FKASX vs. SVSPX

In the year-to-date period, FKASX achieves a 0.30% return, which is significantly lower than SVSPX's 0.97% return. Over the past 10 years, FKASX has underperformed SVSPX with an annualized return of 9.27%, while SVSPX has yielded a comparatively higher 13.28% annualized return.

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FKASX has a 1.36% expense ratio, which is higher than SVSPX's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Small Cap Fund (FKASX) and State Street S&P 500 Index Fund Class N (SVSPX). 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 0.23, which is lower than the SVSPX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of FKASX and SVSPX, 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 6.45%, less than SVSPX's 9.34% yield.

The maximum FKASX drawdown since its inception was -60.21%, smaller than the maximum SVSPX drawdown of -86.30%. Use the drawdown chart below to compare losses from any high point for FKASX and SVSPX.

Federated Hermes Kaufmann Small Cap Fund (FKASX) has a higher volatility of 6.22% compared to State Street S&P 500 Index Fund Class N (SVSPX) at 4.78%. This indicates that FKASX's price experiences larger fluctuations and is considered to be riskier than SVSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.