Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVAIX (FEDERATED STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) | 8.13% | 18.71% | 14.77% | 8.78% | 7.12% | 8.83% | 6.90% | … | … |
Data as of 06/03/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVAIX (FEDERATED STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) | 04/07/2005 | 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 (%) | -2.16 | 18.71 | 14.77 | 8.78 | 7.12 | 8.83 | 6.90 | … | … | 8.13 | 15.66 | 14.40 | -1.81 | 2.85 | 21.52 | -7.85 | 19.61 | -8.21 | 12.86 | 10.37 | 3.92 | 11.53 | 21.95 | 6.93 | 14.98 | 10.97 | 11.85 | -28.46 | -7.73 | 30.24 | 5.68 |
| Sharpe Ratio | NA | 1.95 | 1.07 | 0.53 | 0.38 | NA | NA | … | … | 2.40 | 0.99 | 0.99 | -0.44 | 0.08 | 2.04 | -0.24 | 1.99 | -0.82 | 2.02 | 0.88 | 0.28 | 1.22 | 2.29 | 0.77 | 0.93 | 0.81 | 0.64 | -0.87 | -0.72 | 3.12 | 0.59 |
| Standard Deviation(%) | NA | 9.60 | 11.75 | 12.99 | 15.24 | NA | NA | … | … | 9.92 | 13.00 | 10.92 | 12.66 | 17.19 | 10.53 | 33.03 | 9.13 | 11.70 | 6.06 | 11.57 | 13.98 | 9.45 | 9.58 | 8.95 | 15.99 | 13.43 | 18.40 | 33.69 | 15.21 | 8.63 | 9.03 |
| Draw Down(%) | NA | 5.31 | 11.38 | 19.99 | 36.53 | NA | NA | … | … | 5.31 | 11.38 | 6.97 | 15.90 | 16.14 | 4.57 | 36.53 | 5.26 | 13.21 | 4.45 | 10.07 | 8.73 | 6.94 | 6.35 | 6.94 | 11.31 | 10.02 | 25.38 | 37.36 | 15.29 | 4.05 | 6.69 |
| Yield(%) | 0.00 | 7.09 | 6.35 | 5.20 | 5.82 | 7.56 | 5.83 | … | … | 1.57 | 7.29 | 6.09 | 4.03 | 4.08 | 4.37 | 3.80 | 9.61 | 7.25 | 10.74 | 5.52 | 8.32 | 10.29 | 4.50 | 4.15 | 4.21 | 3.75 | 3.88 | 4.88 | 4.53 | 6.12 | 2.11 |
Data as of 06/03/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVAIX (FEDERATED STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) |
-13.38%
May 2007 – May 2010 |
-2.56%
May 2007 – May 2012 |
4.53%
Nov 2006 – Nov 2016 |
4.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVAIX (FEDERATED STRATEGIC VALUE DIVIDEND FUND INSTITUTIONAL SHARES) |
20.26%
Feb 2009 – Feb 2012 |
18.63%
Apr 2009 – Apr 2014 |
12.48%
Feb 2009 – Feb 2019 |
9.82%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart