FGSKX vs. SVAIX
FGSKX (Federated Hermes MDT Mid Cap Growth Fund Class R6) and SVAIX (Federated Hermes Strategic Value Dividend Fund) are both mutual funds - FGSKX is a Mid Cap Growth Equities fund actively managed by Federated, while SVAIX is a Large Cap Value Equities fund managed by Federated. Over the past 10 years, FGSKX returned 14.83%/yr vs 8.45%/yr for SVAIX. Their 0.58 correlation means they have sometimes moved together and sometimes differently. FGSKX charges 0.84%/yr vs 0.81%/yr for SVAIX.
Performance
FGSKX vs. SVAIX - Performance Comparison
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Returns By Period
In the year-to-date period, FGSKX achieves a -0.65% return, which is significantly lower than SVAIX's 15.85% return. Over the past 10 years, FGSKX has outperformed SVAIX with an annualized return of 14.83%, while SVAIX has yielded a comparatively lower 8.45% annualized return.
FGSKX
- 1D
- 2.57%
- 1M
- -1.51%
- 6M
- 0.27%
- YTD
- -0.65%
- 1Y
- -1.59%
- 3Y*
- 15.86%
- 5Y*
- 8.20%
- 10Y*
- 14.83%
- ALL TIME*
- 9.81%
SVAIX
- 1D
- -1.36%
- 1M
- 2.60%
- 6M
- 10.19%
- YTD
- 15.85%
- 1Y
- 24.76%
- 3Y*
- 16.44%
- 5Y*
- 11.92%
- 10Y*
- 8.45%
- ALL TIME*
- 8.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FGSKX vs. SVAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGSKX Federated Hermes MDT Mid Cap Growth Fund Class R6 | -0.65% | 10.90% | 33.36% | 27.45% | -24.38% | 22.74% | 35.92% | 28.35% | -3.00% | 24.68% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 15.85% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 15.10% |
Correlation
The correlation between FGSKX and SVAIX is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.20 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2006 | 0.58 |
The correlation between FGSKX and SVAIX shifts across timeframes, from -0.03 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FGSKX vs. SVAIX — Risk / Return Rank
FGSKX
SVAIX
FGSKX vs. SVAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Mid Cap Growth Fund Class R6 (FGSKX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FGSKX | SVAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.64 | ||
| Sortino ratioReturn per unit of downside risk | -3.70 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.44 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 6.21 | -6.28 |
| Martin ratioReturn relative to average drawdown | -0.18 | 16.78 | -16.96 |
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Drawdowns
FGSKX vs. SVAIX - Drawdown Comparison
The maximum FGSKX drawdown since its inception was -55.05%, which is greater than SVAIX's maximum drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for FGSKX and SVAIX.
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Drawdown Indicators
| FGSKX | SVAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.05% | -50.62% | -4.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.01% | -4.66% | -9.35% |
Max Drawdown (3Y)Largest decline over 3 years | -24.47% | -12.64% | -11.83% |
Max Drawdown (5Y)Largest decline over 5 years | -35.68% | -16.13% | -19.55% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -36.53% | -0.63% |
Current DrawdownCurrent decline from peak | -5.62% | -1.36% | -4.26% |
Average DrawdownAverage peak-to-trough decline | -10.81% | -7.66% | -3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 1.64% | +3.89% |
Volatility
FGSKX vs. SVAIX - Volatility Comparison
Federated Hermes MDT Mid Cap Growth Fund Class R6 (FGSKX) has a higher volatility of 4.98% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 4.30%. This indicates that FGSKX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGSKX | SVAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.30% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 8.57% | +4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.00% | 11.21% | +6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 13.77% | +8.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.34% | 15.48% | +6.86% |
FGSKX vs. SVAIX - Expense Ratio Comparison
FGSKX has a 0.84% expense ratio, which is higher than SVAIX's 0.81% expense ratio.
Dividends
FGSKX vs. SVAIX - Dividend Comparison
FGSKX's dividend yield for the trailing twelve months is around 5.40%, less than SVAIX's 6.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGSKX Federated Hermes MDT Mid Cap Growth Fund Class R6 | 5.40% | 5.37% | 4.70% | 0.00% | 2.52% | 28.15% | 7.60% | 8.72% | 15.47% | 14.82% | 0.89% | 26.74% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 6.08% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
Frequently Asked Questions
FGSKX and SVAIX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FGSKX has higher volatility (4.98%) compared to SVAIX (4.30%). In terms of maximum drawdown, FGSKX dropped -55.05% vs SVAIX's -50.62%.
SVAIX currently has the higher Sharpe Ratio (2.59 vs -0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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