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Federated Hermes Kaufmann Fund A Shares: (MF: KAUAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$5.59 USD
+0.05 (0.90%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.95 | 66 |
| 3 months | 8.95 | 66 |
| 6 months | 22.05 | 67 |
| 1 Year | 23.35 | 69 |
| 3 Year | -2.43 | 83 |
| 5 Year | 5.00 | 86 |
| 10 Year | 8.94 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 162.98 |
| Bear Market (10/07 - 2/09) | -51.03 |
| Bull Market (2/09 - 3/21) | 508.46 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 16.92 |
| 5 Year | 3.88 |
| 10 Year | 8.36 |
| Since Inception | 11.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.95 | NA | NA | NA |
| 2023 | 1.50 | 5.92 | -4.59 | 12.02 |
| 2022 | -15.71 | -18.82 | -1.75 | 3.78 |
| 2021 | -3.76 | 8.24 | -0.53 | -1.23 |
| 2020 | -14.21 | 29.04 | 5.89 | 9.63 |
| 2019 | 19.17 | 5.47 | -2.67 | 8.24 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.95 | 14.91 | -30.24 | 2.34 | 28.52 | 32.41 | 4.08 | 27.76 | 3.15 | 5.95 | 9.11 |
| % Total Return Rel to Index | -1.60 | -11.33 | -12.03 | -26.34 | 10.12 | 0.92 | 8.47 | 5.96 | -8.78 | 4.56 | -4.52 |
| % Total Return Rel to Peer | -0.68 | -11.21 | -5.37 | -12.49 | 2.73 | 7.20 | 8.49 | 8.52 | -0.35 | 5.77 | 3.46 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 5.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.10 | 0.00 | 0.65 | 0.50 | 0.70 | 0.80 | 0.66 | 0.52 | 0.86 | 0.96 |
| Expense Ratio | 0.00 | 0.01 | 1.95 | 1.92 | 1.94 | 1.95 | 1.95 | 1.95 | 1.95 | 0.05 | 1.95 |
* 1 = Top 20%, 5 = Bottom 20%