Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVACX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS C SHARES) | 7.09% | 16.88% | 13.36% | 7.54% | 6.05% | 7.75% | 5.84% | … | … |
Data as of 06/03/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVACX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS C 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 (%) | -2.31 | 16.88 | 13.36 | 7.54 | 6.05 | 7.75 | 5.84 | … | … | 7.09 | 14.32 | 13.22 | -2.62 | 1.65 | 20.39 | -8.81 | 18.53 | -9.52 | 12.73 | 9.48 | 2.72 | 10.46 | 20.82 | 5.92 | 13.61 | 10.24 | 10.55 | -29.09 | -8.65 | 28.72 | 4.74 |
| Sharpe Ratio | NA | 1.75 | 0.95 | 0.43 | 0.31 | NA | NA | … | … | 2.06 | 0.89 | 0.89 | -0.50 | 0.01 | 1.89 | -0.27 | 1.85 | -0.93 | 2.09 | 0.80 | 0.19 | 1.09 | 2.14 | 0.66 | 0.84 | 0.76 | 0.56 | -0.89 | -0.78 | 2.95 | 0.46 |
| Standard Deviation(%) | NA | 9.64 | 11.69 | 12.98 | 15.22 | NA | NA | … | … | 10.15 | 12.90 | 10.77 | 12.59 | 17.26 | 10.80 | 32.91 | 9.20 | 11.75 | 5.80 | 11.55 | 13.87 | 9.58 | 9.69 | 8.93 | 16.08 | 13.39 | 18.69 | 33.66 | 15.27 | 8.62 | 9.20 |
| Draw Down(%) | NA | 5.47 | 11.36 | 21.15 | 36.47 | NA | NA | … | … | 5.47 | 11.36 | 6.99 | 16.61 | 16.34 | 4.67 | 36.47 | 5.45 | 14.33 | 3.58 | 10.51 | 8.79 | 7.10 | 6.61 | 7.03 | 11.31 | 10.05 | 25.75 | 37.82 | 15.72 | 4.40 | 7.17 |
| Yield(%) | 0.00 | 5.44 | 4.97 | 4.02 | 4.79 | 6.27 | 4.80 | … | … | 0.59 | 6.17 | 4.98 | 3.13 | 3.07 | 3.27 | 2.95 | 8.59 | 5.96 | 9.72 | 4.44 | 7.35 | 9.27 | 3.44 | 3.17 | 3.17 | 2.86 | 3.01 | 4.12 | 3.54 | 5.06 | 1.18 |
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 |
|---|---|---|---|---|
| SVACX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS C SHARES) |
-14.23%
May 2007 – May 2010 |
-3.47%
May 2007 – May 2012 |
3.52%
Nov 2006 – Nov 2016 |
3.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVACX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS C SHARES) |
19.06%
Feb 2009 – Feb 2012 |
17.47%
Apr 2009 – Apr 2014 |
11.43%
Feb 2009 – Feb 2019 |
8.77%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart