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Federated Hermes Strategic Value Div A (SVAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.51+0.01 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.55%
5-year average return5.73%
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)21.48%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return21.48%
Worst 3-yr total return0.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVAAXCategory
YTD4.96%4.44%
1-month3.72%-4.04%
3-month6.02%4.09%
1-year12.72%14.37%
3-year5.68%6.04%
5-year6.91%9.20%
10-year5.97%8.57%
Last bull market14.96%22.97%
Last bear market-2.29%-11.27%

Annual total return (%) history

Year
SVAAXCategory
2024
N/AN/A
2023
-2.07%11.63%
2022
8.09%-5.90%
2021
21.36%26.22%
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
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.67%N/AN/AN/A
2023-2.47%-3.02%-4.67%8.62%
20227.05%-2.29%-10.03%14.87%
20218.87%4.47%-0.99%7.77%
2020-23.75%8.31%1.16%9.94%
201911.25%-0.74%3.14%4.85%
2018-6.63%2.38%2.08%-6.22%
20175.11%3.08%2.68%3.13%
20167.95%6.74%-3.00%-1.27%
20150.25%-0.65%-1.61%5.56%
20143.85%8.54%-2.76%1.55%
20139.18%1.46%2.79%6.69%
20121.09%3.98%3.52%-1.76%
20114.73%3.76%-3.57%9.26%
20100.61%-6.99%13.38%4.58%
2009-14.93%9.35%10.38%8.72%
2008-7.55%-9.54%-0.76%-13.90%
20072.13%1.06%-1.67%-5.00%
20067.42%1.11%9.88%8.71%
20055.02%2.06%0.01%N/A

Rank in category (by total return)

YTD86
1-month21
3-month13
1-year97
3-year64
5-year97

Load adjusted returns

1-year6.52%
3-year3.70%
5-year5.71%
10-year5.37%