Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAUAX (FEDERATED KAUFMANN FUND CLASS A SHARES) | 5.92% | 11.74% | 14.69% | 2.97% | 10.33% | 10.27% | 8.76% | … | … |
Data as of 06/03/2026, Common starting date is 05/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAUAX (FEDERATED KAUFMANN FUND CLASS A SHARES) | 05/17/2001 | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 11.74 | 14.69 | 2.97 | 10.33 | 10.27 | 8.76 | … | … | 5.92 | 11.61 | 16.04 | 14.92 | -30.24 | 2.48 | 28.64 | 32.15 | 4.24 | 27.71 | 4.37 | 5.81 | 9.15 | 40.36 | 17.31 | -11.97 | 18.54 | 29.69 | -42.03 | 21.40 | 14.68 | 10.85 | 14.31 | 45.08 | -21.41 | 4.34 |
| Sharpe Ratio | NA | 0.66 | 0.66 | 0.01 | 0.42 | NA | NA | … | … | 0.62 | 0.39 | 0.78 | 0.79 | -1.07 | 0.13 | 0.94 | 1.45 | 0.15 | 2.68 | 0.18 | 0.33 | 0.53 | 2.99 | 1.16 | -0.46 | 0.94 | 1.19 | -1.17 | 1.20 | 0.81 | 0.79 | 1.09 | 2.89 | -1.11 | 0.35 |
| Standard Deviation(%) | NA | 16.93 | 18.61 | 20.90 | 21.35 | NA | NA | … | … | 20.40 | 22.32 | 15.97 | 14.42 | 29.78 | 19.49 | 30.02 | 21.13 | 19.16 | 10.13 | 22.94 | 17.69 | 17.22 | 13.48 | 14.97 | 26.03 | 19.67 | 24.87 | 36.63 | 15.32 | 13.93 | 10.93 | 12.18 | 15.37 | 20.24 | 15.02 |
| Draw Down(%) | NA | 14.88 | 24.20 | 40.87 | 40.87 | NA | NA | … | … | 13.23 | 22.66 | 9.09 | 14.50 | 35.63 | 16.12 | 29.03 | 10.67 | 20.92 | 3.62 | 20.98 | 17.44 | 11.83 | 6.40 | 12.75 | 28.69 | 14.15 | 21.98 | 53.46 | 9.46 | 14.65 | 8.96 | 13.37 | 14.89 | 27.70 | 20.00 |
| Yield(%) | 0.00 | 10.36 | 9.07 | 5.67 | 9.86 | 9.99 | 8.54 | … | … | 0.00 | 10.88 | 11.97 | 2.16 | 0.00 | 9.17 | 8.29 | 14.04 | 14.15 | 13.31 | 10.02 | 14.92 | 15.77 | 17.19 | 8.88 | 3.32 | 0.72 | 0.24 | 0.00 | 11.13 | 13.07 | 6.25 | 5.93 | 1.25 | 0.00 | 7.79 |
Data as of 06/03/2026, Common starting date is 05/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAUAX (FEDERATED KAUFMANN FUND CLASS A SHARES) |
-12.96%
Feb 2006 – Feb 2009 |
-3.12%
Feb 2004 – Feb 2009 |
4.67%
Dec 2001 – Dec 2011 |
6.35%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAUAX (FEDERATED KAUFMANN FUND CLASS A SHARES) |
28.73%
Mar 2003 – Mar 2006 |
22.85%
Feb 2016 – Feb 2021 |
17.78%
Sep 2011 – Sep 2021 |
12.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart