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Federated Hermes Global Allocation A (FSTBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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19.31

+0.16

(+0.84%)

At close: 06:06PM EDT

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return2.10%

5-Year Average Return4.60%

Number of Years Up45

Number of Years Down10

Best 1 Yr Total Return (May 1, 2024)20.90%

Worst 1 Yr Total Return (May 1, 2024)N/A

Best 3-Yr Total Return20.90%

Worst 3-Yr Total Return0.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnFSTBXCategory

YTD4.98%8.60%

1-Month2.48%0.11%

3-Month4.98%4.82%

1-Year12.58%25.33%

3-Year1.64%8.02%

5-Year5.44%8.06%

10-Year4.44%6.03%

Last Bull Market21.82%13.54%

Last Bear Market-11.22%-13.20%

Annual Total Return (%) History

Year

FSTBXCategory

2024

N/AN/A

2023

11.23%N/A

2022

-15.42%N/A

2021

8.57%N/A

2020

12.54%6.18%

2019

17.87%16.10%

2018

-8.60%-8.26%

2017

17.06%14.79%

2016

3.25%6.04%

2015

-4.43%-4.15%

2014

3.67%1.54%

2013

18.52%10.07%

2012

11.90%10.74%

2011

-2.84%-3.99%

2010

10.93%10.58%

2009

20.90%24.37%

2008

-22.73%-28.98%

2007

8.82%11.39%

2006

12.15%16.61%

2005

2.72%6.56%

2004

6.66%15.24%

2003

17.21%25.32%

2002

-10.30%-2.16%

2001

0.63%-3.23%

2000

5.02%0.23%

1999

2.23%21.83%

1998

11.16%9.68%

1997

23.92%13.17%

1996

13.67%14.59%

1995

25.06%16.98%

1994

-1.93%-4.05%

1993

10.50%21.85%

1992

7.33%5.04%

1991

18.52%19.31%

1990

0.19%0.19%

1989

12.46%16.62%

1988

9.28%8.73%

1987

3.58%12.88%

1986

13.77%20.63%

1985

24.09%32.71%

1984

13.81%2.86%

1983

21.26%24.03%

1982

29.67%31.61%

1981

4.18%8.54%

1980

14.37%31.66%

1979

13.99%24.11%

1978

1.46%7.24%

1977

1.90%2.32%

1976

22.56%14.40%

1975

26.54%26.15%

1974

-20.26%-21.31%

1973

-15.73%-20.60%

1972

8.78%10.89%

1971

13.48%21.51%

1970

5.15%N/A

1969

-15.37%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20244.98%N/AN/AN/A

20233.72%2.12%-3.91%9.28%

2022-4.78%-11.22%-6.18%6.64%

20212.12%4.52%-2.18%3.99%

2020-15.57%15.48%4.62%10.34%

20199.16%2.69%-0.32%5.49%

2018-0.66%-0.57%2.81%-10.00%

20174.43%3.64%4.32%3.68%

20160.27%0.15%4.38%-1.49%

20153.40%-1.58%-7.01%0.99%

20140.80%2.82%-2.00%2.06%

20134.66%0.11%6.57%6.15%

201210.10%-3.08%4.96%-0.08%

20114.54%-0.25%-11.12%4.82%

20102.26%-9.13%9.98%8.55%

2009-6.95%11.60%11.51%4.40%

2008-5.06%-0.48%-7.01%-12.06%

20071.40%5.31%2.76%-0.84%

20062.91%-1.59%4.35%6.12%

2005-1.57%0.78%2.07%1.45%

20041.41%-0.19%-1.24%6.69%

2003-1.73%9.46%0.72%8.20%

2002-0.16%-6.11%-8.73%4.85%

2001-1.58%2.85%-5.74%5.46%

2000-0.50%-0.75%4.00%2.26%

19991.00%5.42%-6.39%2.58%

19986.80%1.75%-5.15%7.84%

19972.31%10.50%6.82%2.61%

19962.66%1.11%3.13%6.19%

19955.99%6.85%5.68%4.50%

1994-2.84%-0.32%2.43%-1.13%

19934.24%2.18%2.81%0.91%

19920.44%1.72%2.87%2.13%

19918.05%0.50%4.14%4.81%

1990-0.19%2.76%-7.58%5.69%

19892.69%6.10%3.15%0.07%

19883.55%3.55%0.87%1.02%

19876.92%1.15%0.91%-5.08%

19868.81%1.75%-0.11%2.88%

19855.04%8.53%-1.19%10.16%

1984-0.39%-0.91%10.27%4.57%

19838.26%6.51%2.41%2.68%

19820.46%1.26%12.46%13.36%

19814.44%0.40%-8.19%8.22%

1980-5.27%14.60%1.45%3.85%

19797.57%4.27%4.01%-2.30%

1978-0.83%2.29%5.86%-5.52%

1977-1.92%4.03%-0.45%0.32%

197611.12%2.77%2.63%4.57%

197516.33%13.62%-7.13%3.09%

19741.08%-11.58%-16.74%7.16%

1973-7.24%-7.99%8.24%-8.77%

19725.35%-3.15%1.70%4.83%

197112.80%-1.37%-1.58%3.64%

19700.19%-17.11%17.23%8.00%

1969-3.73%1.60%-11.93%-1.76%

Rank In Category (By Total Return)

YTD38

1-Month67

3-Month38

1-Year45

3-Year71

5-Year51

Load Adjusted Returns

1-Year6.39%

3-Year-0.26%

5-Year4.25%

10-Year3.85%