AGRFX vs. FKASX

In the year-to-date period, AGRFX achieves a -12.64% return, which is significantly higher than FKASX's -14.12% return. Both investments have delivered pretty close results over the past 10 years, with AGRFX having a 4.11% annualized return and FKASX not far behind at 3.98%.

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AGRFX has a 1.12% expense ratio, which is lower than FKASX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and Federated Hermes Kaufmann Small Cap Fund (FKASX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AGRFX Sharpe Ratio is -0.47, which is comparable to the FKASX Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of AGRFX and FKASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AGRFX has not paid dividends to shareholders, while FKASX's dividend yield for the trailing twelve months is around 1.30%.

The maximum AGRFX drawdown since its inception was -61.88%, roughly equal to the maximum FKASX drawdown of -61.47%. Use the drawdown chart below to compare losses from any high point for AGRFX and FKASX. For additional features, visit the drawdowns tool.

The current volatility for AB Growth Fund (AGRFX) is 14.00%, while Federated Hermes Kaufmann Small Cap Fund (FKASX) has a volatility of 15.19%. This indicates that AGRFX experiences smaller price fluctuations and is considered to be less risky than FKASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.