Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSFCX (FEDERATED CLOVER SMALL VALUE FUND CLASS C SHARES) | 14.26% | 28.09% | 13.96% | 1.94% | 6.56% | 6.79% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSFCX (FEDERATED CLOVER SMALL VALUE FUND CLASS C SHARES) | 03/17/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 28.09 | 13.96 | 1.94 | 6.56 | 6.79 | NA | … | … | 14.26 | 5.93 | 8.75 | 9.51 | -17.50 | 18.43 | 8.24 | 18.77 | -19.02 | 11.17 | 20.75 | -7.29 | 6.30 | 30.50 | 13.04 | -6.36 | 25.44 | 58.89 |
| Sharpe Ratio | NA | 1.44 | 0.54 | -0.03 | 0.21 | NA | NA | … | … | 1.84 | 0.14 | 0.28 | 0.31 | -0.73 | 0.76 | 0.17 | 1.16 | -1.24 | 0.89 | 1.21 | -0.49 | 0.45 | 2.19 | 0.78 | -0.21 | 1.03 | 2.45 |
| Standard Deviation(%) | NA | 17.55 | 19.75 | 21.62 | 23.39 | NA | NA | … | … | 17.95 | 22.19 | 18.62 | 18.88 | 25.93 | 24.22 | 45.83 | 14.94 | 16.47 | 11.88 | 17.04 | 15.03 | 13.89 | 13.90 | 16.77 | 31.12 | 24.51 | 32.08 |
| Draw Down(%) | NA | 9.82 | 25.97 | 33.83 | 49.17 | NA | NA | … | … | 9.82 | 22.18 | 9.48 | 18.07 | 20.97 | 11.88 | 45.48 | 11.43 | 27.08 | 6.14 | 14.03 | 13.24 | 12.88 | 6.23 | 12.18 | 28.85 | 20.65 | 10.51 |
| Yield(%) | 0.00 | 3.43 | 6.13 | 2.74 | 5.44 | 5.90 | 8.82 | … | … | 0.00 | 3.26 | 11.12 | 2.68 | 0.00 | 0.00 | 0.00 | 0.00 | 16.65 | 15.94 | 2.27 | 1.84 | 11.01 | 5.97 | 5.20 | 1.20 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| VSFCX (FEDERATED CLOVER SMALL VALUE FUND CLASS C SHARES) |
-12.03%
Mar 2017 – Mar 2020 |
-5.22%
Mar 2015 – Mar 2020 |
2.58%
Mar 2010 – Mar 2020 |
5.16%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFCX (FEDERATED CLOVER SMALL VALUE FUND CLASS C SHARES) |
19.55%
Sep 2011 – Sep 2014 |
18.92%
Jun 2009 – Jun 2014 |
11.14%
Sep 2011 – Sep 2021 |
8.36%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart