Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKAIX (FEDERATED KAUFMANN SMALL CAP FUND INSTITUTIONAL SHARES) | 10.78% | 20.78% | 13.22% | 1.57% | 13.42% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKAIX (FEDERATED KAUFMANN SMALL CAP FUND INSTITUTIONAL SHARES) | 12/31/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 20.78 | 13.22 | 1.57 | 13.42 | NA | NA | … | … | 10.78 | -3.80 | 9.25 | 15.03 | -31.09 | 3.04 | 44.07 | 34.05 | 7.82 | 38.46 | 6.27 | 0.00 |
| Sharpe Ratio | NA | 1.04 | 0.51 | -0.05 | 0.53 | NA | NA | … | … | 1.12 | -0.23 | 0.30 | 0.64 | -0.98 | 0.13 | 1.35 | 2.12 | 0.32 | 3.21 | 0.30 | NA |
| Standard Deviation(%) | NA | 20.28 | 21.28 | 23.80 | 22.64 | NA | NA | … | … | 24.52 | 29.62 | 18.49 | 17.96 | 33.12 | 23.15 | 32.35 | 15.35 | 19.99 | 11.83 | 20.44 | 0.00 |
| Draw Down(%) | NA | 14.75 | 27.41 | 44.36 | 44.53 | NA | NA | … | … | 13.66 | 25.83 | 10.62 | 19.12 | 37.46 | 17.73 | 34.98 | 11.34 | 22.63 | 4.18 | 24.76 | 0.00 |
| Yield(%) | 0.00 | 18.14 | 9.42 | 5.40 | 9.72 | 6.22 | 4.67 | … | … | 0.00 | 18.41 | 6.98 | 0.49 | 0.00 | 7.85 | 0.17 | 0.68 | 6.36 | 8.30 | 0.82 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKAIX (FEDERATED KAUFMANN SMALL CAP FUND INSTITUTIONAL SHARES) |
-8.44%
Jan 2021 – Jan 2024 |
-1.58%
Mar 2021 – Mar 2026 |
12.49%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKAIX (FEDERATED KAUFMANN SMALL CAP FUND INSTITUTIONAL SHARES) |
32.10%
Feb 2016 – Feb 2019 |
31.69%
Feb 2016 – Feb 2021 |
14.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart