Advertisement
Advertisement
U.S. Markets close in 3 hrs 21 mins
Advertisement
Advertisement
Advertisement
Advertisement

Federated Hermes Kaufmann Fund Class A Shares (KAUAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
4.7900+0.0400 (+0.84%)
As of 08:06AM EST. Market open.
Advertisement

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return10.32%
5-Year Average Return12.17%
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)40.34%
Worst 1 Yr Total Return (Feb 3, 2019)-42.22%
Best 3-Yr Total Return40.34%
Worst 3-Yr Total Return-7.02%

Trailing Returns (%) Vs. Benchmarks

ReturnKAUAXCategory
YTD-16.47%10.80%
1-Month1.64%4.43%
3-Month-18.86%7.00%
1-Year-15.28%48.17%
3-Year7.52%21.26%
5-Year15.20%20.18%
10-Year12.73%14.07%
Last Bull Market26.20%27.14%
Last Bear Market-25.64%-21.26%

Annual Total Return (%) History

Year
KAUAXCategory
2021
N/AN/A
2020
28.58%39.26%
2019
32.94%32.52%
2018
3.63%-6.65%
2017
27.74%23.91%
2016
3.07%6.03%
2015
5.97%-0.95%
2014
9.15%7.00%
2013
40.34%34.93%
2012
17.31%14.07%
2011
-13.62%-3.96%
2010
18.54%24.61%
2009
29.68%39.11%
2008
-42.22%-43.77%
2007
21.40%15.09%
2006
14.57%9.00%
2005
10.84%9.84%
2004
14.30%13.23%
2003
45.08%35.96%
2002
-21.41%-27.24%
2001
N/A-19.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2021-3.76%8.25%-0.53%N/A
2020-14.21%29.04%5.89%9.69%
201919.64%5.47%-2.67%8.25%
20189.12%4.59%6.27%-14.56%
20179.37%4.66%5.87%5.41%
2016-8.75%7.50%7.36%-2.14%
20157.28%4.68%-12.35%7.65%
20142.44%2.06%-0.31%4.73%
201311.95%2.31%10.43%10.95%
201218.71%-6.52%4.65%1.02%
20112.19%1.07%-22.75%8.27%
20104.72%-9.43%14.71%8.95%
2009-7.22%16.77%15.38%3.74%
2008-13.32%-0.19%-13.73%-22.58%
20073.71%9.37%2.96%3.96%
20069.64%-6.19%1.04%10.24%
2005-3.54%3.09%7.13%4.04%
20044.64%0.58%-5.17%14.53%
2003-5.51%28.22%11.48%7.41%
2002-1.37%-7.85%-14.04%0.58%
2001-12.82%15.15%N/AN/A

Rank In Category (By Total Return)

YTD89
1-Month63
3-Month89
1-Year93
3-Year83
5-Year57

Load Adjusted Returns

1-Year-0.42%
3-Year15.58%
5-Year16.68%
10-Year15.65%
Advertisement
Advertisement