FKASX vs. AGRFX

In the year-to-date period, FKASX achieves a -1.46% return, which is significantly higher than AGRFX's -1.91% return. Over the past 10 years, FKASX has underperformed AGRFX with an annualized return of 5.37%, while AGRFX has yielded a comparatively higher 14.63% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Small Cap Fund (FKASX) and AB Growth Fund (AGRFX). 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 FKASX Sharpe Ratio is -0.06, which is lower than the AGRFX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of FKASX and AGRFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKASX's dividend yield for the trailing twelve months is around 1.13%, less than AGRFX's 21.44% yield.

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

Federated Hermes Kaufmann Small Cap Fund (FKASX) has a higher volatility of 6.57% compared to AB Growth Fund (AGRFX) at 4.90%. This indicates that FKASX's price experiences larger fluctuations and is considered to be riskier than AGRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.