Federated Hermes Kaufmann Small Cap Fund (FKASX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Federated Hermes Kaufmann Small Cap Fund (FKASX) is up 14.5% since the beginning of the year. FKASX is currently trading at $50 per share. Investors who bought $1,000 worth of FKASX shares 5 years ago would now be looking at an investment worth $1,122.

Federated Hermes Kaufmann Small Cap Fund (FKASX) has returned 14.53% so far this year and 26.36% over the past 12 months. Over the last decade, FKASX has posted an annualized return of 14.04%, slightly higher than the S&P 500 Index benchmark’s 13.88%.

Based on dividend-adjusted daily data since Dec 19, 2002, FKASX's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.

Historically, 62% of months were positive and 38% were negative. The best month was May 2003 with a return of +19.3%, while the worst month was Oct 2008 at -19.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FKASX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -12.5%.

Federated Hermes Kaufmann Small Cap Fund has an annualized alpha of 4.21%, beta of 0.99, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since December 19, 2002.

• This fund captured 129.79% of S&P 500 Index gains and 112.96% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 4.21% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.99 and R2 of 0.68, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

FKASX has a high expense ratio of 1.36%, indicating above-average management fees.

FKASX ranks 26 for risk / return — below 26% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Federated Hermes Kaufmann Small Cap Fund provided a 18.08% dividend yield over the last twelve months, with an annual payout of $9.09 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Federated Hermes Kaufmann Small Cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Federated Hermes Kaufmann Small Cap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Federated Hermes Kaufmann Small Cap Fund was 60.21%, occurring on Mar 9, 2009. Recovery took 489 trading sessions.

The chart below shows the rolling one-month volatility.