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FMN vs IBID

Comparison between Federated Hermes Premier Municipal Income Fund (FMN, ETF) and ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID, ETF).

FMN vs IBID - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FMN
$97M
IBID
$97M
Expense Ratio
FMN
N/A
IBID
0.10%
Max Drawdown
FMN
53.35%
Winner
IBID
2.23%
Sharpe Ratio
Winner
FMN
0.96
IBID
0.83
5Y Beta
FMN
0.14
Winner
IBID
-0.02
5Y Dividends CAGR
FMN
-1.83%
IBID
N/A

FMN vs IBID - Historical Returns

Returns include dividend reinvestment.

1M
FMN
+0.45%
Winner
IBID
+0.50%
3M
FMN
+0.28%
Winner
IBID
+1.72%
6M
Winner
FMN
+2.69%
IBID
+2.49%
1Y
Winner
FMN
+10.94%
IBID
+4.83%
5Y(CAGR)
FMN
-1.93%
IBID
N/A
10Y(CAGR)
FMN
+0.86%
IBID
N/A
Max(CAGR)
FMN
+4.53%
Winner
IBID
+5.72%

FMN vs IBID - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearFMNIBID
2026+2.55%+2.48%
2025+5.99%+5.68%
2024+2.75%+4.84%
2023+8.90%+2.61%
2022-26.45%N/A
2021+5.35%N/A
2020+9.98%N/A
2019+16.36%N/A
2018-8.66%N/A
2017+5.78%N/A
2016-0.95%N/A
2015+8.93%N/A
2014+16.63%N/A
2013-14.07%N/A
2012+12.58%N/A
2011+21.89%N/A
2010-3.72%N/A
2009+71.67%N/A
2008-27.59%N/A
2007-8.55%N/A
2006+10.98%N/A
2005+9.47%N/A
2004+6.40%N/A
2003+0.62%N/A
2002+0.00%N/A

FMN vs IBID Drawdown Comparison

The maximum drawdown for FMN was -49.02%, occurring on Oct 10, 2008. Recovery took 558 trading sessions.

The maximum drawdown for IBID was -1.28%, occurring on Oct 3, 2023. Recovery took 32 trading sessions.

The current FMN drawdown is -18.40%.

RankFMNIBID
#1-49.02%
May 14, 2007 - Jul 30, 2009
-1.28%
Sep 18, 2023 - Nov 1, 2023
#2-40.60%
Sep 21, 2021 - Oct 30, 2023
-1.00%
Jan 12, 2024 - Mar 22, 2024
#3-31.87%
Mar 6, 2020 - Aug 12, 2020
-0.99%
Apr 30, 2025 - Jul 11, 2025
#4-24.86%
Oct 1, 2012 - May 28, 2015
-0.92%
Sep 24, 2024 - Jan 15, 2025
#5-21.45%
Sep 13, 2010 - Oct 21, 2011
-0.74%
Apr 3, 2025 - Apr 25, 2025
#6-17.99%
Aug 1, 2016 - Sep 30, 2019
-0.64%
Mar 22, 2024 - May 3, 2024
#7-16.66%
Oct 6, 2009 - Aug 5, 2010
-0.64%
Nov 3, 2023 - Nov 14, 2023
#8-13.73%
Sep 8, 2005 - Aug 21, 2006
-0.47%
Dec 1, 2023 - Dec 13, 2023
#9-13.42%
Mar 26, 2004 - Sep 7, 2004
-0.47%
Dec 27, 2023 - Jan 12, 2024
#10-8.91%
Mar 9, 2012 - Mar 30, 2012
-0.38%
Jun 6, 2024 - Jun 18, 2024
#11-8.89%
Dec 27, 2002 - Apr 25, 2003
-0.36%
Oct 22, 2025 - Dec 29, 2025
#12-8.35%
Jun 24, 2003 - Jan 9, 2004
-0.36%
Mar 20, 2026 - Mar 31, 2026
#13-6.91%
Aug 13, 2020 - Dec 30, 2020
-0.33%
Aug 5, 2024 - Aug 21, 2024
#14-6.63%
May 28, 2015 - Oct 16, 2015
-0.32%
Nov 14, 2023 - Nov 20, 2023
#15-5.72%
Feb 10, 2012 - Mar 9, 2012
-0.31%
Jul 18, 2024 - Jul 29, 2024

Correlation

Correlation between FMN and IBID is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2003 - 2026)

FMN vs IBID dividend yield comparison.

YearFMNIBID
20262.01%0.29%
20254.64%4.43%
20244.06%4.24%
20234.03%0.81%
20225.30%0.00%
20214.31%0.00%
20204.16%0.00%
20194.40%0.00%
20185.57%0.00%
20175.21%0.00%
20166.07%0.00%
20155.92%0.00%
20146.19%0.00%
20136.86%0.00%
20126.18%0.00%
20116.71%0.00%
20107.86%0.00%
20096.95%0.00%
20088.85%0.00%
20076.04%0.00%
20065.63%0.00%
20056.61%0.00%
20047.14%0.00%
20036.51%0.00%

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