Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSFIX (FEDERATED CLOVER SMALL VALUE FUND INSTITUTIONAL SHARES) | 14.77% | 29.39% | 15.16% | 3.36% | 7.84% | 8.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSFIX (FEDERATED CLOVER SMALL VALUE FUND INSTITUTIONAL SHARES) | 03/16/2009 | 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 (%) | 0.17 | 29.39 | 15.16 | 3.36 | 7.84 | 8.01 | NA | … | … | 14.77 | 7.06 | 9.85 | 10.66 | -15.87 | 20.57 | 9.37 | 19.95 | -18.21 | 12.30 | 21.98 | -6.36 | 7.35 | 31.82 | 14.23 | -5.46 | 26.72 | 68.22 |
| Sharpe Ratio | NA | 1.52 | 0.60 | 0.04 | 0.27 | NA | NA | … | … | 1.93 | 0.19 | 0.33 | 0.37 | -0.68 | 0.86 | 0.20 | 1.24 | -1.19 | 0.98 | 1.28 | -0.42 | 0.53 | 2.28 | 0.85 | -0.18 | 1.08 | 2.84 |
| Standard Deviation(%) | NA | 17.49 | 19.75 | 21.48 | 23.32 | NA | NA | … | … | 17.85 | 22.20 | 18.62 | 18.93 | 25.61 | 23.91 | 45.79 | 14.93 | 16.48 | 11.88 | 17.00 | 15.05 | 13.91 | 13.92 | 16.76 | 31.12 | 24.57 | 32.14 |
| Draw Down(%) | NA | 9.72 | 25.67 | 31.36 | 48.38 | NA | NA | … | … | 9.72 | 22.03 | 9.39 | 17.45 | 19.46 | 11.12 | 45.42 | 11.15 | 26.85 | 6.02 | 13.95 | 13.07 | 12.63 | 6.10 | 12.02 | 28.52 | 20.52 | 10.35 |
| Yield(%) | 0.00 | 4.04 | 6.54 | 3.18 | 5.92 | 6.59 | 10.55 | … | … | 0.00 | 3.86 | 10.94 | 3.41 | 0.38 | 0.70 | 0.35 | 0.83 | 16.18 | 16.01 | 3.10 | 2.28 | 11.41 | 6.82 | 6.03 | 1.57 | 0.32 | 1.60 |
Data as of 06/04/2026, Common starting date is 03/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFIX (FEDERATED CLOVER SMALL VALUE FUND INSTITUTIONAL SHARES) |
-11.14%
Mar 2017 – Mar 2020 |
-4.26%
Mar 2015 – Mar 2020 |
3.62%
Mar 2010 – Mar 2020 |
6.35%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFIX (FEDERATED CLOVER SMALL VALUE FUND INSTITUTIONAL SHARES) |
20.75%
Sep 2011 – Sep 2014 |
20.33%
Jun 2009 – Jun 2014 |
12.26%
Sep 2011 – Sep 2021 |
9.65%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart