Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVFIX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) | 5.60% | 15.75% | 13.94% | 9.10% | 6.55% | 5.22% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVFIX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL 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 (%) | -2.46 | 15.75 | 13.94 | 9.10 | 6.55 | 5.22 | NA | … | … | 5.60 | 32.24 | 1.89 | 11.08 | -2.51 | 11.63 | -1.66 | 20.14 | -11.97 | 12.37 | 0.41 | -7.59 | -2.85 | 12.79 | 13.02 | 2.96 | 3.04 | 24.21 | -37.35 |
| Sharpe Ratio | NA | 1.42 | 1.00 | 0.56 | 0.35 | NA | NA | … | … | 1.20 | 2.51 | -0.17 | 0.67 | -0.23 | 1.18 | -0.06 | 2.17 | -1.21 | 1.55 | 0.01 | -0.50 | -0.27 | 1.16 | 1.07 | 0.13 | 0.15 | 1.06 | -1.19 |
| Standard Deviation(%) | NA | 11.00 | 11.42 | 12.49 | 14.59 | NA | NA | … | … | 13.81 | 11.74 | 9.95 | 11.21 | 16.93 | 9.81 | 30.17 | 8.59 | 11.04 | 7.58 | 15.42 | 15.13 | 10.53 | 10.96 | 12.28 | 22.87 | 19.69 | 22.72 | 47.33 |
| Draw Down(%) | NA | 8.27 | 10.62 | 21.26 | 33.45 | NA | NA | … | … | 8.27 | 8.47 | 10.49 | 11.35 | 21.26 | 7.02 | 33.45 | 5.33 | 15.89 | 3.92 | 11.00 | 14.47 | 15.16 | 11.11 | 10.43 | 18.54 | 17.80 | 22.96 | 46.14 |
| Yield(%) | 0.00 | 4.35 | 4.59 | 4.23 | 4.03 | 3.84 | 2.66 | … | … | 2.15 | 4.68 | 4.32 | 4.31 | 3.76 | 3.99 | 3.50 | 4.59 | 4.17 | 4.58 | 2.82 | 3.56 | 5.05 | 3.84 | 3.81 | 4.11 | 4.26 | 3.49 | 1.62 |
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 |
|---|---|---|---|---|
| IVFIX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) |
-3.76%
Mar 2017 – Mar 2020 |
-2.88%
May 2014 – May 2019 |
1.33%
Aug 2008 – Aug 2018 |
2.60%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVFIX (FEDERATED INTERNATIONAL STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) |
18.27%
Feb 2023 – Feb 2026 |
15.16%
Feb 2009 – Feb 2014 |
8.33%
Feb 2016 – Feb 2026 |
6.26%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart