Federated Hermes Kaufmann Fd (KAUFX)
The fund invests a majority of its assets in the common stocks of small- and medium-sized companies that are traded on national securities exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30% of the fund's net assets may be invested in foreign securities. It may invest in fixed-income securities, American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.
Fund Info
US3141726444
314172644
Feb 21, 1986
$0
Mid-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Federated Hermes Kaufmann Fd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Federated Hermes Kaufmann Fd had a return of 20.72% year-to-date (YTD) and 28.28% in the last 12 months. Over the past 10 years, Federated Hermes Kaufmann Fd had an annualized return of -0.52%, while the S&P 500 had an annualized return of 11.13%, indicating that Federated Hermes Kaufmann Fd did not perform as well as the benchmark.
KAUFX
20.72%
1.28%
12.19%
28.28%
-0.31%
-0.52%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of KAUFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.19% | 5.69% | 2.87% | -4.19% | 1.28% | 2.52% | 1.93% | 2.24% | 2.86% | -0.98% | 20.72% | ||
| 2023 | 4.93% | -4.08% | 1.06% | 1.89% | -1.24% | 5.23% | 3.58% | -2.69% | -5.52% | -4.80% | 10.53% | 4.37% | 12.63% |
| 2022 | -14.33% | -2.26% | 0.53% | -12.23% | -4.24% | -3.38% | 8.08% | -2.42% | -6.83% | 6.44% | 2.09% | -4.50% | -30.30% |
| 2021 | 0.42% | 0.83% | -4.94% | 4.33% | -1.80% | 5.63% | -0.27% | 5.35% | -5.33% | 4.42% | -5.01% | -9.46% | -6.94% |
| 2020 | 2.00% | -5.23% | -11.38% | 15.95% | 7.72% | 3.43% | 5.57% | 2.00% | -1.68% | -2.99% | 10.26% | -4.26% | 20.00% |
| 2019 | 8.48% | 8.73% | 1.00% | 2.32% | -3.88% | 7.24% | 2.04% | -0.46% | -4.17% | 1.29% | 4.94% | -8.95% | 18.34% |
| 2018 | 9.29% | -1.80% | 1.66% | 0.16% | 6.05% | -1.39% | 0.63% | 6.21% | -0.58% | -11.18% | 3.48% | -18.88% | -9.46% |
| 2017 | 3.25% | 3.74% | 2.09% | 1.30% | 2.02% | 1.26% | 1.60% | 2.10% | 2.05% | 1.85% | 2.47% | -9.97% | 13.82% |
| 2016 | -13.09% | -1.75% | 6.89% | 2.91% | 4.44% | -0.00% | 4.64% | 0.18% | 2.40% | -4.86% | 4.55% | -10.87% | -6.64% |
| 2015 | -0.52% | 6.96% | 0.81% | 0.32% | 4.18% | 0.15% | 1.69% | -7.12% | -7.18% | 5.98% | 3.15% | -15.27% | -8.82% |
| 2014 | 0.16% | 5.50% | -3.22% | -3.96% | 1.32% | 5.05% | -2.79% | 6.54% | -3.74% | 2.80% | 1.36% | -13.73% | -6.32% |
| 2013 | 5.38% | 1.13% | 5.05% | -0.36% | 3.93% | -1.03% | 5.90% | -1.15% | 5.47% | 3.77% | 3.94% | -10.06% | 22.91% |
Expense Ratio
KAUFX has a high expense ratio of 1.96%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of KAUFX is 45, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Federated Hermes Kaufmann Fd. 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 Fd was 64.45%, occurring on Nov 20, 2008. The portfolio has not yet recovered.
The current Federated Hermes Kaufmann Fd drawdown is 21.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.45% | Mar 13, 2000 | 2181 | Nov 20, 2008 | — | — | — |
| -50% | Mar 27, 1987 | 154 | Oct 28, 1987 | 353 | Mar 6, 1989 | 507 |
| -34.87% | Apr 6, 1998 | 134 | Oct 8, 1998 | 358 | Feb 24, 2000 | 492 |
| -32.98% | Jun 18, 1990 | 87 | Oct 16, 1990 | 112 | Mar 21, 1991 | 199 |
| -20.86% | Mar 5, 1992 | 81 | Jun 25, 1992 | 107 | Nov 23, 1992 | 188 |
Volatility
Volatility Chart
The current Federated Hermes Kaufmann Fd volatility is 5.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.