Federated Hermes, Inc. (FHI) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$21,953
Total Return
119.53%
CAGR
17.03%
Dividends
$2,470.07
Yield on Cost
24.70%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.50% |
| Median | +1.66% |
| Best | +22.89% |
| Worst | -16.97% |
| % of Windows Positive | 58.9% |
1-Year (252 Trading Days)
| Average | +16.00% |
| Median | +12.18% |
| Best | +69.43% |
| Worst | -20.65% |
| % of Windows Positive | 76.2% |
3-Year (756 Trading Days)
| Average | +40.50% |
| Median | +38.45% |
| Best | +82.14% |
| Worst | +3.82% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -29.91% |
| Average Drawdown | -10.15% |
| Drawdown Duration | 391 Trading Days |
| Sortino Ratio | 1.10 |
| Calmar Ratio | 0.57 |
| CVaR (5%) | -3.41% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.46% (+34.64% ann.) | +$945.90 | $65.30 | $13.06 | $0.10 |
| 2025 | +29.67% | +$2966.71 | $326.61 | $65.32 | $0.52 |
| 2024 | +27.89% | +$2788.75 | $663.05 | $132.61 | $1.06 |
| 2023 | -4.42% | $442.35 | $308.36 | $61.67 | $0.50 |
| 2022 | -0.81% | $81.10 | $290.32 | $58.06 | $0.46 |
| 2021 | +33.67% | +$3367.17 | $377.88 | $75.58 | $0.60 |
| 2020 | -5.41% | $540.64 | $649.43 | $129.89 | $1.04 |
| 2019 | +26.18% | +$2618.23 | $411.26 | $82.25 | $0.66 |
| 2018 | -23.98% | $2398.50 | $297.17 | $59.43 | $0.48 |
| 2017 | +31.33% | +$3132.59 | $357.66 | $71.54 | $0.57 |
| 2016 | +4.87% | +$487.40 | $709.56 | $141.91 | $1.13 |
| 2015 | -10.86% | $1086.50 | $306.39 | $61.28 | $0.49 |
| 2014 | +17.61% | +$1761.03 | $351.10 | $70.22 | $0.56 |
| 2013 | +46.78% | +$4678.12 | $490.30 | $98.06 | $0.79 |
| 2012 | +46.69% | +$4668.85 | $1668.27 | $333.66 | $2.67 |
| 2011 | -40.09% | $4009.28 | $371.06 | $74.21 | $0.59 |
| 2010 | +2.27% | +$226.69 | $822.29 | $164.46 | $1.32 |
| 2009 | +67.38% | +$6738.19 | $573.36 | $114.67 | $0.92 |
| 2008 | -54.91% | $5490.75 | $912.80 | $182.56 | $1.46 |
| 2007 | +23.97% | +$2397.31 | $241.39 | $48.28 | $0.39 |
| 2006 | -7.32% | $731.55 | $187.38 | $37.47 | $0.30 |
| 2005 | +23.65% | +$2365.47 | $190.24 | $38.05 | $0.30 |
| 2004 | +4.71% | +$470.67 | $141.58 | $28.32 | $0.23 |
| 2003 | +16.75% | +$1675.08 | $117.46 | $23.49 | $0.19 |
| 2002 | -19.96% | $1995.90 | $68.20 | $13.64 | $0.11 |
| 2001 | +9.98% | +$997.84 | $60.19 | $12.04 | $0.10 |
| 2000 | +118.88% | +$11888.33 | $103.92 | $20.78 | $0.18 |
| 1999 | +11.71% | +$1171.21 | $112.42 | $22.49 | $0.16 |
| 1998 partial | -8.19% (-12.64% ann.) | $818.93 | $38.39 | $7.68 | $0.06 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | May 14, 1998 – March 10, 2000 | +21.92% | +11.48% | +$2191.95 | $163.07 | $32.62 | $0.24 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +54.60% | +18.45% | +$5460.13 | $286.15 | $57.23 | $0.48 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +72.92% | +11.58% | +$7291.87 | $1063.07 | $212.61 | $1.71 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -54.20% | -42.46% | $5419.83 | $1029.15 | $205.83 | $1.65 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +24.83% | +6.79% | +$2482.86 | $2536.65 | $507.32 | $4.06 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +151.22% | +12.94% | +$15122.08 | $6110.16 | $1222.04 | $9.78 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -64.11% | -100.00% | $6411.31 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +70.79% | +136.61% | +$7078.74 | $1228.82 | $245.76 | $1.97 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +35.29% | +33.21% | +$3528.69 | $417.31 | $83.46 | $0.67 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +7.74% | +8.24% | +$774.40 | $323.65 | $64.73 | $0.52 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +7.43% | +3.94% | +$743.30 | $866.93 | $173.39 | $1.39 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +64.06% | +36.58% | +$6405.75 | $562.03 | $112.41 | $0.90 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1998-07-29 | $0.0253 | 0.22% |
| 1998-10-28 | $0.0253 | 0.23% |
| 1999-02-04 | $0.0253 | 0.20% |
| 1999-04-28 | $0.0267 | 0.24% |
| 1999-04-29 | $0.0287 | 0.26% |
| 1999-07-29 | $0.0267 | 0.22% |
| 1999-10-28 | $0.0280 | 0.24% |
| 2000-02-03 | $0.0280 | 0.20% |
| 2000-05-04 | $0.0367 | 0.19% |
| 2000-08-02 | $0.0370 | 0.14% |
| 2000-11-01 | $0.0370 | 0.13% |
| 2001-02-05 | $0.0370 | 0.12% |
| 2001-05-03 | $0.0460 | 0.15% |
| 2001-08-03 | $0.0460 | 0.15% |
| 2001-11-05 | $0.0460 | 0.17% |
| 2002-02-05 | $0.0460 | 0.14% |
| 2002-05-03 | $0.0570 | 0.18% |
| 2002-08-05 | $0.0570 | 0.20% |
| 2002-11-05 | $0.0570 | 0.21% |
| 2003-02-05 | $0.0570 | 0.22% |
| 2003-05-05 | $0.0700 | 0.25% |
| 2003-08-05 | $0.0850 | 0.30% |
| 2003-11-05 | $0.0850 | 0.31% |
| 2004-02-18 | $0.0850 | 0.26% |
| 2004-05-05 | $0.1020 | 0.35% |
| 2004-08-04 | $0.1020 | 0.36% |
| 2004-11-04 | $0.1250 | 0.43% |
| 2005-02-16 | $0.1250 | 0.43% |
| 2005-05-05 | $0.1500 | 0.51% |
| 2005-08-04 | $0.1500 | 0.47% |
| 2005-11-04 | $0.1500 | 0.44% |
| 2006-02-06 | $0.1500 | 0.39% |
| 2006-05-04 | $0.1800 | 0.54% |
| 2006-08-04 | $0.1800 | 0.58% |
| 2006-11-06 | $0.1800 | 0.54% |
| 2007-02-06 | $0.1800 | 0.51% |
| 2007-05-04 | $0.2100 | 0.55% |
| 2007-08-06 | $0.2100 | 0.60% |
| 2007-11-06 | $0.2100 | 0.53% |
| 2008-02-06 | $0.2100 | 0.50% |
| 2008-05-06 | $0.2400 | 0.68% |
| 2008-08-06 | $0.2400 | 0.73% |
| 2008-09-05 | $2.7600 | 7.97% |
| 2008-11-05 | $0.2400 | 0.94% |
| 2009-02-04 | $0.2400 | 1.20% |
| 2009-05-06 | $0.2400 | 1.03% |
| 2009-08-06 | $0.2400 | 0.92% |
| 2009-11-05 | $0.2400 | 0.91% |
| 2010-02-03 | $1.5000 | 5.62% |
| 2010-05-05 | $0.2400 | 1.00% |
| 2010-08-04 | $0.2400 | 1.13% |
| 2010-11-04 | $0.2400 | 0.97% |
| 2011-02-04 | $0.2400 | 0.90% |
| 2011-05-04 | $0.2400 | 0.92% |
| 2011-08-04 | $0.2400 | 1.16% |
| 2011-11-04 | $0.2400 | 1.23% |
| 2012-02-06 | $0.2400 | 1.27% |
| 2012-05-04 | $0.2400 | 1.08% |
| 2012-08-06 | $0.2400 | 1.18% |
| 2012-11-06 | $1.7500 | 7.90% |
