TWCUX vs. KAUFX
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and Federated Hermes Kaufmann Fd (KAUFX).
TWCUX is managed by American Century. It was launched on Nov 2, 1981. KAUFX is managed by Federated. It was launched on Feb 21, 1986.
Performance
TWCUX vs. KAUFX - Performance Comparison
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TWCUX vs. KAUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | -12.28% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 49.79% | 34.60% | 0.70% | 31.65% |
KAUFX Federated Hermes Kaufmann Fd | -12.10% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | 4.03% | 27.65% |
Returns By Period
The year-to-date returns for both investments are quite close, with TWCUX having a -12.28% return and KAUFX slightly higher at -12.10%. Over the past 10 years, TWCUX has outperformed KAUFX with an annualized return of 15.69%, while KAUFX has yielded a comparatively lower 10.30% annualized return.
TWCUX
- 1D
- -0.65%
- 1M
- -8.79%
- YTD
- -12.28%
- 6M
- -10.88%
- 1Y
- 11.48%
- 3Y*
- 16.46%
- 5Y*
- 8.90%
- 10Y*
- 15.69%
KAUFX
- 1D
- -1.00%
- 1M
- -12.26%
- YTD
- -12.10%
- 6M
- -12.45%
- 1Y
- 8.18%
- 3Y*
- 13.08%
- 5Y*
- 1.76%
- 10Y*
- 10.30%
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TWCUX vs. KAUFX - Expense Ratio Comparison
TWCUX has a 0.93% expense ratio, which is lower than KAUFX's 1.96% expense ratio.
Return for Risk
TWCUX vs. KAUFX — Risk / Return Rank
TWCUX
KAUFX
TWCUX vs. KAUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) 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.
| TWCUX | KAUFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.29 | +0.21 |
Sortino ratioReturn per unit of downside risk | 0.88 | 0.54 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.33 | +0.20 |
Martin ratioReturn relative to average drawdown | 1.87 | 1.33 | +0.54 |
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
| TWCUX | KAUFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.29 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.09 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.50 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.56 | -0.05 |
Correlation
The correlation between TWCUX and KAUFX is 0.75, 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
TWCUX vs. KAUFX - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 13.19%, more than KAUFX's 12.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 13.19% | 11.57% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 5.85% | 4.58% | 5.21% |
KAUFX Federated Hermes Kaufmann Fd | 12.24% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
Drawdowns
TWCUX vs. KAUFX - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -62.11%, which is greater than KAUFX's maximum drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for TWCUX and KAUFX.
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Drawdown Indicators
| TWCUX | KAUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.11% | -54.66% | -7.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.72% | -14.83% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -35.23% | -40.76% | +5.53% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -40.76% | +5.53% |
Current DrawdownCurrent decline from peak | -15.72% | -14.83% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -11.23% | -5.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 3.65% | +0.77% |
Volatility
TWCUX vs. KAUFX - Volatility Comparison
American Century Ultra Fund (TWCUX) and Federated Hermes Kaufmann Fd (KAUFX) have volatilities of 5.77% and 6.03%, 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
| TWCUX | KAUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 6.03% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 12.83% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 19.11% | +3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 20.85% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.00% | 20.73% | +1.27% |