FHI vs BTE
Comparison between Federated Hermes Inc - Class B (FHI, Company) and Baytex Energy Corp (BTE, Company).
FHI is from the Financial Services sector, while BTE is from the Energy sector.
5-Year PerformanceBTE has outperformed FHI, delivering a return of +31.5% compared to +15.7%
FHI vs BTE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FHI vs BTE - Historical Returns
Returns include dividend reinvestment.
FHI vs BTE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FHI | BTE |
|---|---|---|
| 2026 | +6.06% | +56.68% |
| 2025 | +31.26% | +25.30% |
| 2024 | +29.78% | -19.83% |
| 2023 | -6.26% | -19.67% |
| 2022 | -1.47% | +41.38% |
| 2021 | +38.67% | +442.11% |
| 2020 | -4.63% | -63.03% |
| 2019 | +28.61% | -19.44% |
| 2018 | -22.29% | -43.23% |
| 2017 | +30.30% | -40.59% |
| 2016 | +7.86% | +49.24% |
| 2015 | -10.40% | -79.47% |
| 2014 | +20.62% | -53.69% |
| 2013 | +41.61% | -4.91% |
| 2012 | +42.12% | -20.47% |
| 2011 | -39.41% | +23.51% |
| 2010 | +2.24% | +74.18% |
| 2009 | +64.08% | +143.61% |
| 2008 | -53.29% | -30.98% |
| 2007 | +23.02% | +20.38% |
| 2006 | -6.84% | +18.84% |
| 2005 | +26.32% | N/A |
| 2004 | +6.97% | N/A |
| 2003 | +14.18% | N/A |
| 2002 | -16.27% | N/A |
| 2001 | +13.76% | N/A |
| 2000 | +129.17% | N/A |
| 1999 | +17.59% | N/A |
FHI vs BTE Drawdown Comparison
The maximum drawdown for FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 342 trading sessions.
The maximum drawdown for BTE was -99.55%, occurring on Mar 27, 2020. This drawdown has not yet recovered.
The current FHI drawdown is -5.35%. The current BTE drawdown is -88.18%.
| Rank | FHI | BTE |
|---|---|---|
| #1 | -64.89% Feb 6, 2020 - Jun 16, 2021 | -99.55% Apr 29, 2011 - Mar 27, 2020 |
| #2 | -59.32% Jan 23, 2008 - Jul 11, 2013 | -73.42% Jul 1, 2008 - Dec 28, 2009 |
| #3 | -37.47% Dec 26, 2017 - Jul 26, 2019 | -31.98% Aug 25, 2006 - Feb 25, 2008 |
| #4 | -32.68% May 15, 2002 - Oct 10, 2005 | -20.29% Apr 5, 2010 - Sep 24, 2010 |
| #5 | -32.31% Jun 5, 2015 - Oct 16, 2017 | -12.96% Jun 5, 2006 - Jul 31, 2006 |
| #6 | -29.62% Apr 18, 2023 - Nov 1, 2024 | -8.53% Mar 13, 2008 - Apr 2, 2008 |
| #7 | -26.94% Jan 7, 2022 - Nov 30, 2022 | -8.51% Jan 19, 2010 - Feb 12, 2010 |
| #8 | -24.16% Feb 23, 2006 - Apr 17, 2007 | -7.49% May 11, 2006 - May 31, 2006 |
| #9 | -22.86% Nov 27, 2000 - May 8, 2001 | -6.97% Apr 21, 2008 - May 5, 2008 |
| #10 | -21.44% Jul 17, 2007 - Oct 3, 2007 | -6.96% Feb 28, 2011 - Mar 21, 2011 |
| #11 | -21.20% May 10, 2001 - Feb 1, 2002 | -6.16% May 21, 2008 - Jun 5, 2008 |
| #12 | -17.68% Jul 27, 2000 - Oct 26, 2000 | -5.23% Mar 24, 2010 - Apr 1, 2010 |
| #13 | -16.56% Dec 5, 2024 - May 8, 2025 | -5.05% Oct 13, 2010 - Nov 4, 2010 |
| #14 | -14.98% Oct 31, 2007 - Jan 11, 2008 | -4.98% Feb 28, 2008 - Mar 12, 2008 |
| #15 | -14.56% Aug 27, 2021 - Nov 3, 2021 | -4.24% Apr 8, 2011 - Apr 28, 2011 |
Correlation
Correlation between FHI and BTE is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2000 - 2026)
FHI vs BTE dividend yield comparison.
| Year | FHI | BTE |
|---|---|---|
| 2026 | 1.31% | 0.31% |
| 2025 | 2.55% | 2.03% |
| 2024 | 5.38% | 2.56% |
| 2023 | 3.38% | 1.02% |
| 2022 | 2.97% | 0.00% |
| 2021 | 2.87% | 0.00% |
| 2020 | 7.20% | 0.00% |
| 2019 | 3.31% | 0.00% |
| 2018 | 3.99% | 0.00% |
| 2017 | 2.77% | 0.00% |
| 2016 | 7.07% | 0.00% |
| 2015 | 3.49% | 24.69% |
| 2014 | 3.04% | 15.89% |
| 2013 | 3.40% | 6.74% |
| 2012 | 11.02% | 5.60% |
| 2011 | 6.34% | 4.33% |
| 2010 | 8.48% | 5.02% |
| 2009 | 3.49% | 6.03% |
| 2008 | 21.76% | 22.09% |
| 2007 | 1.97% | 11.30% |
| 2006 | 2.04% | 8.54% |
| 2005 | 1.55% | 0.00% |
| 2004 | 1.36% | 0.00% |
| 2003 | 1.01% | 0.00% |
| 2002 | 0.86% | 0.00% |
| 2001 | 0.55% | 0.00% |
| 2000 | 0.48% | 0.00% |
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