| 2013-02-06 | $0.2400 | 1.01% |
| 2013-05-06 | $0.2400 | 1.04% |
| 2013-08-06 | $0.2500 | 0.86% |
| 2013-11-06 | $0.2500 | 0.92% |
| 2014-02-05 | $0.2500 | 0.94% |
| 2014-05-06 | $0.2500 | 0.89% |
| 2014-08-06 | $0.2500 | 0.87% |
| 2014-11-05 | $0.2500 | 0.80% |
| 2015-02-04 | $0.2500 | 0.76% |
| 2015-05-06 | $0.2500 | 0.73% |
| 2015-08-05 | $0.2500 | 0.73% |
| 2015-11-04 | $0.2500 | 0.81% |
| 2016-02-04 | $0.2500 | 1.06% |
| 2016-05-04 | $0.2500 | 0.81% |
| 2016-08-04 | $0.2500 | 0.79% |
| 2016-11-04 | $1.2500 | 4.81% |
| 2017-02-06 | $0.2500 | 0.94% |
| 2017-05-04 | $0.2500 | 0.95% |
| 2017-08-04 | $0.2500 | 0.90% |
| 2017-11-07 | $0.2500 | 0.79% |
| 2018-02-07 | $0.2500 | 0.75% |
| 2018-05-07 | $0.2700 | 1.07% |
| 2018-08-07 | $0.2700 | 1.17% |
| 2018-11-07 | $0.2700 | 1.08% |
| 2019-02-07 | $0.2700 | 0.99% |
| 2019-05-07 | $0.2700 | 0.85% |
| 2019-08-07 | $0.2700 | 0.81% |
| 2019-11-07 | $0.2700 | 0.80% |
| 2020-02-06 | $0.2700 | 0.72% |
| 2020-05-08 | $0.2700 | 1.22% |
| 2020-08-06 | $0.2700 | 1.04% |
| 2020-11-05 | $1.2700 | 5.06% |
| 2021-02-04 | $0.2700 | 0.97% |
| 2021-05-06 | $0.2700 | 0.85% |
| 2021-08-05 | $0.2700 | 0.85% |
| 2021-11-05 | $0.2700 | 0.79% |
| 2022-02-07 | $0.2700 | 0.82% |
| 2022-05-05 | $0.2700 | 0.89% |
| 2022-08-05 | $0.2700 | 0.79% |
| 2022-11-07 | $0.2700 | 0.76% |
| 2023-02-07 | $0.2700 | 0.67% |
| 2023-05-05 | $0.2800 | 0.72% |
| 2023-08-07 | $0.2800 | 0.85% |
| 2023-11-07 | $0.2800 | 0.85% |
| 2024-02-07 | $0.2800 | 0.80% |
| 2024-05-07 | $1.3100 | 3.93% |
| 2024-08-08 | $0.3100 | 0.96% |
| 2024-11-08 | $0.3100 | 0.75% |
| 2025-02-07 | $0.3100 | 0.79% |
| 2025-05-08 | $0.3400 | 0.80% |
| 2025-08-08 | $0.3400 | 0.67% |
| 2025-11-07 | $0.3400 | 0.68% |
| 2026-02-06 | $0.3400 | 0.65% |
| Total | 113 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-06 | $89.88 | $17.98 | $0.14 | 2.2189 |
| 2021-08-05 | $90.48 | $18.10 | $0.14 | 2.2681 |
| 2021-11-05 | $91.09 | $18.22 | $0.14 | 2.1013 |
| 2022-02-07 | $91.66 | $18.33 | $0.15 | 2.2076 |
| 2022-05-05 | $92.25 | $18.45 | $0.15 | 2.5311 |
| 2022-08-05 | $92.94 | $18.59 | $0.15 | 2.1798 |
| 2022-11-07 | $93.53 | $18.70 | $0.15 | 2.1058 |
| 2023-02-07 | $94.10 | $18.82 | $0.15 | 1.8697 |
| 2023-05-05 | $98.10 | $19.62 | $0.16 | 2.0084 |
| 2023-08-07 | $98.67 | $19.73 | $0.16 | 2.3749 |
| 2023-11-07 | $99.33 | $19.87 | $0.16 | 2.4320 |
| 2024-02-07 | $100.01 | $20.00 | $0.16 | 2.2749 |
| 2024-05-07 | $470.90 | $94.18 | $0.75 | 11.7269 |
| 2024-08-08 | $115.07 | $23.01 | $0.18 | 2.7975 |
| 2024-11-08 | $115.94 | $23.19 | $0.19 | 2.2521 |
| 2025-02-07 | $116.63 | $23.33 | $0.19 | 2.4025 |
| 2025-05-08 | $128.74 | $25.75 | $0.21 | 2.4088 |
| 2025-08-08 | $129.56 | $25.91 | $0.21 | 2.0183 |
| 2025-11-07 | $130.24 | $26.05 | $0.21 | 2.1024 |
| 2026-02-06 | $130.96 | $26.19 | $0.21 | 2.0061 |
| Total | $2470.07 | $494.02 | $3.95 | 54.2873 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.