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Federated Strategic Value Dividend Instl (SVAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.55+0.03 (+0.54%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.61%
5-year average return5.83%
Number of years up13
Number of years down5
Best 1-yr total return (17 Jun 2024)21.93%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return21.93%
Worst 3-yr total return0.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVAIXCategory
YTD5.03%4.44%
1-month3.72%-4.04%
3-month6.04%4.09%
1-year12.90%14.37%
3-year5.96%6.04%
5-year7.17%9.20%
10-year6.24%8.57%
Last bull market15.19%22.97%
Last bear market-2.22%-11.27%

Annual total return (%) history

Year
SVAIXCategory
2024
N/AN/A
2023
-1.81%11.63%
2022
8.48%-5.90%
2021
21.52%26.22%
2020
-7.87%2.91%
2019
19.60%25.04%
2018
-8.21%-8.53%
2017
15.14%15.94%
2016
10.39%14.81%
2015
3.87%-4.05%
2014
11.54%10.21%
2013
21.93%31.21%
2012
6.92%14.57%
2011
14.96%-0.75%
2010
11.18%13.66%
2009
11.88%24.13%
2008
-28.46%-37.09%
2007
-3.17%1.42%
2006
30.25%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.70%N/AN/AN/A
2023-2.40%-2.94%-4.58%8.62%
20227.25%-2.22%-9.91%14.83%
20218.88%4.69%-0.92%7.60%
2020-23.75%8.57%1.22%9.94%
201911.25%-0.68%3.19%4.89%
2018-6.54%2.43%2.14%-6.13%
20175.33%3.13%2.73%3.18%
20167.97%6.77%-2.92%-1.37%
20150.31%-0.59%-1.54%5.79%
20143.90%8.57%-2.69%1.61%
20139.42%1.52%2.84%6.73%
20121.15%4.02%3.37%-1.69%
20115.02%3.80%-3.72%9.52%
20100.67%-6.67%13.38%4.37%
2009-15.10%9.73%10.42%8.76%
2008-7.64%-9.46%-0.70%-13.84%
20072.35%0.97%-1.60%-4.78%
20067.67%1.18%9.92%8.77%
20055.05%2.11%-0.13%N/A

Rank in category (by total return)

YTD85
1-month21
3-month12
1-year96
3-year57
5-year96

Load adjusted returns

1-year12.90%
3-year5.96%
5-year7.17%
10-year6.24%