- ISIN
- US3141726444
- CUSIP
- 314172644
- Issuer
- Federated
- Inception Date
- Feb 21, 1986
- Category
- Mid Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
KAUFX Performance Chart
Federated Hermes Kaufmann Fd (KAUFX) is up 9.4% since the beginning of the year. KAUFX is currently trading at $6 per share. Investors who bought $1,000 worth of KAUFX shares 5 years ago would now be looking at an investment worth $1,286.
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Returns By Period
Federated Hermes Kaufmann Fd (KAUFX) has returned 9.43% so far this year and 17.06% over the past 12 months. Over the last ten years, KAUFX has returned 12.05% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Federated Hermes Kaufmann Fd
- 1D
- 1.65%
- 1M
- 6.77%
- YTD
- 9.43%
- 6M
- 7.52%
- 1Y
- 17.06%
- 3Y*
- 19.43%
- 5Y*
- 5.16%
- 10Y*
- 12.05%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
KAUFX Monthly Returns History
Based on dividend-adjusted daily data since Feb 21, 1986, KAUFX's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.
Historically, 62% of months were positive and 38% were negative. The best month was Feb 2000 with a return of +26.1%, while the worst month was Oct 1987 at -32.1%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, KAUFX closed higher 48% of trading days. The best single day was Dec 5, 2019 with a return of +12.0%, while the worst single day was Oct 22, 1987 at -16.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.36% | 0.54% | -8.35% | 8.14% | 6.09% | 3.89% | 9.43% | ||||||
| 2025 | 5.23% | -7.72% | -6.13% | 7.33% | 5.90% | 5.23% | 1.99% | 1.62% | -0.32% | 0.80% | 0.16% | -1.35% | 12.18% |
| 2024 | 0.19% | 5.69% | 2.87% | -4.19% | 1.28% | 2.52% | 1.93% | 2.24% | 2.86% | -0.98% | 8.43% | 4.11% | 29.84% |
| 2023 | 4.93% | -4.08% | 1.06% | 1.89% | -1.24% | 5.23% | 3.58% | -2.69% | -5.52% | -4.80% | 10.53% | 6.45% | 14.88% |
| 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% | -0.30% | 2.46% |
Benchmark Metrics
Federated Hermes Kaufmann Fd has an annualized alpha of 4.85%, beta of 0.80, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since February 21, 1986.
- This fund captured 108.64% of S&P 500 Index gains but only 97.07% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 4.85% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 4.85%
- Beta
- 0.80
- R²
- 0.54
- Upside Capture
- 108.64%
- Downside Capture
- 97.07%
Expense Ratio
KAUFX has a high expense ratio of 1.96%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
KAUFX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KAUFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | 2.78 | -1.66 |
| Martin ratioReturn relative to average drawdown | 4.37 | 12.44 | -8.07 |
Dividends
Dividend History
Federated Hermes Kaufmann Fd provided a 9.84% dividend yield over the last twelve months, with an annual payout of $0.60 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.60 | $0.60 | $1.24 | $0.10 | $0.00 | $0.65 | $0.50 | $0.70 | $0.80 | $0.66 | $0.52 | $0.86 |
Dividend yield | 9.84% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
Monthly Dividends
The table displays the monthly dividend distributions for Federated Hermes Kaufmann Fd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.24 | $1.24 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.65 |
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.
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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 54.66%, occurring on Nov 20, 2008. Recovery took 1119 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.66%Nov 2008 | 1y 20d | 4y 5mo | 5y 6moNov 2007 - May 2013 |
Black Monday1987 | -50.00%Oct 1987 | 7mo 5d | 1y 4mo | 1y 11moMar 1987 - Mar 1989 |
Bear market2022 | -40.76%Jun 2022 | 9mo 12d | 2y 5mo | 3y 3moSep 2021 - Dec 2024 |
2003 bear market2003 | -40.15%Mar 2003 | 2y 12mo | 10mo 1d | 3y 9moMar 2000 - Jan 2004 |
1998 bear market1998 | -34.87%Oct 1998 | 6mo 5d | 1y 2mo | 1y 8moApr 1998 - Dec 1999 |
Drawdown Indicators
| KAUFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -56.78% | +2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -14.83% | -9.10% | -5.73% |
Max Drawdown (3Y)Largest decline over 3 years | -22.58% | -18.90% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -40.76% | -25.43% | -15.33% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | -33.92% | -6.84% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -11.18% | -10.71% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 2.03% | +1.79% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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