FTRBX vs. KAUFX
Compare and contrast key facts about Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) and Federated Hermes Kaufmann Fd (KAUFX).
FTRBX is managed by Federated. It was launched on Oct 1, 1996. KAUFX is managed by Federated. It was launched on Feb 21, 1986.
Performance
FTRBX vs. KAUFX - Performance Comparison
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FTRBX vs. KAUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTRBX Federated Hermes Total Return Bond Fund Institutional Shares | -0.95% | 7.60% | 2.03% | 5.20% | -13.13% | -0.21% | 9.52% | 9.75% | -0.85% | 4.41% |
KAUFX Federated Hermes Kaufmann Fd | -8.19% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | 4.03% | 27.65% |
Returns By Period
In the year-to-date period, FTRBX achieves a -0.95% return, which is significantly higher than KAUFX's -8.19% return. Over the past 10 years, FTRBX has underperformed KAUFX with an annualized return of 2.32%, while KAUFX has yielded a comparatively higher 10.78% annualized return.
FTRBX
- 1D
- 0.11%
- 1M
- -1.87%
- YTD
- -0.95%
- 6M
- 0.50%
- 1Y
- 3.82%
- 3Y*
- 3.62%
- 5Y*
- 0.31%
- 10Y*
- 2.32%
KAUFX
- 1D
- 4.45%
- 1M
- -7.69%
- YTD
- -8.19%
- 6M
- -8.41%
- 1Y
- 12.99%
- 3Y*
- 14.74%
- 5Y*
- 2.30%
- 10Y*
- 10.78%
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FTRBX vs. KAUFX - Expense Ratio Comparison
FTRBX has a 0.39% expense ratio, which is lower than KAUFX's 1.96% expense ratio.
Return for Risk
FTRBX vs. KAUFX — Risk / Return Rank
FTRBX
KAUFX
FTRBX vs. KAUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) and Federated Hermes Kaufmann Fd (KAUFX). 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.
| FTRBX | KAUFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.67 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.10 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.69 | +1.09 |
Martin ratioReturn relative to average drawdown | 5.28 | 2.89 | +2.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTRBX | KAUFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.67 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.11 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.52 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.56 | +0.52 |
Correlation
The correlation between FTRBX and KAUFX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FTRBX vs. KAUFX - Dividend Comparison
FTRBX's dividend yield for the trailing twelve months is around 4.20%, less than KAUFX's 11.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRBX Federated Hermes Total Return Bond Fund Institutional Shares | 4.20% | 4.52% | 4.47% | 3.84% | 2.47% | 3.43% | 4.66% | 3.38% | 3.49% | 3.21% | 3.35% | 3.53% |
KAUFX Federated Hermes Kaufmann Fd | 11.72% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
Drawdowns
FTRBX vs. KAUFX - Drawdown Comparison
The maximum FTRBX drawdown since its inception was -17.49%, smaller than the maximum KAUFX drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for FTRBX and KAUFX.
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Drawdown Indicators
| FTRBX | KAUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.49% | -54.66% | +37.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -14.83% | +12.03% |
Max Drawdown (5Y)Largest decline over 5 years | -17.49% | -40.76% | +23.27% |
Max Drawdown (10Y)Largest decline over 10 years | -17.49% | -40.76% | +23.27% |
Current DrawdownCurrent decline from peak | -2.17% | -11.03% | +8.86% |
Average DrawdownAverage peak-to-trough decline | -2.03% | -11.23% | +9.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 3.52% | -2.58% |
Volatility
FTRBX vs. KAUFX - Volatility Comparison
The current volatility for Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) is 1.36%, while Federated Hermes Kaufmann Fd (KAUFX) has a volatility of 7.82%. This indicates that FTRBX experiences smaller price fluctuations and is considered to be less risky than KAUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTRBX | KAUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 7.82% | -6.46% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 13.53% | -10.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.57% | 19.57% | -15.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.85% | 20.93% | -15.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.78% | 20.78% | -16.00% |