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KAUAX: FEDERATED KAUFMANN FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 5.67 0.09(1.61%) May 15
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (49%) |
Start Date: | 05/17/2001 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 2.03% |
Expenses | 2.51% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/17/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 8.0 | 17.8 | -1.5 | 5.0 | 9.6 | 11.8 | 9.0 | 8.5 | 14.9 | -30.2 | 2.5 | 28.6 | 32.2 | 4.2 | 27.7 | 4.4 | 5.8 | 9.2 | 40.4 | 17.3 | -12.0 | 18.5 | 29.7 | -42.0 | 21.4 | 14.7 | 10.8 | 14.3 | 45.1 | -21.4 | 4.3 |
Sharpe Ratio | NA | 0.98 | 0.85 | -0.24 | 0.12 | 0.4 | NA | NA | 0.37 | 0.75 | -1.07 | 0.13 | 0.94 | 1.46 | 0.15 | 2.69 | 0.18 | 0.33 | 0.53 | 2.99 | 1.16 | -0.46 | 0.94 | 1.19 | -1.17 | 1.21 | 0.82 | 0.79 | 1.1 | 2.89 | -1.11 | 0.36 |
Draw Down(%) | NA | 7.3 | 14.5 | 40.9 | 40.9 | 40.9 | NA | NA | 54.5 | 14.5 | 35.6 | 16.1 | 29.0 | 10.7 | 20.9 | 3.6 | 21.0 | 17.4 | 11.8 | 6.4 | 12.7 | 28.7 | 14.1 | 22.0 | 53.5 | 9.5 | 14.6 | 9.0 | 13.4 | 14.9 | 27.7 | 20.0 |
Standard Deviation(%) | NA | 15.0 | 14.5 | 21.2 | 23.7 | 20.9 | NA | NA | 20.3 | 14.4 | 29.6 | 19.4 | 30.2 | 21.1 | 19.2 | 10.1 | 22.9 | 17.7 | 17.2 | 13.5 | 15.0 | 26.0 | 19.7 | 24.9 | 36.6 | 15.3 | 13.9 | 10.9 | 12.2 | 15.4 | 20.2 | 15.0 |
Treynor Ratio | NA | 0.15 | 0.14 | -0.06 | 0.03 | 0.1 | NA | NA | 0.09 | 0.14 | -0.37 | 0.02 | 0.37 | 0.36 | 0.03 | 0.26 | 0.04 | 0.06 | 0.08 | 0.42 | 0.2 | -0.13 | 0.21 | 0.37 | -0.57 | 0.22 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | -0.01 | -0.02 | -0.02 | 0.0 | NA | NA | 0.01 | -0.01 | -0.03 | -0.06 | 0.01 | 0.02 | 0.04 | 0.02 | 0.0 | 0.03 | -0.02 | 0.03 | 0.01 | -0.04 | -0.02 | -0.01 | -0.03 | 0.02 | 0.03 | NA | NA | NA | NA | NA |
Beta | NA | 0.96 | 0.88 | 0.86 | 0.83 | 0.88 | NA | NA | 0.84 | 0.75 | 0.86 | 0.98 | 0.77 | 0.85 | 0.99 | 1.06 | 1.0 | 1.02 | 1.15 | 0.96 | 0.87 | 0.89 | 0.86 | 0.79 | 0.76 | 0.83 | 0.83 | NA | NA | NA | NA | NA |
RSquared | NA | 0.83 | 0.8 | 0.85 | 0.75 | 0.73 | NA | NA | 0.71 | 0.77 | 0.88 | 0.85 | 0.81 | 0.31 | 0.89 | 0.74 | 0.47 | 0.82 | 0.83 | 0.88 | 0.88 | 0.95 | 0.93 | 0.91 | 0.93 | 0.86 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.0 | 3.7 | 6.5 | 9.8 | 13.4 | 9.6 | 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 | 3.4 | 0.6 | 0.3 | 0.0 | 11.2 | 13.1 | 6.2 | 5.8 | 1.1 | 0.0 | 7.9 |
Dividend Growth(%) | N/A | -100.0 | N/A | -62.3 | -48.4 | 63.5 | N/A | 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 | 121.1 | 533.3 | 200.0 | N/A | -100.0 | -14.9 | 124.2 | 13.8 | 625.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/2001
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