Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) Sharpe Ratio: 2.09

SVAAX's Sharpe Ratio of 2.09 indicates that for each unit of volatility, it generates 2.09 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 14, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

SVAAX Sharpe Ratio Rank

Exceptional

SVAAX ranks above 81.0% of all investments in our database based on Sharpe Ratio over the past 12 months, demonstrating exceptional risk-adjusted returns. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Suitable as a core holding given strong risk-adjusted returns
Monitor rank changes to detect deteriorating return-to-volatility profile
Exceptional Sharpe ratio supports larger position sizes
Compare with category peers to assess whether strength is investment-specific or category-wide

SVAAX Sharpe Ratio Market Positioning

The chart shows SVAAX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): 1.06 or lower
Yellow zone (middle 50%): 1.06 to 1.94
Green zone (top 25%): 1.94 or higher
Top 1%: 3.90+
Median: 1.59 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Federated Hermes Strategic Value Dividend Fund Class A's Sharpe Ratio with other mutual funds in the Dividend category across multiple time periods, showing how SVAAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 14, 2026.

Symbol	Name	1Y Sharpe Ratio
VIHAX	Vanguard International High Dividend Yield Index Fund Admiral Shares	2.38
EPDPX	EuroPac International Dividend Income Fund Class A	2.22
CDDYX	Columbia Dividend Income Fund Institutional 3 Class	2.22
FDGDX	Fidelity Advisor 529 Dividend Growth Portfolio Class D	2.22
OIEJX	JPMorgan Equity Income Fund R6	2.14
PMAIX	Pioneer Multi-Asset Income Fund A	2.14
FDGFX	Fidelity Dividend Growth Fund	2.11
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Shares	2.10
SVAAX	Federated Hermes Strategic Value Dividend Fund Class A	2.09
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	2.09

Benchmark Against

Benchmark

S&P 500 Index

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Historical Sharpe Ratio

The chart shows SVAAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when SVAAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does SVAAX fit in your portfolio?

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