Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAUBX (FEDERATED KAUFMANN FUND CLASS B SHARES) | NA | -11.91% | -2.72% | 4.39% | 9.70% | 6.26% | 9.36% | … | … |
Data as of 02/03/2023, Common starting date is 05/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAUBX (FEDERATED KAUFMANN FUND CLASS B SHARES) | 05/17/2001 | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | -11.91 | -2.72 | 4.39 | 9.70 | 6.26 | 9.36 | … | … | 5.65 | -30.58 | -10.54 | 26.90 | 29.41 | 3.59 | 27.27 | 2.34 | 5.29 | 8.59 | 39.79 | 16.82 | -14.18 | 17.98 | 28.95 | -42.52 | 20.91 | 13.83 | 10.10 | 13.66 | 44.18 | -21.69 | 4.10 |
| Sharpe Ratio | NA | -0.49 | -0.12 | 0.10 | 0.42 | NA | NA | … | … | 5.13 | -1.09 | -0.46 | 0.85 | 1.18 | 0.12 | 2.61 | 0.09 | 0.30 | 0.50 | 2.96 | 1.13 | -0.54 | 0.90 | 1.17 | -1.18 | 1.17 | 0.80 | 0.73 | 1.06 | 2.80 | -1.12 | 0.32 |
| Standard Deviation(%) | NA | 27.90 | 27.22 | 25.07 | 21.45 | NA | NA | … | … | 15.50 | 29.44 | 23.02 | 31.10 | 23.67 | 19.09 | 10.23 | 23.69 | 17.60 | 17.30 | 13.41 | 14.98 | 26.15 | 19.83 | 24.57 | 36.86 | 15.37 | 13.15 | 10.86 | 11.99 | 15.53 | 20.37 | 15.44 |
| Draw Down(%) | NA | 27.00 | 41.06 | 41.06 | 41.06 | NA | NA | … | … | 2.56 | 35.74 | 22.46 | 29.03 | 13.38 | 20.97 | 3.45 | 21.13 | 17.39 | 11.99 | 6.35 | 12.81 | 28.78 | 14.14 | 21.97 | 53.95 | 9.52 | 14.75 | 9.32 | 13.55 | 15.25 | 28.22 | 20.21 |
| Yield(%) | 0.00 | 0.00 | 8.07 | 11.14 | 13.34 | 8.48 | 13.77 | … | … | 0.00 | 0.00 | 12.17 | 10.73 | 17.54 | 17.01 | 15.62 | 11.49 | 16.69 | 17.24 | 18.49 | 9.44 | 1.80 | 0.07 | 0.00 | 0.00 | 11.54 | 13.42 | 6.37 | 6.00 | 1.25 | 0.00 | 7.79 |
Data as of 02/03/2023, 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 |
|---|---|---|---|---|
| KAUBX (FEDERATED KAUFMANN FUND CLASS B SHARES) |
-13.57%
Feb 2006 – Feb 2009 |
-3.74%
Feb 2004 – Feb 2009 |
3.85%
Dec 2001 – Dec 2011 |
5.38%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAUBX (FEDERATED KAUFMANN FUND CLASS B SHARES) |
28.03%
Mar 2003 – Mar 2006 |
21.34%
Feb 2016 – Feb 2021 |
16.54%
Sep 2011 – Sep 2021 |
11.67%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart