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Federated Hermes Equity Income F (LFEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.94-0.24 (-0.99%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.29%
5-Year Average Return8.48%
Number of Years Up22
Number of Years Down8
Best 1 Yr Total Return (Jun 24, 2024)31.31%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return31.31%
Worst 3-Yr Total Return3.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLFEIXCategory
YTD8.81%4.44%
1-Month2.53%-4.04%
3-Month3.84%4.09%
1-Year21.79%14.37%
3-Year3.76%6.04%
5-Year9.82%9.20%
10-Year6.22%8.57%
Last Bull Market25.32%22.97%
Last Bear Market-11.63%-11.27%

Annual Total Return (%) History

Year
LFEIXCategory
2024
N/AN/A
2023
8.81%11.63%
2022
-8.24%-5.90%
2021
20.62%26.22%
2020
6.11%2.91%
2019
21.01%25.04%
2018
-11.95%-8.53%
2017
15.81%15.94%
2016
9.22%14.81%
2015
-5.65%-4.05%
2014
7.63%10.21%
2013
31.31%31.21%
2012
10.88%14.57%
2011
7.17%-0.75%
2010
11.35%13.66%
2009
15.40%24.13%
2008
-29.88%-37.09%
2007
1.85%1.42%
2006
22.68%18.15%
2005
3.01%5.95%
2004
12.97%12.97%
2003
23.94%28.44%
2002
-19.42%-18.69%
2001
-11.44%-4.99%
2000
-11.18%7.87%
1999
17.21%6.72%
1998
15.54%12.00%
1997
24.86%26.61%
1996
21.83%20.08%
1995
33.42%32.39%
1994
-4.00%-0.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.38%N/AN/AN/A
2023-0.91%4.32%-4.22%9.90%
20220.16%-11.63%-6.28%10.62%
202110.07%4.93%-1.09%5.58%
2020-25.23%14.91%6.72%15.72%
201910.24%2.18%0.66%6.72%
2018-0.97%0.70%3.64%-14.81%
20173.44%0.57%4.24%6.80%
2016-2.36%1.39%2.73%7.40%
20150.26%-0.67%-8.29%3.30%
20141.72%4.67%-2.03%3.19%
201310.21%2.41%4.63%11.20%
20129.31%-2.67%4.57%-0.33%
20116.37%0.01%-10.16%12.13%
20104.17%-10.91%9.64%9.43%
2009-10.76%9.14%13.02%4.83%
2008-6.88%-5.46%-4.89%-16.26%
20070.01%5.72%-0.56%-3.13%
20064.60%1.93%7.65%6.89%
2005-1.67%0.49%1.61%2.61%
20042.56%0.30%0.23%9.57%
2003-6.78%16.89%0.18%13.54%
20020.87%-13.15%-14.75%7.88%
2001-10.24%2.76%-11.45%8.44%
20007.37%-5.10%0.94%-13.65%
19992.46%7.12%-6.28%13.94%
19987.72%1.57%-9.19%16.29%
19972.25%15.30%6.01%-0.11%
19965.17%3.16%4.40%7.56%
19957.89%7.89%7.59%6.54%
1994-2.41%-1.45%3.57%-3.62%

Rank In Category (By Total Return)

YTD32
1-Month73
3-Month48
1-Year57
3-Year89
5-Year81

Load Adjusted Returns

1-Year20.57%
3-Year3.41%
5-Year9.60%
10-Year6.11%