Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IVFAX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND CLASS A SHARES) | 20.27% | 18.64% | 11.53% | 9.56% | 4.61% | 5.51% | NA | 2.80% |
Data as of 07/18/2025, AR inception is 06/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVFAX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND CLASS A SHARES) | 06/05/2008 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 18.64 | 11.53 | 9.56 | 4.61 | 5.51 | NA | 2.80 | 20.27 | 1.96 | 10.52 | -2.75 | 11.30 | -1.97 | 20.24 | -12.46 | 13.20 | 0.50 | -8.07 | -3.09 | 12.55 | 13.16 | 2.45 | 2.84 | 24.07 | -37.35 |
| Sharpe Ratio | NA | 1.27 | 0.64 | 0.59 | 0.21 | NA | NA | 0.11 | 2.71 | -0.17 | 0.60 | -0.25 | 1.15 | -0.07 | 2.19 | -1.25 | 1.72 | 0.02 | -0.53 | -0.29 | 1.16 | 1.08 | 0.11 | 0.14 | 1.06 | -1.19 |
| Standard Deviation(%) | NA | 12.14 | 12.68 | 12.70 | 14.99 | NA | NA | 17.85 | 13.90 | 10.01 | 11.55 | 16.79 | 9.81 | 30.32 | 8.58 | 11.16 | 7.32 | 15.34 | 15.29 | 10.62 | 10.80 | 12.25 | 22.92 | 19.53 | 22.64 | 47.38 |
| Draw Down(%) | NA | 10.59 | 16.02 | 21.43 | 33.29 | NA | NA | 50.16 | 8.50 | 10.59 | 11.68 | 21.43 | 7.20 | 33.29 | 5.55 | 16.35 | 3.70 | 11.31 | 14.51 | 15.23 | 10.92 | 10.48 | 18.83 | 18.12 | 22.96 | 46.14 |
| Yield(%) | 0.00 | 3.82 | 4.18 | 4.28 | 3.44 | 4.21 | 2.35 | 2.77 | 2.49 | 4.12 | 4.06 | 3.52 | 3.68 | 3.21 | 4.32 | 3.94 | 4.29 | 2.63 | 3.33 | 4.79 | 3.63 | 3.66 | 3.89 | 4.07 | 3.37 | 1.62 |
Data as of 07/18/2025, AR inception is 06/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVFAX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND CLASS A SHARES) |
-3.76%
Apr 2014 - Apr 2017 |
-2.91%
May 2014 - May 2019 |
1.25%
Aug 2008 - Aug 2018 |
2.44%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVFAX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND CLASS A SHARES) |
17.95%
Feb 2009 - Feb 2012 |
14.89%
Feb 2009 - Feb 2014 |
6.64%
Feb 2009 - Feb 2019 |
6.07%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart