Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVDIX (FEDERATED GLOBAL STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) | NA | -4.94% | 1.57% | NA | NA | NA | NA | … | … |
Data as of 01/22/2021, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVDIX (FEDERATED GLOBAL STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) | 02/03/2017 | 01/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.94 | 1.57 | NA | NA | NA | NA | … | … | 1.59 | -5.75 | 24.20 | -10.58 | 11.93 |
| Sharpe Ratio | NA | -0.15 | 0.03 | NA | NA | NA | NA | … | … | 4.48 | -0.18 | 2.57 | -1.08 | 2.01 |
| Standard Deviation(%) | NA | 33.54 | 21.03 | NA | NA | NA | NA | … | … | 7.32 | 33.52 | 8.86 | 11.00 | 6.28 |
| Draw Down(%) | NA | 37.19 | 37.19 | NA | NA | NA | NA | … | … | 0.39 | 37.19 | 4.90 | 15.63 | 3.32 |
| Yield(%) | 0.00 | 3.31 | 3.86 | 3.14 | 1.57 | 1.05 | 0.79 | … | … | 0.00 | 3.34 | 4.66 | 4.43 | 2.91 |
Data as of 01/22/2021, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVDIX (FEDERATED GLOBAL STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) |
-3.53%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVDIX (FEDERATED GLOBAL STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) |
1.58%
Nov 2017 – Nov 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart