ARDGX vs. SVAIX
Compare and contrast key facts about Archer Dividend Growth Fund (ARDGX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
ARDGX is managed by Archer. It was launched on Sep 1, 2016. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Performance
ARDGX vs. SVAIX - Performance Comparison
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ARDGX vs. SVAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 7.27% | 12.86% | 13.94% | 0.40% | 0.27% | 25.41% | -7.58% | 17.89% | -5.91% | 8.92% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 9.22% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 14.71% |
Returns By Period
In the year-to-date period, ARDGX achieves a 7.27% return, which is significantly lower than SVAIX's 9.22% return.
ARDGX
- 1D
- 1.16%
- 1M
- -3.10%
- YTD
- 7.27%
- 6M
- 8.50%
- 1Y
- 17.05%
- 3Y*
- 12.24%
- 5Y*
- 9.73%
- 10Y*
- —
SVAIX
- 1D
- 0.87%
- 1M
- -2.83%
- YTD
- 9.22%
- 6M
- 10.97%
- 1Y
- 17.94%
- 3Y*
- 13.83%
- 5Y*
- 11.63%
- 10Y*
- 8.47%
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ARDGX vs. SVAIX - Expense Ratio Comparison
ARDGX has a 1.22% expense ratio, which is higher than SVAIX's 0.81% expense ratio.
Return for Risk
ARDGX vs. SVAIX — Risk / Return Rank
ARDGX
SVAIX
ARDGX vs. SVAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ARDGX | SVAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.36 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.02 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.83 | -0.09 |
Martin ratioReturn relative to average drawdown | 7.78 | 8.69 | -0.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARDGX | SVAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.36 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.90 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.52 | -0.52 |
Correlation
The correlation between ARDGX and SVAIX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARDGX vs. SVAIX - Dividend Comparison
ARDGX's dividend yield for the trailing twelve months is around 2.37%, less than SVAIX's 5.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 2.37% | 2.09% | 2.74% | 2.87% | 2.38% | 1.93% | 3.04% | 2.85% | 3.07% | 2.66% | 0.00% | 0.00% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.93% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
Drawdowns
ARDGX vs. SVAIX - Drawdown Comparison
The maximum ARDGX drawdown since its inception was -97.41%, which is greater than SVAIX's maximum drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for ARDGX and SVAIX.
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Drawdown Indicators
| ARDGX | SVAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.41% | -50.62% | -46.79% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -11.78% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -97.41% | -16.13% | -81.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.53% | — |
Current DrawdownCurrent decline from peak | -96.64% | -2.83% | -93.81% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -7.75% | -9.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.67% | -0.38% |
Volatility
ARDGX vs. SVAIX - Volatility Comparison
Archer Dividend Growth Fund (ARDGX) and Federated Hermes Strategic Value Dividend Fund (SVAIX) have volatilities of 2.94% and 2.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARDGX | SVAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 2.88% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 6.99% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 15.76% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,087.08% | 13.57% | +2,073.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,535.22% | 15.42% | +1,519.80% |