Nasdaq - Delayed Quote USD

Federated Hermes Instl High Yield Bd IS (FIHBX)

8.93 0.00 (0.00%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.95%
5y Average Return 3.82%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Oct 25, 2024) 49.50%
Worst 1Y Total Return (Oct 25, 2024) --
Best 3Y Total Return 49.50%
Worst 3Y Total Return -0.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIHBX
Category
YTD
6.70%
3.62%
1-Month
1.62%
1.08%
3-Month
4.84%
2.50%
1-Year
13.99%
14.69%
3-Year
2.47%
6.16%
5-Year
4.07%
6.21%
10-Year
4.80%
5.48%
Last Bull Market
9.25%
11.96%
Last Bear Market
-9.89%
-7.27%

Annual Total Return (%) History

Year
FIHBX
Category
2024
--
--
2023
13.12%
--
2022
-11.39%
--
2021
4.79%
--
2020
5.98%
4.91%
2019
14.97%
12.62%
2018
-2.84%
-2.59%
2017
7.16%
6.47%

2016
15.09%
13.30%
2015
-2.29%
-4.01%
2014
3.08%
1.11%
2013
7.31%
6.90%
2012
15.16%
14.67%
2011
5.68%
2.83%
2010
14.78%
14.24%
2009
49.50%
46.70%
2008
-23.62%
-26.41%
2007
3.79%
1.47%
2006
11.28%
10.14%
2005
3.60%
2.59%
2004
11.19%
9.99%
2003
23.15%
24.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.85% 0.92% 4.84% --
2023 3.50% 1.51% 0.78% 6.83%
2022 -4.16% -9.89% -1.50% 4.17%
2021 0.77% 2.61% 0.76% 0.59%
2020 -12.12% 9.55% 4.33% 5.51%
2019 7.73% 2.43% 1.37% 2.79%
2018 -1.23% 0.81% 2.38% -4.69%
2017 2.73% 2.29% 1.89% 0.09%
2016 3.61% 4.45% 5.15% 1.13%
2015 2.84% -0.04% -3.43% -1.57%

2014 3.04% 1.99% -1.88% -0.04%
2013 2.92% -1.38% 2.29% 3.36%
2012 5.67% 2.05% 3.94% 2.74%
2011 3.50% 0.94% -4.97% 6.45%
2010 4.06% 0.33% 6.27% 3.45%
2009 7.02% 18.11% 11.77% 5.81%
2008 -2.73% 1.68% -6.61% -17.31%
2007 2.89% 0.31% 0.95% -0.39%
2006 2.88% 0.29% 3.46% 4.25%
2005 -1.29% 1.57% 1.60% 1.70%
2004 2.00% 0.38% 4.42% 3.99%
2003 5.83% 7.51% 2.72% 5.37%

Rank in Category (By Total Return)

YTD 74
1-Month 16
3-Month 34
1-Year 58
3-Year 65
5-Year 53

Load Adjusted Returns

1-Year 13.99%
3-Year 2.47%
5-Year 4.07%
10-Year 4.80%

Performance & Risk

YTD Return 5.95%
5y Average Return 3.82%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Federated
Net Assets 7.79B
YTD Return 6.70%
Yield 5.80%
Morningstar Rating
Inception Date Nov 01, 2002

Fund Summary

The fund invests primarily in a diversified portfolio of high yield corporate bonds (also known as "junk bonds"), which include debt securities issued by U.S. or foreign businesses (including emerging market debt securities). The Adviser does not limit the fund's investments to securities of a particular maturity range. The fund may invest in derivative contracts (for example, futures contracts, option contracts and swap contracts) to implement its investment strategies.

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