Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSFAX (FEDERATED CLOVER SMALL VALUE FUND CLASS A SHARES) | 1.82% | 1.19% | 4.10% | 9.74% | 5.20% | 7.49% | 1.52% | 4.64% |
Data as of 07/23/2025, AR inception is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSFAX (FEDERATED CLOVER SMALL VALUE FUND CLASS A SHARES) | 03/28/1996 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | 1.19 | 4.10 | 9.74 | 5.20 | 7.49 | 1.52 | 4.64 | 1.82 | -0.49 | 8.42 | -16.11 | 20.19 | 9.13 | 19.67 | -18.43 | 12.06 | 21.67 | -6.60 | 7.08 | 31.49 | 13.94 | -5.70 | 26.37 | 26.95 | -30.32 | -30.75 | -17.32 | -13.70 | 20.16 | 45.51 | -20.76 | 27.40 | 0.88 | 19.31 | -0.11 | 5.69 | 20.14 |
| Sharpe Ratio | NA | -0.08 | 0.10 | 0.35 | 0.15 | NA | NA | 0.12 | -0.08 | -0.34 | 0.22 | -0.69 | 0.84 | 0.19 | 1.22 | -1.20 | 0.96 | 1.26 | -0.44 | 0.51 | 2.25 | 0.84 | -0.18 | 1.07 | 0.75 | -0.68 | -0.89 | -0.56 | -0.70 | 1.27 | 2.53 | -0.90 | 1.38 | -0.15 | 1.09 | -0.21 | 0.15 | 2.48 |
| Standard Deviation(%) | NA | 23.25 | 21.49 | 22.80 | 23.36 | NA | NA | 24.18 | 25.60 | 20.96 | 19.05 | 25.61 | 23.97 | 45.82 | 14.92 | 16.47 | 11.90 | 17.04 | 15.05 | 13.91 | 13.97 | 16.76 | 31.10 | 24.57 | 35.79 | 45.50 | 37.84 | 36.74 | 22.74 | 15.13 | 17.69 | 24.27 | 18.49 | 21.77 | 14.71 | 15.99 | 14.69 | 9.57 |
| Draw Down(%) | NA | 25.76 | 25.76 | 31.70 | 48.58 | NA | NA | 77.91 | 22.06 | 17.41 | 17.59 | 19.66 | 11.18 | 45.45 | 11.23 | 26.89 | 6.04 | 13.95 | 13.12 | 12.71 | 6.16 | 12.04 | 28.59 | 20.56 | 33.66 | 45.88 | 38.45 | 30.90 | 18.10 | 10.31 | 18.98 | 38.11 | 22.96 | 25.73 | 14.01 | 32.00 | 23.47 | 11.20 |
| Yield(%) | 0.00 | 9.68 | 3.99 | 3.49 | 5.12 | 6.96 | 2.38 | 4.54 | 0.00 | 10.69 | 1.22 | 0.16 | 0.37 | 0.12 | 0.41 | 15.91 | 15.74 | 2.82 | 2.02 | 11.19 | 6.55 | 5.78 | 1.33 | 0.07 | 1.09 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.26 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.26 |
Data as of 07/23/2025, AR inception is 03/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFAX (FEDERATED CLOVER SMALL VALUE FUND CLASS A SHARES) |
-34.38%
Feb 2006 - Feb 2009 |
-21.29%
Feb 2004 - Feb 2009 |
-4.81%
Feb 1999 - Feb 2009 |
-2.35%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFAX (FEDERATED CLOVER SMALL VALUE FUND CLASS A SHARES) |
29.07%
Feb 2009 - Feb 2012 |
24.84%
Feb 2009 - Feb 2014 |
14.13%
Feb 2009 - Feb 2019 |
10.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart