Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKKSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS R SHARES) | 8.03% | 16.91% | 11.86% | 0.11% | 12.56% | 11.40% | 9.41% | … | … |
Data as of 06/05/2026, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKKSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS R SHARES) | 11/16/2005 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.78 | 16.91 | 11.86 | 0.11 | 12.56 | 11.40 | 9.41 | … | … | 8.03 | 11.14 | 8.81 | 14.51 | -31.40 | 2.59 | 43.48 | 33.47 | 7.37 | 37.90 | 5.83 | 4.93 | 5.70 | 40.44 | 21.29 | -14.10 | 31.66 | 36.58 | -43.70 | 10.18 | 13.45 | 6.50 |
| Sharpe Ratio | NA | 1.01 | 0.49 | -0.06 | 0.51 | NA | NA | … | … | 1.10 | 0.34 | 0.28 | 0.61 | -0.99 | 0.11 | 1.33 | 2.09 | 0.30 | 3.18 | 0.27 | 0.28 | 0.31 | 2.82 | 1.13 | -0.48 | 1.46 | 1.19 | -1.07 | 0.40 | 0.69 | 5.85 |
| Standard Deviation(%) | NA | 20.30 | 21.29 | 23.80 | 22.64 | NA | NA | … | … | 24.55 | 24.31 | 18.50 | 17.95 | 33.13 | 23.14 | 32.34 | 15.34 | 20.01 | 11.77 | 20.50 | 17.80 | 18.56 | 14.34 | 18.89 | 29.68 | 21.56 | 30.74 | 41.57 | 17.64 | 14.52 | 11.42 |
| Draw Down(%) | NA | 14.87 | 27.52 | 44.52 | 44.87 | NA | NA | … | … | 13.73 | 25.90 | 10.64 | 19.22 | 37.60 | 17.81 | 34.99 | 11.41 | 22.71 | 4.19 | 24.81 | 18.39 | 16.27 | 7.58 | 14.54 | 32.88 | 16.27 | 29.22 | 57.46 | 11.97 | 17.67 | 2.01 |
| Yield(%) | 0.00 | 18.64 | 9.42 | 5.24 | 9.40 | 9.32 | 8.14 | … | … | 0.00 | 18.98 | 6.69 | 0.17 | 0.00 | 7.98 | 0.18 | 0.33 | 6.40 | 8.30 | 0.82 | 8.25 | 18.79 | 20.42 | 7.66 | 6.26 | 0.00 | 0.00 | 0.00 | 3.47 | 5.25 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKKSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS R SHARES) |
-18.73%
Feb 2006 – Feb 2009 |
-2.02%
Mar 2021 – Mar 2026 |
4.73%
Feb 2006 – Feb 2016 |
8.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKKSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS R SHARES) |
31.56%
Feb 2016 – Feb 2019 |
31.15%
Feb 2016 – Feb 2021 |
21.21%
Sep 2011 – Sep 2021 |
15.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart