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Federated Hermes Intl Strat Val Div A (IVFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.6100+0.0200 (+0.56%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.26%
5-year average return4.69%
Number of years up10
Number of years down5
Best 1-yr total return (2 Jul 2024)24.05%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return24.05%
Worst 3-yr total return-3.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVFAXCategory
YTD-0.57%11.56%
1-month-2.77%-2.20%
3-month-0.59%4.11%
1-year1.73%35.63%
3-year2.83%5.74%
5-year4.89%8.25%
10-year1.41%4.29%
Last bull market10.73%13.65%
Last bear market-6.46%-23.43%

Annual total return (%) history

Year
IVFAXCategory
2024
N/AN/A
2023
10.48%N/A
2022
-2.77%N/A
2021
11.31%N/A
2020
-1.99%0.88%
2019
20.23%17.80%
2018
-12.49%-15.44%
2017
14.35%22.08%
2016
1.02%3.34%
2015
-8.08%-3.10%
2014
-3.06%-6.32%
2013
12.54%20.81%
2012
13.10%16.21%
2011
2.46%-12.77%
2010
2.86%7.48%
2009
24.05%30.33%
2008
N/A-42.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.03%-0.59%N/AN/A
20235.87%2.00%-4.38%6.99%
20223.90%-6.46%-12.83%14.77%
20214.26%4.89%-2.29%4.18%
2020-19.29%8.66%2.75%8.76%
20199.13%1.13%1.85%6.96%
2018-5.20%-1.44%1.19%-7.44%
20177.72%3.96%1.98%0.13%
20164.24%3.52%-0.02%-6.36%
2015-1.70%0.21%-6.70%0.01%
20143.26%6.23%-5.83%-6.15%
20134.85%-4.40%7.90%4.06%
20126.03%-1.96%6.30%2.36%
20118.12%3.14%-13.69%6.46%
2010-2.64%-11.34%16.75%2.06%
2009-11.69%17.77%14.10%4.53%
2008-12.06%-21.11%N/AN/A

Rank in category (by total return)

YTD95
1-month49
3-month65
1-year97
3-year65
5-year75

Load adjusted returns

1-year-3.87%
3-year0.91%
5-year3.71%
10-year0.84%