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Federated Hermes Kaufmann Fund Class R: (MF: KAUFX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$5.54 USD
+0.09 (1.65%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.84 | 48 |
| 3 months | -8.84 | 48 |
| 6 months | -8.64 | 86 |
| 1 Year | -2.59 | 83 |
| 3 Year | 0.31 | 83 |
| 5 Year | 5.45 | 88 |
| 10 Year | 7.20 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 162.95 |
| Bear Market (10/07 - 2/09) | -51.04 |
| Bull Market (2/09 - 3/21) | 584.11 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -2.59 |
| 5 Year | 5.45 |
| 10 Year | 7.20 |
| Since Inception | 11.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.84 | NA | NA | NA |
| 2024 | 8.93 | -0.52 | 7.19 | 0.21 |
| 2023 | 1.71 | 5.89 | -4.77 | 12.00 |
| 2022 | -15.82 | -18.79 | -1.74 | 3.77 |
| 2021 | -3.75 | 8.22 | -0.53 | -1.23 |
| 2020 | -14.33 | 29.18 | 5.87 | 9.65 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.84 | 16.41 | 14.88 | -30.29 | 2.33 | 28.48 | 32.55 | 4.07 | 27.70 | 3.14 | 5.94 |
| % Total Return Rel to Index | -4.57 | -8.61 | -11.36 | -12.09 | -26.35 | 10.08 | 1.06 | 8.46 | 5.91 | -8.79 | 4.55 |
| % Total Return Rel to Peer | -1.47 | -5.60 | -11.24 | -5.43 | -12.49 | 2.69 | 7.34 | 8.48 | 8.46 | -0.35 | 5.76 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 3.00 | 5.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.62 | 0.10 | 0.00 | 0.65 | 0.49 | 0.70 | 0.80 | 0.66 | 0.52 | 0.86 |
| Expense Ratio | 0.00 | 1.95 | 0.26 | 1.95 | 1.95 | 1.95 | 1.95 | 1.95 | 1.95 | 1.95 | 0.29 |
* 1 = Top 20%, 5 = Bottom 20%