Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KAUAX (FEDERATED KAUFMANN FUND CLASS A SHARES) | 0.00% | -2.47% | 3.98% | -1.78% | 5.22% | 8.18% | 7.41% | 7.53% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAUAX (FEDERATED KAUFMANN FUND CLASS A SHARES) | 05/17/2001 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 05/17/2001.
AR inception is since 05/17/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 5.14 | -2.47 | 3.98 | -1.78 | 5.22 | 8.18 | 7.41 | 7.53 | 0.00 | 5.14 | 12.66 | -30.24 | -6.96 | 20.07 | 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 | -0.26 | -0.05 | -0.17 | 0.15 | NA | NA | 0.29 | -0.09 | -0.07 | 0.58 | -1.07 | -0.33 | 0.68 | 1.46 | 0.15 | 2.69 | 0.18 | 0.33 | 0.53 | 2.99 | 1.16 | -0.46 | 0.94 | 1.19 | -1.17 | 1.21 | 0.82 | 0.79 | 1.10 | 2.89 | -1.11 | 0.36 |
| Standard Deviation(%) | NA | 25.94 | 22.13 | 22.67 | 21.97 | NA | NA | 20.56 | 32.92 | 19.75 | 14.51 | 29.78 | 21.45 | 29.07 | 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 | 31.32 | 31.32 | 46.32 | 46.32 | NA | NA | 54.51 | 22.66 | 16.49 | 14.50 | 35.63 | 19.73 | 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 | 0.00 | 0.00 | 0.00 | 5.69 | 8.33 | 7.71 | 7.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
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 |
4.30%
Mar 2015 - Mar 2025 |
5.19%
Oct 2007 - Oct 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 |
22.13%
Feb 2009 - Feb 2014 |
17.11%
Feb 2009 - Feb 2019 |
12.53%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart