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Federated Global Strategic Value DivInst (GVDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.110.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return6.02%
5-year average return0.00%
Number of years up1
Number of years down2
Best 1-yr total return (3 Feb 2019)24.17%
Worst 1-yr total return (3 Feb 2019)-10.41%
Best 3-yr total return24.17%
Worst 3-yr total return1.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGVDIXCategory
YTD1.62%4.69%
1-month3.41%2.16%
3-month9.36%4.69%
1-year-4.91%57.22%
3-year1.64%11.58%
5-year0.00%12.57%
10-year0.00%9.03%
Last bull market0.00%18.98%
Last bear market0.00%-19.69%

Annual total return (%) history

Year
GVDIXCategory
2020
-5.76%17.67%
2019
24.17%25.68%
2018
-10.41%-9.64%
2017
N/A23.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.90%11.22%3.74%8.76%
201910.76%1.20%3.85%6.68%
2018-7.02%1.38%2.73%-7.48%
20172.85%3.04%3.23%N/A

Rank in category (by total return)

YTD97
1-month100
3-month92
1-year97
3-year93
5-yearN/A

Load adjusted returns

1-year-5.76%
3-year1.59%
5-yearN/A
10-yearN/A