Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VFCAX (FEDERATED CLOVER VALUE FUND CLASS A SHARES) | NA | 15.76% | 5.46% | 10.83% | NA | NA | NA | … | … |
Data as of 12/08/2017, Common starting date is 03/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFCAX (FEDERATED CLOVER VALUE FUND CLASS A SHARES) | 03/17/2009 | 12/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 15.76 | 5.46 | 10.83 | NA | NA | NA | … | … | 16.89 | 9.96 | -9.07 | 7.36 | 32.78 | 14.52 | 1.66 | 10.92 | 38.11 |
| Sharpe Ratio | NA | 1.79 | 0.38 | 0.79 | NA | NA | NA | … | … | 2.04 | 0.63 | -0.58 | 0.57 | 2.54 | 1.04 | 0.06 | 0.55 | 2.00 |
| Standard Deviation(%) | NA | 8.48 | 13.82 | 13.40 | NA | NA | NA | … | … | 8.54 | 15.46 | 15.71 | 12.93 | 12.89 | 14.07 | 25.16 | 19.70 | 24.92 |
| Draw Down(%) | NA | 3.58 | 26.33 | 26.33 | NA | NA | NA | … | … | 3.58 | 15.16 | 18.12 | 13.01 | 7.15 | 12.41 | 22.75 | 19.66 | 8.20 |
| Yield(%) | 13.72 | 16.57 | 6.31 | 5.65 | 5.28 | 3.52 | 2.64 | … | … | 16.53 | 1.36 | 0.81 | 1.12 | 0.63 | 1.03 | 0.75 | 0.76 | 0.80 |
Data as of 12/08/2017, Common starting date is 03/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFCAX (FEDERATED CLOVER VALUE FUND CLASS A SHARES) |
1.32%
Jun 2014 – Jun 2017 |
5.37%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFCAX (FEDERATED CLOVER VALUE FUND CLASS A SHARES) |
22.42%
Sep 2011 – Sep 2014 |
18.00%
Jun 2009 – Jun 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart