Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKASX (FEDERATED KAUFMANN SMALL CAP FUND CLASS A SHARES) | 10.58% | 20.23% | 12.71% | 1.10% | 12.90% | 11.99% | 9.95% | … | … |
Data as of 06/03/2026, Common starting date is 12/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKASX (FEDERATED KAUFMANN SMALL CAP FUND CLASS A SHARES) | 12/20/2002 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 20.23 | 12.71 | 1.10 | 12.90 | 11.99 | 9.95 | … | … | 10.58 | 11.11 | 8.78 | 14.48 | -31.40 | 2.57 | 43.41 | 33.44 | 7.30 | 37.87 | 5.77 | 4.84 | 5.68 | 40.33 | 21.24 | -6.95 | 31.84 | 36.58 | -43.70 | 10.18 | 13.45 | 9.84 | 23.11 | 81.61 | 0.20 |
| Sharpe Ratio | NA | 1.01 | 0.48 | -0.06 | 0.51 | NA | NA | … | … | 1.10 | 0.34 | 0.28 | 0.61 | -0.99 | 0.11 | 1.33 | 2.08 | 0.30 | 3.16 | 0.27 | 0.27 | 0.31 | 2.81 | 1.13 | -0.23 | 1.47 | 1.19 | -1.07 | 0.40 | 0.69 | 0.56 | 1.40 | 4.68 | 1.20 |
| Standard Deviation(%) | NA | 20.34 | 21.30 | 23.81 | 22.70 | NA | NA | … | … | 24.57 | 24.35 | 18.50 | 17.96 | 33.11 | 23.60 | 32.34 | 15.35 | 20.03 | 11.84 | 20.50 | 17.78 | 18.55 | 14.36 | 18.91 | 30.57 | 21.54 | 30.71 | 41.59 | 17.65 | 14.55 | 13.47 | 15.85 | 17.30 | 6.59 |
| Draw Down(%) | NA | 14.88 | 27.52 | 44.51 | 44.86 | NA | NA | … | … | 13.74 | 25.89 | 10.65 | 19.23 | 37.58 | 17.82 | 34.99 | 11.40 | 22.74 | 4.21 | 24.80 | 18.43 | 16.27 | 7.59 | 14.55 | 32.85 | 16.12 | 29.22 | 57.46 | 12.00 | 17.67 | 10.98 | 17.29 | 13.05 | 0.70 |
| Yield(%) | 0.00 | 18.86 | 9.47 | 5.41 | 9.52 | 9.56 | 8.49 | … | … | 0.00 | 19.11 | 6.71 | 0.17 | 0.00 | 8.02 | 0.18 | 0.29 | 6.42 | 8.33 | 0.82 | 8.27 | 18.81 | 20.42 | 7.66 | 12.50 | 0.20 | 0.00 | 0.00 | 3.47 | 5.25 | 1.59 | 6.19 | 2.43 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/20/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKASX (FEDERATED KAUFMANN SMALL CAP FUND CLASS A SHARES) |
-18.73%
Feb 2006 – Feb 2009 |
-6.16%
Feb 2004 – Feb 2009 |
5.57%
Feb 2006 – Feb 2016 |
8.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKASX (FEDERATED KAUFMANN SMALL CAP FUND CLASS A SHARES) |
41.26%
Mar 2003 – Mar 2006 |
31.08%
Feb 2016 – Feb 2021 |
22.13%
Sep 2011 – Sep 2021 |
16.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart