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KAUFX: FEDERATED KAUFMANN FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 5.31 0.06(1.12%) April 19
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (65%) |
Start Date: | 12/21/1987 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 1.91% |
Expenses | 2.51% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/11/1990 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.2 | 1.0 | 11.2 | -5.8 | 3.6 | 8.7 | 11.4 | 8.1 | 11.3 | 14.9 | -30.3 | 2.5 | 28.5 | 32.3 | 4.2 | 27.7 | 4.2 | 5.8 | 9.1 | 40.5 | 17.3 | -13.7 | 18.8 | 29.7 | -42.2 | 21.4 | 14.7 | 10.8 | 14.3 | 45.1 | -21.4 | 7.8 | 9.9 | 26.3 | 0.7 | 12.6 | 20.9 | 36.9 | 9.0 | 18.2 | 11.3 | 79.5 | -6.1 | 46.8 | 58.6 | 0.0 |
Sharpe Ratio | NA | 1.11 | 1.08 | -0.3 | 0.1 | 0.4 | NA | NA | 0.57 | 0.75 | -1.08 | 0.13 | 0.93 | 1.46 | 0.15 | 2.71 | 0.17 | 0.33 | 0.53 | 2.97 | 1.16 | -0.53 | 0.95 | 1.18 | -1.18 | 1.21 | 0.88 | 0.8 | 1.11 | 2.88 | -1.11 | 0.33 | 0.17 | 1.22 | -0.13 | 0.6 | 1.26 | 2.65 | 0.44 | 1.5 | 0.62 | 5.1 | -0.52 | 2.42 | 2.05 | -0.09 |
Draw Down(%) | NA | 3.3 | 14.3 | 40.8 | 40.8 | 40.8 | NA | NA | 54.7 | 14.3 | 35.5 | 16.2 | 29.1 | 10.7 | 21.0 | 3.4 | 21.1 | 17.4 | 11.8 | 6.6 | 12.7 | 28.7 | 13.9 | 22.2 | 53.6 | 9.6 | 14.6 | 9.0 | 13.3 | 14.9 | 27.9 | 20.0 | 29.6 | 15.2 | 34.9 | 14.3 | 15.8 | 8.3 | 15.4 | 10.5 | 20.9 | 7.0 | 33.0 | 13.5 | 15.6 | 4.3 |
Standard Deviation(%) | NA | 15.0 | 14.3 | 21.2 | 23.7 | 20.9 | NA | NA | 19.8 | 14.3 | 29.5 | 19.1 | 30.4 | 21.1 | 18.9 | 10.0 | 23.0 | 17.7 | 17.3 | 13.6 | 15.0 | 26.1 | 19.7 | 25.0 | 36.6 | 15.3 | 13.1 | 10.8 | 12.0 | 15.4 | 20.3 | 17.2 | 34.1 | 18.9 | 20.1 | 15.1 | 13.7 | 12.5 | 13.6 | 10.7 | 14.4 | 14.8 | 22.0 | 17.0 | 26.1 | 37.7 |
Treynor Ratio | NA | 0.17 | 0.18 | -0.08 | 0.03 | 0.1 | NA | NA | 0.13 | 0.14 | -0.37 | 0.03 | 0.36 | 0.36 | 0.03 | 0.26 | 0.04 | 0.06 | 0.08 | 0.42 | 0.2 | -0.15 | 0.22 | 0.37 | -0.57 | 0.22 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | -0.02 | -0.01 | 0.0 | NA | NA | 0.04 | -0.01 | -0.03 | -0.06 | 0.01 | 0.02 | 0.04 | 0.02 | 0.0 | 0.03 | -0.02 | 0.03 | 0.01 | -0.05 | -0.02 | -0.01 | -0.03 | 0.02 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.95 | 0.85 | 0.84 | 0.82 | 0.87 | NA | NA | 0.84 | 0.75 | 0.86 | 0.91 | 0.77 | 0.87 | 0.98 | 1.05 | 1.01 | 1.02 | 1.15 | 0.97 | 0.87 | 0.9 | 0.86 | 0.8 | 0.76 | 0.83 | 0.82 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.82 | 0.78 | 0.82 | 0.74 | 0.72 | NA | NA | 0.46 | 0.77 | 0.88 | 0.75 | 0.81 | 0.32 | 0.89 | 0.74 | 0.48 | 0.82 | 0.83 | 0.89 | 0.89 | 0.94 | 0.93 | 0.91 | 0.93 | 0.87 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.1 | 3.5 | 6.5 | 9.4 | 14.1 | 8.8 | N/A | 2.2 | 0.0 | 9.1 | 8.3 | 13.9 | 14.2 | 13.3 | 10.1 | 14.9 | 15.7 | 17.2 | 8.9 | 1.8 | 0.6 | 0.3 | 0.0 | 11.2 | 13.1 | 6.2 | 5.8 | 1.1 | 0.0 | 8.5 | 37.6 | 17.6 | 10.6 | 3.5 | 5.2 | 2.7 | 0.0 | 1.4 | 0.0 | 5.3 | 0.0 | 0.0 | 0.0 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | N/A | -62.5 | -48.7 | 67.6 | 5.1 | N/A | N/A | N/A | -100.0 | 30.0 | -28.6 | -12.5 | 21.2 | 26.9 | -39.5 | -10.4 | 9.1 | 109.5 | 320.0 | 233.3 | 200.0 | N/A | -100.0 | -14.9 | 124.2 | 13.8 | 625.0 | N/A | -100.0 | -83.9 | 125.3 | 47.8 | 235.0 | -23.1 | 160.0 | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/1990
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