KAUFX vs. SWVXX
Compare and contrast key facts about Federated Hermes Kaufmann Fd (KAUFX) and Schwab Value Advantage Money Fund (SWVXX).
KAUFX is managed by Federated. It was launched on Feb 21, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KAUFX or SWVXX.
Correlation
The correlation between KAUFX and SWVXX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
KAUFX vs. SWVXX - Performance Comparison
Key characteristics
KAUFX:
0.48
SWVXX:
3.40
KAUFX:
5.61%
SWVXX:
0.00%
KAUFX:
19.80%
SWVXX:
1.31%
KAUFX:
-64.45%
SWVXX:
0.00%
KAUFX:
-28.20%
SWVXX:
0.00%
Returns By Period
Over the past 10 years, KAUFX has underperformed SWVXX with an annualized return of 0.07%, while SWVXX has yielded a comparatively higher 1.59% annualized return.
KAUFX
4.51%
3.02%
1.05%
8.02%
-1.36%
0.07%
SWVXX
0.00%
0.37%
2.25%
4.46%
2.33%
1.59%
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Risk-Adjusted Performance
KAUFX vs. SWVXX — Risk-Adjusted Performance Rank
KAUFX
SWVXX
KAUFX vs. SWVXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and Schwab Value Advantage Money Fund (SWVXX). 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.
Drawdowns
KAUFX vs. SWVXX - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -64.45%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for KAUFX and SWVXX. For additional features, visit the drawdowns tool.
Volatility
KAUFX vs. SWVXX - Volatility Comparison
Federated Hermes Kaufmann Fd (KAUFX) has a higher volatility of 5.77% compared to Schwab Value Advantage Money Fund (SWVXX) at 0.37%. This indicates that KAUFX's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.