RIPIX vs. KAUFX
RIPIX (Royce International Premier Fund Institutional Class) and KAUFX (Federated Hermes Kaufmann Fd) are both Mid Cap Growth Equities funds. Over the past 5 years, RIPIX returned -4.60%/yr vs 4.44%/yr for KAUFX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. RIPIX charges 1.04%/yr vs 1.96%/yr for KAUFX.
Performance
RIPIX vs. KAUFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RIPIX achieves a 1.12% return, which is significantly lower than KAUFX's 8.01% return.
RIPIX
- 1D
- -0.78%
- 1M
- -0.94%
- 6M
- 0.48%
- YTD
- 1.12%
- 1Y
- -3.41%
- 3Y*
- 2.13%
- 5Y*
- -4.60%
- 10Y*
- —
- ALL TIME*
- 2.09%
KAUFX
- 1D
- 0.00%
- 1M
- -3.65%
- 6M
- 9.37%
- YTD
- 8.01%
- 1Y
- 9.50%
- 3Y*
- 17.60%
- 5Y*
- 4.44%
- 10Y*
- 11.48%
- ALL TIME*
- 11.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RIPIX vs. KAUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RIPIX Royce International Premier Fund Institutional Class | 1.12% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
KAUFX Federated Hermes Kaufmann Fd | 8.01% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | -9.25% |
Correlation
The correlation between RIPIX and KAUFX is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (All Time) Calculated using the full available price history since May 18, 2018 | 0.57 |
Over the past year, the correlation between RIPIX and KAUFX has dropped to 0.37 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RIPIX vs. KAUFX — Risk / Return Rank
RIPIX
KAUFX
RIPIX vs. KAUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce International Premier Fund Institutional Class (RIPIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RIPIX | KAUFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.10 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 0.61 | -0.83 |
| Martin ratioReturn relative to average drawdown | -0.54 | 2.19 | -2.73 |
Loading charts...
Drawdowns
RIPIX vs. KAUFX - Drawdown Comparison
The maximum RIPIX drawdown since its inception was -41.89%, smaller than the maximum KAUFX drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for RIPIX and KAUFX.
Loading charts...
Drawdown Indicators
| RIPIX | KAUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -54.66% | +12.77% |
Max Drawdown (1Y)Largest decline over 1 year | -15.33% | -14.83% | -0.50% |
Max Drawdown (3Y)Largest decline over 3 years | -17.28% | -22.58% | +5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -41.89% | -40.76% | -1.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.76% | — |
Current DrawdownCurrent decline from peak | -25.47% | -5.89% | -19.58% |
Average DrawdownAverage peak-to-trough decline | -18.16% | -11.16% | -7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 4.10% | +2.12% |
Volatility
RIPIX vs. KAUFX - Volatility Comparison
The current volatility for Royce International Premier Fund Institutional Class (RIPIX) is 4.63%, while Federated Hermes Kaufmann Fd (KAUFX) has a volatility of 6.35%. This indicates that RIPIX 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.
Loading charts...
Volatility by Period
| RIPIX | KAUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 6.35% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 11.55% | 16.07% | -4.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 18.91% | -5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 21.28% | -5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 20.92% | -4.80% |
RIPIX vs. KAUFX - Expense Ratio Comparison
RIPIX has a 1.04% expense ratio, which is lower than KAUFX's 1.96% expense ratio.
Dividends
RIPIX vs. KAUFX - Dividend Comparison
RIPIX's dividend yield for the trailing twelve months is around 1.44%, less than KAUFX's 9.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | 9.97% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
RIPIX Royce International Premier Fund Institutional Class | 1.44% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RIPIX and KAUFX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KAUFX has higher volatility (6.35%) compared to RIPIX (4.63%). In terms of maximum drawdown, RIPIX dropped -41.89% vs KAUFX's -54.66%.
KAUFX currently has the higher Sharpe Ratio (0.48 vs -0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for RIPIX and KAUFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer