Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVAAX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS A SHARES) | 7.49% | 17.95% | 14.32% | 9.54% | 7.38% | 8.92% | 7.16% | … | … |
Data as of 06/03/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVAAX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS A SHARES) | 04/13/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | 17.95 | 14.32 | 9.54 | 7.38 | 8.92 | 7.16 | … | … | 7.49 | 15.32 | 14.17 | -2.06 | 8.08 | 21.35 | -8.13 | 19.43 | -8.48 | 12.48 | 10.33 | 3.46 | 11.33 | 21.47 | 6.90 | 14.50 | 10.72 | 11.70 | -28.79 | -3.24 | 29.74 | 4.95 |
| Sharpe Ratio | NA | 1.89 | 1.03 | 0.60 | 0.40 | NA | NA | … | … | 2.19 | 0.97 | 0.97 | -0.45 | 0.41 | 2.00 | -0.25 | 1.97 | -0.85 | 1.95 | 0.88 | 0.25 | 1.20 | 2.24 | 0.77 | 0.90 | 0.79 | 0.63 | -0.88 | -0.39 | 3.10 | 0.50 |
| Standard Deviation(%) | NA | 9.53 | 11.71 | 12.73 | 15.08 | NA | NA | … | … | 10.07 | 12.82 | 10.88 | 12.68 | 16.28 | 10.68 | 32.78 | 9.13 | 11.62 | 6.10 | 11.55 | 13.87 | 9.46 | 9.57 | 9.00 | 16.08 | 13.47 | 18.29 | 33.62 | 16.59 | 8.52 | 9.09 |
| Draw Down(%) | NA | 5.49 | 11.33 | 16.16 | 36.46 | NA | NA | … | … | 5.49 | 11.33 | 7.02 | 16.16 | 16.16 | 4.61 | 36.46 | 5.33 | 13.35 | 4.48 | 10.22 | 8.71 | 7.02 | 6.39 | 6.97 | 11.37 | 10.29 | 25.47 | 37.64 | 15.44 | 4.10 | 7.00 |
| Yield(%) | 0.00 | 6.27 | 5.86 | 5.96 | 6.07 | 7.69 | 6.11 | … | … | 0.86 | 7.08 | 5.84 | 3.84 | 9.32 | 4.12 | 3.59 | 9.40 | 7.06 | 10.53 | 5.28 | 8.08 | 10.10 | 4.21 | 3.89 | 3.98 | 3.52 | 3.73 | 4.68 | 8.69 | 5.87 | 1.38 |
Data as of 06/03/2026, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVAAX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS A SHARES) |
-12.18%
May 2007 – May 2010 |
-1.83%
May 2007 – May 2012 |
4.79%
Nov 2006 – Nov 2016 |
4.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVAAX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS A SHARES) |
20.06%
Feb 2009 – Feb 2012 |
18.36%
Apr 2009 – Apr 2014 |
12.21%
Feb 2009 – Feb 2019 |
9.92%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart