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Federated Hermes Kaufmann Fund A Shares: (MF: KAUAX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$5.46 USD
-0.03 (-0.55%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.87 | 49 |
| 3 months | -8.87 | 49 |
| 6 months | -8.83 | 87 |
| 1 Year | -2.78 | 84 |
| 3 Year | 0.25 | 83 |
| 5 Year | 5.42 | 89 |
| 10 Year | 7.19 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 162.98 |
| Bear Market (10/07 - 2/09) | -51.03 |
| Bull Market (2/09 - 3/21) | 584.49 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -7.84 |
| 5 Year | 4.29 |
| 10 Year | 6.62 |
| Since Inception | 10.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.87 | NA | NA | NA |
| 2024 | 8.95 | -0.69 | 7.39 | 0.05 |
| 2023 | 1.50 | 5.92 | -4.59 | 12.02 |
| 2022 | -15.71 | -18.82 | -1.75 | 3.78 |
| 2021 | -3.76 | 8.24 | -0.53 | -1.23 |
| 2020 | -14.21 | 29.04 | 5.89 | 9.63 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.87 | 16.24 | 14.91 | -30.24 | 2.34 | 28.52 | 32.41 | 4.08 | 27.76 | 3.15 | 5.95 |
| % Total Return Rel to Index | -4.61 | -8.77 | -11.33 | -12.03 | -26.34 | 10.12 | 0.92 | 8.47 | 5.96 | -8.78 | 4.56 |
| % Total Return Rel to Peer | -1.50 | -5.76 | -11.21 | -5.37 | -12.49 | 2.73 | 7.20 | 8.49 | 8.52 | -0.35 | 5.77 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 3.00 | 5.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.62 | 0.10 | 0.00 | 0.65 | 0.50 | 0.70 | 0.80 | 0.66 | 0.52 | 0.86 |
| Expense Ratio | 0.00 | 1.95 | 0.01 | 1.95 | 1.92 | 1.94 | 1.95 | 1.95 | 1.95 | 1.95 | 0.05 |
* 1 = Top 20%, 5 = Bottom 20%