Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVFCX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND CLASS C SHARES) | 4.29% | 13.47% | 12.45% | 7.81% | 5.48% | 4.17% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVFCX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND CLASS C SHARES) | 06/05/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.70 | 13.47 | 12.45 | 7.81 | 5.48 | 4.17 | NA | … | … | 4.29 | 30.65 | 0.90 | 9.75 | -3.46 | 10.65 | -2.75 | 19.19 | -13.20 | 12.56 | -0.37 | -8.74 | -3.73 | 11.58 | 12.08 | 1.74 | 2.09 | 23.49 | -37.78 |
| Sharpe Ratio | NA | 1.22 | 0.87 | 0.46 | 0.28 | NA | NA | … | … | 0.98 | 2.40 | -0.27 | 0.54 | -0.29 | 1.07 | -0.10 | 2.09 | -1.31 | 1.65 | -0.04 | -0.57 | -0.35 | 1.06 | 1.00 | 0.07 | 0.10 | 1.03 | -1.20 |
| Standard Deviation(%) | NA | 11.07 | 11.45 | 12.46 | 14.50 | NA | NA | … | … | 13.88 | 11.63 | 9.99 | 11.45 | 16.71 | 9.95 | 29.88 | 8.47 | 11.16 | 7.24 | 15.39 | 15.26 | 10.75 | 10.89 | 12.09 | 22.88 | 19.68 | 22.77 | 47.27 |
| Draw Down(%) | NA | 8.20 | 10.75 | 21.70 | 33.60 | NA | NA | … | … | 8.20 | 8.35 | 10.61 | 11.89 | 21.70 | 7.60 | 33.60 | 5.66 | 16.81 | 3.80 | 11.41 | 14.76 | 15.52 | 11.01 | 10.61 | 19.02 | 18.25 | 22.96 | 46.14 |
| Yield(%) | 0.00 | 2.46 | 3.18 | 3.05 | 2.97 | 2.89 | 2.01 | … | … | 0.99 | 3.44 | 3.37 | 3.27 | 2.88 | 2.96 | 2.57 | 3.54 | 3.31 | 3.59 | 2.03 | 2.69 | 4.14 | 2.95 | 2.92 | 3.18 | 3.38 | 2.86 | 1.21 |
Data as of 06/03/2026, Common starting date is 06/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVFCX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND CLASS C SHARES) |
-4.47%
Apr 2014 – Apr 2017 |
-3.63%
May 2014 – May 2019 |
0.44%
Aug 2008 – Aug 2018 |
1.64%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVFCX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND CLASS C SHARES) |
17.11%
Feb 2009 – Feb 2012 |
14.07%
Feb 2009 – Feb 2014 |
7.33%
Feb 2016 – Feb 2026 |
5.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart