMID Equity Fund Class R USD Accumulating
  • Morningstar US Mid NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev15.64 %
3-Yr Mean Return7.61 %
 
3-Yr Sharpe Ratio0.26
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar US Mid NR USD  Morningstar US Small Extended NR USD
3-Yr Beta0.950.85
3-Yr Alpha0.922.64
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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