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VFCAX: FEDERATED CLOVER VALUE FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/2009 |
| Last Dividend Date: | 12/06/2017 |
| 12-Mo. Yield | 16.57% |
| Expenses | 1.20% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/17/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 2.5 | 3.1 | 13.3 | 16.9 | 10.0 | -9.1 | 7.4 | 32.8 | 14.5 | 1.7 | 10.9 | 38.1 |
| Sharpe Ratio | NA | 1.79 | 0.38 | 0.79 | 0.76 | 2.04 | 0.63 | -0.58 | 0.57 | 2.54 | 1.04 | 0.06 | 0.55 | 2.0 |
| Draw Down(%) | NA | 3.6 | 26.3 | 26.3 | 26.3 | 3.6 | 15.2 | 18.1 | 13.0 | 7.1 | 12.4 | 22.8 | 19.7 | 8.2 |
| Standard Deviation(%) | NA | 8.5 | 13.8 | 13.4 | 17.2 | 8.5 | 15.5 | 15.7 | 12.9 | 12.9 | 14.1 | 25.2 | 19.7 | 24.9 |
| Treynor Ratio | NA | 0.14 | 0.05 | 0.1 | 0.13 | 0.16 | 0.09 | -0.09 | 0.07 | 0.3 | 0.14 | 0.02 | 0.1 | 0.54 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | 0.0 | -0.03 | -0.03 | -0.03 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 |
| Beta | NA | 1.08 | 1.04 | 1.07 | 1.03 | 1.09 | 1.11 | 0.98 | 1.11 | 1.11 | 1.07 | 1.04 | 1.06 | 0.93 |
| RSquared | NA | 0.83 | 0.9 | 0.9 | 0.94 | 0.83 | 0.9 | 0.93 | 0.88 | 0.92 | 0.93 | 0.98 | 0.98 | 0.97 |
| Yield(%) | N/A | 16.6 | 6.3 | 5.6 | N/A | 16.5 | 1.4 | 0.8 | 1.1 | 0.6 | 1.0 | 0.7 | 0.8 | 0.8 |
| Dividend Growth(%) | N/A | 941.6 | 974.3 | N/A | N/A | 1250.4 | 50.5 | -22.8 | 125.2 | -29.6 | 39.4 | 6.9 | 34.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/2009
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View Historical Data in an advanced chart |
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See LARGE VALUE Asset Class Trend Rankings |
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