Federated Hermes Inc. trailing returns
Federated Hermes Inc.'s 10-year return is +11.5% a year (CAGR) (+196.3% cumulative). How Federated Hermes Inc. (FHI) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +1.3% | +0.0% | +1.3% | — |
| 5 days | +1.7% | +0.0% | +1.7% | -2.2%Oct 19 |
| 1 month | -2.0% | +0.0% | -2.0% | -5.6%Oct 14 |
| YTD | +7.5% | +2.1% | +9.6% | -16.0%Oct 14 |
| 1 year | +8.2% | +2.9% | +11.0% | -16.0%Oct 2026 |
| 5 years | +10.9% | +4.0% | +14.8%+99.7% | -30.8%Oct 2023 |
| 10 years | +7.2% | +4.2% | +11.5%+196.3% | -65.1%Mar 2020 |
| 20 years | +2.6% | +4.9% | +7.4%+318.1% | -70.6%Mar 2020 |
| Since inception (1998) | +5.2% | +3.8% | +9.0%+1063.8% | -70.6%Mar 2020 |
Growth of FHI#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+14.8%/year · +99.7%
- 10 years+11.5%/year · +196.3%
- 20 years+7.4%/year · +318.1%
- Since inception (1998)+9.0%/year · +1063.8%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in FHI's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Federated Hermes Inc.'s 10-year return?
- Over the last 10 years, Federated Hermes Inc. (FHI) returned about +11.5% a year annualized (+196.3% cumulative total return).
- What is Federated Hermes Inc.'s 20-year annualized return?
- Over the last 20 years, Federated Hermes Inc. (FHI) compounded at about +7.4% a year (+318.1% cumulative).
- What is Federated Hermes Inc.'s return since inception?
- Since 1998, Federated Hermes Inc. (FHI) has compounded at about +9.0% a year — +1063.8% in total.