Federated Hermes US SMID Equity Fund Class R EUR Accumulating

ISIN: IE00B8JBC584

Categoria Morningstar: US Mid-Cap Equity

Società: Federated Hermes

The investment objective of the Fund is to provide long-term capital appreciation. The Fund will seek to achieve its objective over a rolling period of any five years, by investing at least 80% in equity and/or equity-related securities of, or relating to, small and midcapitalisation companies domiciled in the US, or companies that derive a large proportion of their income from US activities, and that the Investment Manager has identified as being, in its view, undervalued. These companies will be listed or traded on a Regulated Market worldwide (primarily in the US or Canada).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 17,90 3 anni: 6,63 5 anni: 8,56 Inizio: 11,55 2024: 4,53 2023: 15,43 2022: -11,69 2021: 30,78 2020: -1,03
Rendimento annuo: Categoria 1 anno: 11,14 3 anni: 1,25 5 anni: 7,98 Inizio: - 2024: 0,52 2023: 18,99 2022: -20,24 2021: 19,47 2020: 22,23
Rendimento annuo: Percentile 1 anno: 35,00 3 anni: 29,00 5 anni: 53,00 Inizio:- 2024: 54,00 2023: 35,00 2022: 36,00 2021: 54,00 2020: 80,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,89 3 Sharpe Ratio: 0,21 5 Correlazione: 92,36 Beta: 0,94 Alfa: 0,17 Tracking error: 7,52 Info Ratio: -0,03
Fonte: Morningstar. Dati in euros. Categoria: US Mid-Cap Equity. Data: 2024-04-24
Fonte: Morningstar. Dati in euros. Categoria: US Mid-Cap Equity. Data: 2024-04-24