Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKBSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS B SHARES) | NA | -8.09% | 2.13% | 8.90% | 12.45% | 9.34% | 12.70% | … | … |
Data as of 02/03/2023, Common starting date is 12/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKBSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS B SHARES) | 12/20/2002 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | -8.09 | 2.13 | 8.90 | 12.45 | 9.34 | 12.70 | … | … | 11.31 | -31.83 | 1.89 | 42.51 | 32.62 | 6.64 | 37.08 | 5.17 | 4.40 | 5.06 | 39.59 | 20.61 | -14.65 | 31.11 | 35.82 | -44.00 | 9.55 | 12.88 | 9.20 | 22.44 | 81.10 | 0.20 |
| Sharpe Ratio | NA | -0.31 | 0.05 | 0.28 | 0.54 | NA | NA | … | … | 12.14 | -1.01 | 0.08 | 1.30 | 2.03 | 0.26 | 3.10 | 0.24 | 0.25 | 0.27 | 2.76 | 1.10 | -0.49 | 1.44 | 1.16 | -1.08 | 0.36 | 0.65 | 0.51 | 1.36 | 4.65 | 1.20 |
| Standard Deviation(%) | NA | 31.61 | 30.00 | 25.81 | 21.81 | NA | NA | … | … | 18.14 | 33.04 | 23.09 | 32.41 | 15.34 | 20.01 | 11.81 | 20.48 | 17.80 | 18.57 | 14.34 | 18.86 | 29.71 | 21.56 | 30.70 | 41.58 | 17.63 | 14.53 | 13.48 | 15.82 | 17.31 | 6.59 |
| Draw Down(%) | NA | 28.73 | 45.34 | 45.34 | 45.34 | NA | NA | … | … | 2.68 | 37.76 | 17.93 | 35.02 | 11.49 | 22.88 | 4.24 | 24.82 | 18.52 | 16.35 | 7.67 | 14.61 | 33.03 | 16.22 | 29.27 | 57.66 | 12.04 | 17.77 | 11.08 | 17.41 | 13.05 | 0.70 |
| Yield(%) | 0.00 | 0.00 | 4.39 | 5.05 | 9.17 | 7.15 | 14.92 | … | … | 0.00 | 0.00 | 9.53 | 0.21 | 0.28 | 7.41 | 9.47 | 0.93 | 9.20 | 20.40 | 21.75 | 8.08 | 6.54 | 0.16 | 0.00 | 0.00 | 3.55 | 5.33 | 1.60 | 6.21 | 2.43 | 0.00 |
Data as of 02/03/2023, 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 |
|---|---|---|---|---|
| FKBSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS B SHARES) |
-19.16%
Feb 2006 – Feb 2009 |
-6.67%
Feb 2004 – Feb 2009 |
4.15%
Feb 2006 – Feb 2016 |
7.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKBSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS B SHARES) |
40.56%
Mar 2003 – Mar 2006 |
30.30%
Feb 2016 – Feb 2021 |
20.46%
Sep 2011 – Sep 2021 |
14.56%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart