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AGRFX vs. FKASX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AGRFX and FKASX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

AGRFX vs. FKASX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Growth Fund (AGRFX) and Federated Hermes Kaufmann Small Cap Fund (FKASX). The values are adjusted to include any dividend payments, if applicable.

300.00%350.00%400.00%450.00%500.00%December2025FebruaryMarchAprilMay
369.35%
359.71%
AGRFX
FKASX

Key characteristics

Sharpe Ratio

AGRFX:

-0.25

FKASX:

-0.13

Sortino Ratio

AGRFX:

-0.13

FKASX:

-0.11

Omega Ratio

AGRFX:

0.98

FKASX:

0.99

Calmar Ratio

AGRFX:

-0.21

FKASX:

-0.11

Martin Ratio

AGRFX:

-0.47

FKASX:

-0.49

Ulcer Index

AGRFX:

15.01%

FKASX:

10.89%

Daily Std Dev

AGRFX:

28.99%

FKASX:

25.89%

Max Drawdown

AGRFX:

-61.88%

FKASX:

-61.47%

Current Drawdown

AGRFX:

-24.44%

FKASX:

-36.72%

Returns By Period

In the year-to-date period, AGRFX achieves a -4.70% return, which is significantly lower than FKASX's -3.79% return. Both investments have delivered pretty close results over the past 10 years, with AGRFX having a 5.17% annualized return and FKASX not far ahead at 5.39%.


AGRFX

YTD

-4.70%

1M

15.13%

6M

-21.11%

1Y

-7.31%

5Y*

5.28%

10Y*

5.17%

FKASX

YTD

-3.79%

1M

21.69%

6M

-12.92%

1Y

-3.36%

5Y*

1.17%

10Y*

5.39%

*Annualized

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AGRFX vs. FKASX - Expense Ratio Comparison

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


Risk-Adjusted Performance

AGRFX vs. FKASX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGRFX
The Risk-Adjusted Performance Rank of AGRFX is 1010
Overall Rank
The Sharpe Ratio Rank of AGRFX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of AGRFX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of AGRFX is 1111
Omega Ratio Rank
The Calmar Ratio Rank of AGRFX is 88
Calmar Ratio Rank
The Martin Ratio Rank of AGRFX is 1111
Martin Ratio Rank

FKASX
The Risk-Adjusted Performance Rank of FKASX is 1313
Overall Rank
The Sharpe Ratio Rank of FKASX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of FKASX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of FKASX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of FKASX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of FKASX is 1111
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AGRFX vs. FKASX - Risk-Adjusted Performance Comparison

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 -0.25, which is lower than the FKASX Sharpe Ratio of -0.13. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.25
-0.13
AGRFX
FKASX

Dividends

AGRFX vs. FKASX - Dividend Comparison

AGRFX has not paid dividends to shareholders, while FKASX's dividend yield for the trailing twelve months is around 1.16%.


TTM202420232022202120202019
AGRFX
AB Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FKASX
Federated Hermes Kaufmann Small Cap Fund
1.16%1.11%0.00%0.00%0.00%0.00%0.04%

Drawdowns

AGRFX vs. FKASX - Drawdown Comparison

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-24.44%
-36.72%
AGRFX
FKASX

Volatility

AGRFX vs. FKASX - Volatility Comparison

AB Growth Fund (AGRFX) and Federated Hermes Kaufmann Small Cap Fund (FKASX) have volatilities of 11.87% and 12.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
11.87%
12.40%
AGRFX
FKASX