Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VFCBX (FEDERATED CLOVER VALUE FUND CLASS B SHARES) | NA | 15.20% | 4.84% | 10.12% | NA | NA | NA | … | … |
Data as of 12/08/2017, Common starting date is 03/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFCBX (FEDERATED CLOVER VALUE FUND CLASS B SHARES) | 03/17/2009 | 12/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 15.20 | 4.84 | 10.12 | NA | NA | NA | … | … | 16.38 | 9.34 | -9.74 | 6.59 | 31.82 | 13.65 | 0.88 | 10.06 | 37.42 |
| Sharpe Ratio | NA | 1.73 | 0.33 | 0.74 | NA | NA | NA | … | … | 1.99 | 0.59 | -0.62 | 0.51 | 2.47 | 0.97 | 0.03 | 0.51 | 1.96 |
| Standard Deviation(%) | NA | 8.45 | 13.82 | 13.39 | NA | NA | NA | … | … | 8.51 | 15.45 | 15.72 | 12.91 | 12.89 | 14.09 | 25.20 | 19.69 | 24.88 |
| Draw Down(%) | NA | 3.62 | 26.72 | 26.72 | NA | NA | NA | … | … | 3.62 | 15.23 | 18.31 | 13.20 | 7.24 | 12.52 | 23.01 | 19.89 | 8.21 |
| Yield(%) | 13.98 | 16.29 | 5.85 | 4.96 | 4.34 | 2.89 | 2.17 | … | … | 16.25 | 1.05 | 0.19 | 0.45 | 0.01 | 0.23 | 0.12 | 0.10 | 0.34 |
Data as of 12/08/2017, Common starting date is 03/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFCBX (FEDERATED CLOVER VALUE FUND CLASS B SHARES) |
0.66%
Jun 2014 – Jun 2017 |
4.60%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFCBX (FEDERATED CLOVER VALUE FUND CLASS B SHARES) |
21.50%
Sep 2011 – Sep 2014 |
17.12%
Jun 2009 – Jun 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart