KAUFX vs. TWCUX

In the year-to-date period, KAUFX achieves a 20.34% return, which is significantly lower than TWCUX's 28.18% return. Over the past 10 years, KAUFX has underperformed TWCUX with an annualized return of -0.55%, while TWCUX has yielded a comparatively higher 9.85% annualized return.

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KAUFX has a 1.96% expense ratio, which is higher than TWCUX's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and American Century Ultra Fund (TWCUX). 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 KAUFX Sharpe Ratio is 1.78, which is comparable to the TWCUX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of KAUFX and TWCUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither KAUFX nor TWCUX has paid dividends to shareholders.

The maximum KAUFX drawdown since its inception was -64.45%, smaller than the maximum TWCUX drawdown of -72.83%. Use the drawdown chart below to compare losses from any high point for KAUFX and TWCUX. For additional features, visit the drawdowns tool.

The current volatility for Federated Hermes Kaufmann Fd (KAUFX) is 5.16%, while American Century Ultra Fund (TWCUX) has a volatility of 5.67%. This indicates that KAUFX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.