Federated Hermes Kaufmann Large Cap Fund (KLCIX)

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The chart shows the growth of an initial investment of $10,000 in Federated Hermes Kaufmann Large Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Federated Hermes Kaufmann Large Cap Fund (KLCIX) has returned -11.73% so far this year and 14.91% over the past 12 months. Looking at the last ten years, KLCIX has achieved an annualized return of 17.40%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 6, 2007, KLCIX's average daily return is +0.07%, while the average monthly return is +1.25%. At this rate, your investment would double in approximately 4.6 years.

Historically, 63% of months were positive and 37% were negative. The best month was Dec 2024 with a return of +49.9%, while the worst month was Oct 2008 at -18.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, KLCIX closed higher 52% of trading days. The best single day was Dec 9, 2024 with a return of +104.6%, while the worst single day was Dec 10, 2024 at -26.1%.

Federated Hermes Kaufmann Large Cap Fund has an annualized alpha of 7.93%, beta of 0.98, and R² of 0.35 versus S&P 500 Index. Calculated based on daily prices since December 07, 2007.

• This fund captured 112.16% of S&P 500 Index gains but only 88.57% of its losses — a favorable profile for investors.
• R² of 0.35 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

KLCIX has an expense ratio of 0.84%, placing it in the medium range.

KLCIX ranks 25 for risk / return — below 25% 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.

The table below present risk-adjusted performance metrics for Federated Hermes Kaufmann Large Cap Fund (KLCIX) and compare them to a chosen benchmark (S&P 500 Index).

Federated Hermes Kaufmann Large Cap Fund provided a 33.54% dividend yield over the last twelve months, with an annual payout of $5.00 per share.

The table displays the monthly dividend distributions for Federated Hermes Kaufmann Large 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 Large 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 Large Cap Fund was 51.80%, occurring on Mar 5, 2009. Recovery took 414 trading sessions.

The current Federated Hermes Kaufmann Large Cap Fund drawdown is 25.06%.

The chart below shows the rolling one-month volatility.