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
Expense Ratio
KAUFX has a high expense ratio of 1.96%, indicating higher-than-average management fees.
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 7.79% year-to-date (YTD) and 8.83% in the last 12 months. Over the past 10 years, Federated Hermes Kaufmann Fd had an annualized return of -1.79%, while the S&P 500 had an annualized return of 11.23%, indicating that Federated Hermes Kaufmann Fd did not perform as well as the benchmark.
KAUFX
7.79%
-12.90%
-0.70%
8.83%
-1.26%
-1.79%
^GSPC (Benchmark)
26.63%
1.18%
10.44%
27.03%
13.30%
11.23%
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% | 8.43% | 7.79% | |
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of KAUFX is 34, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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 96.51%, occurring on Dec 16, 1983. Recovery took 2265 trading sessions.
The current Federated Hermes Kaufmann Fd drawdown is 29.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.51% | Jun 19, 1980 | 885 | Dec 16, 1983 | 2265 | Nov 30, 1992 | 3150 |
| -64.45% | Mar 13, 2000 | 2188 | Nov 20, 2008 | — | — | — |
| -34.87% | Apr 6, 1998 | 130 | Oct 8, 1998 | 347 | Feb 24, 2000 | 477 |
| -17.73% | Oct 8, 1996 | 136 | Apr 22, 1997 | 56 | Jul 11, 1997 | 192 |
| -15.76% | May 23, 1996 | 37 | Jul 16, 1996 | 57 | Oct 4, 1996 | 94 |
Volatility
Volatility Chart
The current Federated Hermes Kaufmann Fd volatility is 12.76%, 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.