IVFIX vs. QIACX
Compare and contrast key facts about Federated Hermes International Strategic Value Dividend Fund (IVFIX) and Federated Hermes MDT All Cap Core Fund (QIACX).
IVFIX is managed by Federated. It was launched on Jun 3, 2008. QIACX is managed by Federated. It was launched on Oct 1, 2002.
Performance
IVFIX vs. QIACX - Performance Comparison
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IVFIX vs. QIACX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVFIX Federated Hermes International Strategic Value Dividend Fund | 5.22% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
QIACX Federated Hermes MDT All Cap Core Fund | -7.69% | 21.15% | 31.07% | 23.52% | -14.16% | 31.40% | 21.95% | 26.91% | -2.64% | 21.07% |
Returns By Period
In the year-to-date period, IVFIX achieves a 5.22% return, which is significantly higher than QIACX's -7.69% return. Over the past 10 years, IVFIX has underperformed QIACX with an annualized return of 7.06%, while QIACX has yielded a comparatively higher 15.25% annualized return.
IVFIX
- 1D
- 0.21%
- 1M
- -6.40%
- YTD
- 5.22%
- 6M
- 10.50%
- 1Y
- 23.17%
- 3Y*
- 13.89%
- 5Y*
- 10.28%
- 10Y*
- 7.06%
QIACX
- 1D
- -0.26%
- 1M
- -7.77%
- YTD
- -7.69%
- 6M
- -4.32%
- 1Y
- 15.04%
- 3Y*
- 19.32%
- 5Y*
- 14.06%
- 10Y*
- 15.25%
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IVFIX vs. QIACX - Expense Ratio Comparison
IVFIX has a 0.86% expense ratio, which is higher than QIACX's 0.75% expense ratio.
Return for Risk
IVFIX vs. QIACX — Risk / Return Rank
IVFIX
QIACX
IVFIX vs. QIACX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes International Strategic Value Dividend Fund (IVFIX) and Federated Hermes MDT All Cap Core Fund (QIACX). 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.
| IVFIX | QIACX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 0.82 | +1.16 |
Sortino ratioReturn per unit of downside risk | 2.58 | 1.22 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.21 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 4.08 | 0.94 | +3.14 |
Martin ratioReturn relative to average drawdown | 17.43 | 4.64 | +12.80 |
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
| IVFIX | QIACX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 0.82 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.81 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.82 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.54 | -0.33 |
Correlation
The correlation between IVFIX and QIACX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IVFIX vs. QIACX - Dividend Comparison
IVFIX's dividend yield for the trailing twelve months is around 3.14%, less than QIACX's 4.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.14% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
QIACX Federated Hermes MDT All Cap Core Fund | 4.96% | 4.58% | 8.65% | 1.40% | 10.90% | 17.44% | 3.01% | 3.34% | 8.60% | 0.69% | 1.12% | 1.25% |
Drawdowns
IVFIX vs. QIACX - Drawdown Comparison
The maximum IVFIX drawdown since its inception was -51.49%, smaller than the maximum QIACX drawdown of -60.11%. Use the drawdown chart below to compare losses from any high point for IVFIX and QIACX.
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Drawdown Indicators
| IVFIX | QIACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.49% | -60.11% | +8.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -11.99% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -23.05% | +1.76% |
Max Drawdown (10Y)Largest decline over 10 years | -33.46% | -36.47% | +3.01% |
Current DrawdownCurrent decline from peak | -6.58% | -8.65% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -9.36% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.66% | -0.68% |
Volatility
IVFIX vs. QIACX - Volatility Comparison
Federated Hermes International Strategic Value Dividend Fund (IVFIX) has a higher volatility of 4.54% compared to Federated Hermes MDT All Cap Core Fund (QIACX) at 4.20%. This indicates that IVFIX's price experiences larger fluctuations and is considered to be riskier than QIACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVFIX | QIACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 4.20% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 9.52% | -1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 15.98% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.96% | 17.34% | -4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.74% | 18.69% | -3.95% |