FKKSX - Federated Kaufmann Small Cap R

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return16.56%
5-Year Average Return18.91%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Jun 29, 2018)40.46%
Worst 1 Yr Total Return (Jun 29, 2018)-43.70%
Best 3-Yr Total Return40.46%
Worst 3-Yr Total Return-11.05%

Trailing Returns (%) Vs. Benchmarks

ReturnFKKSXCategory
YTD16.56%11.05%
1-Month1.10%1.28%
3-Month8.28%8.53%
1-Year36.24%22.70%
3-Year15.43%11.04%
5-Year18.91%12.76%
10-Year13.11%10.85%
Last Bull Market40.08%27.84%
Last Bear Market-29.15%-24.13%

Annual Total Return (%) History

Year
FKKSXCategory
2018
N/AN/A
2017
37.90%21.50%
2016
5.83%11.20%
2015
5.05%-2.41%
2014
5.69%2.44%
2013
40.46%40.91%
2012
21.32%13.15%
2011
-14.21%-3.55%
2010
31.66%26.98%
2009
36.58%35.46%
2008
-43.70%-41.55%
2007
10.18%7.59%
2006
13.45%10.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20187.65%8.28%N/AN/A
201710.31%6.96%7.83%8.40%
2016-11.17%7.66%12.25%-1.41%
20159.52%6.09%-13.45%4.46%
20143.08%-0.41%-2.93%6.06%
201310.48%0.99%13.94%10.48%
201226.10%-6.46%6.37%-3.32%
20112.56%2.16%-26.85%11.93%
20108.09%-9.72%19.57%12.83%
2009-10.23%26.76%17.13%2.47%
2008-16.31%-2.54%-10.94%-22.50%
20074.20%6.72%-1.96%1.05%
200611.89%-4.18%-2.78%8.85%

Rank In Category (By Total Return)

YTD14
1-Month56
3-Month50
1-Year5
3-Year9
5-Year1

Load Adjusted Returns

1-Year36.24%
3-Year15.43%
5-Year18.91%
10-Year13.11%