Nasdaq - Delayed Quote USD
Federated Hermes Equity Funds - Federated Hermes Global Strategic Value Dividend Fund (GVDLX)
5.12
0.00
(0.00%)
At close: January 22 at 8:00:21 PM EST
Performance Overview
| Morningstar Return Rating | 1 |
| YTD Return | 6.02% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 4, 2019) | 23.96% |
| Worst 1Y Total Return (Feb 4, 2019) | -10.40% |
| Best 3Y Total Return | 23.96% |
| Worst 3Y Total Return | 1.60% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GVDLX
Category
- YTD
- 1.82%
- 4.69%
- 1-Month
- 3.83%
- 2.16%
- 3-Month
- 9.81%
- 4.69%
- 1-Year
- -4.54%
- 57.22%
- 3-Year
- 1.72%
- 11.58%
- 5-Year
- 0.00%
- 12.57%
- 10-Year
- 0.00%
- 9.03%
- Last Bull Market
- 0.00%
- 18.98%
- Last Bear Market
- 0.00%
- -19.69%
Annual Total Return (%) History
Year
GVDLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -24.76% | 10.98% | 3.75% | 9.00% |
| 2019 | 10.54% | 1.40% | 3.65% | 6.69% |
| 2018 | -7.02% | 1.38% | 2.53% | -7.30% |
| 2017 | 2.85% | 3.04% | 3.23% | -- |
Rank in Category (By Total Return)
| YTD | 97 |
| 1-Month | 99 |
| 3-Month | 91 |
| 1-Year | 97 |
| 3-Year | 93 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -5.57% |
| 3-Year | 1.60% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 6.02% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large Stock |
| Fund Family | Federated |
| Net Assets | 1.98M |
| YTD Return | 1.82% |
| Yield | 3.68% |
| Morningstar Rating | |
| Inception Date | Jan 30, 2017 |
Fund Summary
The investment seeks to provide income and long-term capital appreciation. The fund invests primarily in equity securities of U.S. and foreign companies consisting principally of high dividend-paying common stocks with dividend growth potential. It will typically invest at least 30% of its assets outside the United States. Normally, the fund will invest primarily in companies based in developed countries, although to a lesser extent the fund may also invest in companies based in emerging markets. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in dividend-paying securities.
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