Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSFSX (FEDERATED CLOVER SMALL VALUE FUND CLASS R6 SHARES) | 14.83% | 29.52% | 15.24% | 6.85% | 9.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSFSX (FEDERATED CLOVER SMALL VALUE FUND CLASS R6 SHARES) | 03/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 29.52 | 15.24 | 6.85 | 9.68 | NA | NA | … | … | 14.83 | 5.11 | 9.91 | 10.77 | -8.55 | 30.58 | 9.47 | 20.05 | -18.15 | 12.41 | 23.58 |
| Sharpe Ratio | NA | 1.52 | 0.61 | 0.21 | 0.35 | NA | NA | … | … | 1.94 | 0.10 | 0.34 | 0.38 | -0.42 | 1.37 | 0.20 | 1.25 | -1.19 | 0.99 | 2.06 |
| Standard Deviation(%) | NA | 17.48 | 19.76 | 20.77 | 23.00 | NA | NA | … | … | 17.92 | 22.54 | 18.63 | 18.89 | 24.08 | 22.34 | 45.83 | 14.90 | 16.46 | 11.87 | 15.41 |
| Draw Down(%) | NA | 9.71 | 25.67 | 25.67 | 48.30 | NA | NA | … | … | 9.71 | 22.00 | 9.41 | 17.39 | 18.88 | 10.91 | 45.38 | 11.20 | 26.80 | 6.05 | 8.96 |
| Yield(%) | 0.00 | 4.11 | 6.61 | 6.18 | 7.76 | 5.49 | 4.11 | … | … | 0.00 | 3.92 | 11.00 | 3.47 | 7.81 | 10.88 | 0.41 | 0.33 | 16.29 | 16.10 | 3.12 |
Data as of 06/04/2026, Common starting date is 03/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFSX (FEDERATED CLOVER SMALL VALUE FUND CLASS R6 SHARES) |
-11.06%
Mar 2017 – Mar 2020 |
3.94%
May 2018 – May 2023 |
9.72%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSFSX (FEDERATED CLOVER SMALL VALUE FUND CLASS R6 SHARES) |
26.74%
Mar 2020 – Mar 2023 |
18.34%
Mar 2020 – Mar 2025 |
9.73%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart