Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSFRX (FEDERATED CLOVER SMALL VALUE FUND CLASS R SHARES) | 14.59% | 28.96% | 14.76% | 2.91% | 7.47% | 7.60% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSFRX (FEDERATED CLOVER SMALL VALUE FUND CLASS R SHARES) | 12/29/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 28.96 | 14.76 | 2.91 | 7.47 | 7.60 | NA | … | … | 14.59 | 6.70 | 9.46 | 10.33 | -16.38 | 19.96 | 9.09 | 19.68 | -18.45 | 12.00 | 21.63 | -6.70 | 6.89 | 31.23 | 13.64 | -5.86 | -0.85 |
| Sharpe Ratio | NA | 1.49 | 0.58 | 0.02 | 0.25 | NA | NA | … | … | 1.89 | 0.17 | 0.31 | 0.36 | -0.70 | 0.83 | 0.19 | 1.22 | -1.21 | 0.96 | 1.26 | -0.45 | 0.49 | 2.24 | 0.82 | -0.19 | -11.98 |
| Standard Deviation(%) | NA | 17.53 | 19.75 | 21.51 | 23.33 | NA | NA | … | … | 17.95 | 22.19 | 18.61 | 18.87 | 25.71 | 23.99 | 45.77 | 14.94 | 16.47 | 11.92 | 17.03 | 15.05 | 13.91 | 13.95 | 16.76 | 31.13 | 5.51 |
| Draw Down(%) | NA | 9.74 | 25.77 | 32.11 | 48.59 | NA | NA | … | … | 9.74 | 22.07 | 9.44 | 17.67 | 19.94 | 11.34 | 45.42 | 11.31 | 26.89 | 6.05 | 13.99 | 13.13 | 12.78 | 6.18 | 12.09 | 28.67 | 0.85 |
| Yield(%) | 0.00 | 3.82 | 6.35 | 2.97 | 5.71 | 6.28 | 4.68 | … | … | 0.00 | 3.64 | 10.88 | 3.16 | 0.08 | 0.35 | 0.13 | 0.43 | 16.22 | 16.00 | 2.86 | 1.97 | 11.16 | 6.58 | 5.98 | 1.46 | 0.06 |
Data as of 06/04/2026, Common starting date is 12/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFRX (FEDERATED CLOVER SMALL VALUE FUND CLASS R SHARES) |
-11.39%
Mar 2017 – Mar 2020 |
-4.55%
Mar 2015 – Mar 2020 |
3.69%
Oct 2013 – Oct 2023 |
6.21%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFRX (FEDERATED CLOVER SMALL VALUE FUND CLASS R SHARES) |
20.19%
Sep 2011 – Sep 2014 |
14.04%
Mar 2020 – Mar 2025 |
11.88%
Sep 2011 – Sep 2021 |
7.12%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart