Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAUCX (FEDERATED KAUFMANN FUND CLASS C SHARES) | 3.39% | 8.08% | 13.21% | 1.55% | 9.49% | 9.53% | 7.96% | … | … |
Data as of 06/05/2026, