Nasdaq - Delayed Quote USD

Federated Hermes Strategic Value Div A (SVAAX)

5.46 -0.01 (-0.18%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.44%
5y Average Return 5.40%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 21.48%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 21.48%
Worst 3Y Total Return 0.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SVAAX
Category
YTD
3.67%
17.52%
1-Month
4.71%
-0.87%
3-Month
3.67%
5.51%
1-Year
4.09%
42.88%
3-Year
6.95%
11.93%
5-Year
5.60%
12.07%
10-Year
6.50%
10.95%
Last Bull Market
30.93%
23.18%
Last Bear Market
-2.29%
-17.87%

Annual Total Return (%) History

Year
SVAAX
Category
2024
--
--
2023
-2.07%
--
2022
8.09%
--
2021
21.36%
--
2020
-8.15%
2.91%
2019
19.42%
25.04%
2018
-8.49%
-8.53%
2017
14.73%
15.94%

2016
10.35%
14.81%
2015
3.45%
-4.05%
2014
11.30%
10.21%
2013
21.48%
31.21%
2012
6.90%
14.57%
2011
14.48%
-0.75%
2010
10.95%
13.66%
2009
11.64%
24.13%
2008
-28.54%
-37.09%
2007
-3.58%
1.42%
2006
29.74%
18.15%
2005
--
5.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.67% -- -- --
2023 -2.47% -3.02% -4.67% 8.62%
2022 7.05% -2.29% -10.03% 14.87%
2021 8.87% 4.47% -0.99% 7.77%
2020 -23.75% 8.31% 1.16% 9.94%
2019 11.25% -0.74% 3.14% 4.85%
2018 -6.63% 2.38% 2.08% -6.22%
2017 5.11% 3.08% 2.68% 3.13%
2016 7.95% 6.74% -3.00% -1.27%
2015 0.25% -0.65% -1.61% 5.56%

2014 3.85% 8.54% -2.76% 1.55%
2013 9.18% 1.46% 2.79% 6.69%
2012 1.09% 3.98% 3.52% -1.76%
2011 4.73% 3.76% -3.57% 9.26%
2010 0.61% -6.99% 13.38% 4.58%
2009 -14.93% 9.35% 10.38% 8.72%
2008 -7.55% -9.54% -0.76% -13.90%
2007 2.13% 1.06% -1.67% -5.00%
2006 7.42% 1.11% 9.88% 8.71%
2005 5.02% 2.06% 0.01% --

Rank in Category (By Total Return)

YTD 99
1-Month 61
3-Month 99
1-Year 100
3-Year 83
5-Year 98

Load Adjusted Returns

1-Year -1.63%
3-Year 4.95%
5-Year 4.41%
10-Year 5.90%

Performance & Risk

YTD Return 1.44%
5y Average Return 5.40%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.60
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Federated
Net Assets 8.04B
YTD Return 3.67%
Yield 4.00%
Morningstar Rating
Inception Date Mar 30, 2005

Fund Summary

The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. The Adviser’s security selection process involves prioritizing stocks based on attractive combinations of dividend yield and dividend growth potential over time following review of appropriate fundamental criteria, including, but not limited to, balance sheet strength, earnings growth, and cash flow durability. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.

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