Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKALX (FEDERATED KAUFMANN SMALL CAP FUND CLASS R6 SHARES) | 8.25% | 17.45% | 12.36% | 0.57% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKALX (FEDERATED KAUFMANN SMALL CAP FUND CLASS R6 SHARES) | 09/05/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | 17.45 | 12.36 | 0.57 | NA | NA | NA | … | … | 8.25 | 11.63 | 9.28 | 15.04 | -31.08 | 3.07 | 44.07 | 34.07 | 7.83 | 12.79 |
| Sharpe Ratio | NA | 1.04 | 0.51 | -0.04 | NA | NA | NA | … | … | 1.12 | 0.36 | 0.31 | 0.64 | -0.98 | 0.13 | 1.35 | 2.12 | 0.32 | 4.35 |
| Standard Deviation(%) | NA | 20.29 | 21.29 | 23.80 | NA | NA | NA | … | … | 24.54 | 24.30 | 18.52 | 17.95 | 33.12 | 23.15 | 32.33 | 15.35 | 19.98 | 10.25 |
| Draw Down(%) | NA | 14.75 | 27.39 | 44.36 | NA | NA | NA | … | … | 13.65 | 25.82 | 10.63 | 19.13 | 37.45 | 17.73 | 34.97 | 11.32 | 22.62 | 3.10 |
| Yield(%) | 0.00 | 18.21 | 9.51 | 5.30 | 7.19 | 4.80 | 3.60 | … | … | 0.00 | 18.57 | 7.05 | 0.51 | 0.00 | 7.91 | 0.17 | 0.59 | 6.41 | 6.86 |
Data as of 06/05/2026, Common starting date is 09/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKALX (FEDERATED KAUFMANN SMALL CAP FUND CLASS R6 SHARES) |
-8.43%
Jan 2021 – Jan 2024 |
-1.57%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKALX (FEDERATED KAUFMANN SMALL CAP FUND CLASS R6 SHARES) |
28.15%
Oct 2018 – Oct 2021 |
9.81%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart