Federated Hermes Global Equity Fund Class F USD Accumulating

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-Year*HighAverage5 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Federated Hermes Global Equity Fund Class F USD Accumulating
  • MSCI ACWI NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev14.47 %
3-Yr Mean Return11.92 %
 
3-Yr Sharpe Ratio0.75
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Ex EMU NR USD
3-Yr Beta0.980.98
3-Yr Alpha-0.29-1.36
 
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* This share class has performance data calculated prior to the inception date, 2013-11-06. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)