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KLCIX vs. ACIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

KLCIX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federated Hermes Kaufmann Large Cap Fund (KLCIX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

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KLCIX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
KLCIX
Federated Hermes Kaufmann Large Cap Fund
-11.73%18.71%90.57%33.02%-1.95%
ACIHX
American Century Growth Fund G Class
-13.30%16.26%27.35%44.64%-6.24%

Returns By Period

In the year-to-date period, KLCIX achieves a -11.73% return, which is significantly higher than ACIHX's -13.30% return.


KLCIX

1D
-0.80%
1M
-9.37%
YTD
-11.73%
6M
-9.65%
1Y
14.91%
3Y*
35.65%
5Y*
16.76%
10Y*
17.40%

ACIHX

1D
-0.39%
1M
-8.72%
YTD
-13.30%
6M
-12.27%
1Y
13.26%
3Y*
17.20%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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KLCIX vs. ACIHX - Expense Ratio Comparison

KLCIX has a 0.84% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Return for Risk

KLCIX vs. ACIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KLCIX
KLCIX Risk / Return Rank: 2626
Overall Rank
KLCIX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
KLCIX Sortino Ratio Rank: 2727
Sortino Ratio Rank
KLCIX Omega Ratio Rank: 3030
Omega Ratio Rank
KLCIX Calmar Ratio Rank: 2525
Calmar Ratio Rank
KLCIX Martin Ratio Rank: 2424
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 2323
Overall Rank
ACIHX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 2727
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 2525
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 2121
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KLCIX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Large Cap Fund (KLCIX) and American Century Growth Fund G Class (ACIHX). 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.


KLCIXACIHXDifference

Sharpe ratio

Return per unit of total volatility

0.66

0.59

+0.06

Sortino ratio

Return per unit of downside risk

1.02

1.02

0.00

Omega ratio

Gain probability vs. loss probability

1.16

1.14

+0.01

Calmar ratio

Return relative to maximum drawdown

0.74

0.63

+0.11

Martin ratio

Return relative to average drawdown

2.62

2.21

+0.40

KLCIX vs. ACIHX - Sharpe Ratio Comparison

The current KLCIX Sharpe Ratio is 0.66, which is comparable to the ACIHX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of KLCIX and ACIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


KLCIXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.66

0.59

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.73

-0.32

Correlation

The correlation between KLCIX and ACIHX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

KLCIX vs. ACIHX - Dividend Comparison

KLCIX's dividend yield for the trailing twelve months is around 33.54%, more than ACIHX's 18.39% yield.


TTM20252024202320222021202020192018201720162015
KLCIX
Federated Hermes Kaufmann Large Cap Fund
33.54%29.60%72.67%29.59%26.95%14.50%3.48%4.34%11.36%1.41%0.00%0.01%
ACIHX
American Century Growth Fund G Class
18.39%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

KLCIX vs. ACIHX - Drawdown Comparison

The maximum KLCIX drawdown since its inception was -51.80%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for KLCIX and ACIHX.


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Drawdown Indicators


KLCIXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-51.80%

-24.00%

-27.80%

Max Drawdown (1Y)

Largest decline over 1 year

-15.36%

-16.40%

+1.04%

Max Drawdown (5Y)

Largest decline over 5 years

-41.04%

Max Drawdown (10Y)

Largest decline over 10 years

-41.04%

Current Drawdown

Current decline from peak

-25.06%

-16.40%

-8.66%

Average Drawdown

Average peak-to-trough decline

-9.26%

-4.95%

-4.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.35%

4.68%

-0.33%

Volatility

KLCIX vs. ACIHX - Volatility Comparison

Federated Hermes Kaufmann Large Cap Fund (KLCIX) and American Century Growth Fund G Class (ACIHX) have volatilities of 5.27% and 5.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KLCIXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.27%

5.43%

-0.16%

Volatility (6M)

Calculated over the trailing 6-month period

11.73%

12.03%

-0.30%

Volatility (1Y)

Calculated over the trailing 1-year period

18.44%

22.42%

-3.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.22%

21.21%

+31.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.63%

21.21%

+18.42%