# Federated Hermes Global Allocation IS (SBFIX)

> Source: Nexqual · https://nexqual.com/SBFIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Federated Hermes Global Allocation IS (SBFIX), nexqual.com/SBFIX" · informational, not investment advice.

**Price:** USD 23.5 (-0.17% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 23.54 · day 23.5–23.5 · 52w 21.49–24.32 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +9.3% vs S&P 500 +13.4%; 5Y +30.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +9.3% | +30.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +9.3% | +5.5% |
| Volatility (annualized) | 9.8% | 10.4% |
| Max drawdown | -7.2% (Feb 2026→Mar 2026) | -21.7% (Nov 2021→Oct 2022) |

## Peers
FMSTX (Federated Hermes MDT Large Cap ) USD 42.18 -0.00% · KLCIX (Federated Hermes Kaufmann Large) USD 18.74 +0.00% · FMCRX (Federated Hermes Mid-Cap Index ) USD 16.38 +0.00% · QIBGX (Federated Hermes MDT Balanced F) USD 23.85 -0.00% · FISPX (Federated Hermes Max-Cap Index ) USD 9.54 +0.00%

## More
Full page: https://nexqual.com/SBFIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt