Nasdaq - Delayed Quote USD
Federated Hermes Clover Small Value C (VSFCX)
20.18
-0.38
(-1.85%)
At close: June 13 at 8:04:25 PM EDT
Fund Summary
The fund primarily invests in common stocks and other equity securities of U.S. companies with small market capitalizations. The adviser seeks to achieve its investment objective by investing in companies that the Adviser believes are undervalued relative to the market or their historic valuations. Small-cap companies are considered to be companies with market capitalizations at the time of purchase similar to those in the range of the Russell 2000 Index. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small-cap companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.50% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -3.55% |
| 5y Average Return | 10.96% |
| Rank in Category (ytd) | 47 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VSFCX | Category Average | VSFCX | Category Average | VSFCX | Category Average | |
| Alpha | -11.08 | -0.12 | -2.45 | -0.08 | -7.5 | -0.07 |
| BETA | 1.11 | 0.01 | 1.03 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.42 | 0.01 | 1.17 | 0.01 | 0.62 | 0.01 |
| R-squared | 69.97 | 0.78 | 63.03 | 0.72 | 70.75 | 0.73 |
| Standard Deviation | 22.12 | 0.28 | 20.85 | 0.23 | 20.85 | 0.2 |
| Sharpe Ratio | 0.01 | 0 | 0.53 | 0.01 | 0.26 | 0.01 |
| Treynor Ratio | -1.92 | 0.06 | 9.49 | 0.09 | 2.87 | 0.08 |
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