Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVALX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS R6 SHARES) | 7.55% | 18.27% | 14.64% | 9.88% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVALX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS R6 SHARES) | 07/06/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 18.27 | 14.64 | 9.88 | NA | NA | NA | … | … | 7.55 | 15.66 | 14.63 | -1.80 | 8.49 | 21.57 | -7.99 | 19.86 | -8.39 | 15.17 | -4.56 |
| Sharpe Ratio | NA | 1.92 | 1.06 | 0.62 | NA | NA | NA | … | … | 2.20 | 1.00 | 1.01 | -0.43 | 0.44 | 2.01 | -0.25 | 2.04 | -0.84 | 2.54 | -0.93 |
| Standard Deviation(%) | NA | 9.54 | 11.70 | 12.73 | NA | NA | NA | … | … | 10.10 | 12.81 | 10.91 | 12.67 | 16.24 | 10.72 | 32.94 | 9.02 | 11.67 | 5.75 | 10.02 |
| Draw Down(%) | NA | 5.44 | 11.22 | 16.01 | NA | NA | NA | … | … | 5.44 | 11.22 | 6.96 | 15.88 | 16.01 | 4.57 | 36.52 | 5.26 | 13.38 | 3.48 | 9.03 |
| Yield(%) | 0.00 | 6.49 | 6.13 | 6.22 | 6.02 | 4.01 | 3.01 | … | … | 0.98 | 7.29 | 6.13 | 4.05 | 9.53 | 4.41 | 3.82 | 9.65 | 7.07 | 10.78 | 3.32 |
Data as of 06/03/2026, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVALX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS R6 SHARES) |
-2.96%
Mar 2017 – Mar 2020 |
3.64%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVALX (FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS R6 SHARES) |
15.89%
Mar 2020 – Mar 2023 |
13.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart