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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

Risk overview

Morningstar risk rating★
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

Risk statistics

3 years
SVAIXCategory average
5 years
SVAIXCategory average
10 years
SVAIXCategory average
Alpha
-0.84-0.01
-4-0.03
-2.41-0.03
BETA
0.60.01
0.70.01
0.670.01
Mean annual return
0.570.01
0.680.01
0.580.01
R-squared
50.80.78
64.590.83
59.320.84
Standard deviation
14.80.17
15.920.19
13.30.16
Sharpe ratio
0.240
0.370
0.40.01
Treynor ratio
4.490.04
6.980.07
6.950.08