FTRB ETF Analysis: Federated Hermes Trust | NYSE

Intermediate Core-Plus Bond | NYSE, USA | Market Cap: 626m USD | 12M Return: -0.8% | US31423L4041 | Charts, Fundamentals & Technical Analysis

Investment Grade Bonds, High Yield Bonds, Emerging Market Debt, International Bonds
Total Rating 42
Safety 67
Buy Signal -0.34
Intermediate Core-Plus Bond
Category Rotation: +6.3
TER: 0.39%
AUM: 626M
Avg Turnover: 5.63M
Risk 3d forecast
Volatility4.64%
VaR 5th Pctl0.83%
VaR vs Median-0.71%
Reward TTM
Sharpe Ratio-1.41
Rel. Str. IBD29.7
Rel. Str. Peer Group60.5
Character TTM
Beta0.080
Beta Downside0.068
Hurst Exponent0.527
Drawdowns 3y
Max DD4.83%
CAGR/Max DD0.59
CAGR/Mean DD2.10

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 2.7 years of data

Jan -0.7% 40
Feb +0.9% 41
Mar -1.8% 36
Apr -0.3% 34
May -1.1% 31
Jun +0.3% 0
Jul -1.0% 35
Aug +0.4% 30
Sep +0.6% -
Oct +0.0% -
Nov -0.0% -
Dec -0.9% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FTRB Federated Hermes Trust
TRB is an actively managed bond ETF that invests primarily in U.S. dollar-denominated, investment-grade fixed-income securities. The fund may also allocate to higher-risk segments of the bond market-including high-yield, non-U.S. dollar denominated, and emerging market debt-when Federated Investment Management Company views their risk-return profile as favorable.

As a Core-Plus Bond ETF, FTRB combines a foundation of higher-quality investment-grade debt with smaller satellite positions in riskier sectors. The prospectus permits up to 25% of total assets in non-investment-grade (junk) debt, reflecting the plus allocation that distinguishes this category from a pure core bond fund. Like other ETFs, shares trade on an exchange, offering intraday liquidity that traditional open-end mutual funds do not provide.

Headlines to Watch Out For
  • Fed rate cut path drives core-plus bond ETF inflows
  • Credit spreads tighten on investment-grade corporate bond demand
  • Rising long-end yields boost duration risk for intermediate bond funds
What is the price of FTRB shares?

As of September 27, 2026, the stock is trading at USD 24.18 with a total of 224,206 shares traded. Over the past week, the price has changed by -1.00%, over one month by -2.54%, over three months by -3.06% and over the past year by -0.81%.

Current recommended Stop Loss: 24.00 (which is 0.7% or 1.8 ATR below the current price).

Is FTRB a buy, sell or hold?

Federated Hermes Trust has no consensus analysts rating.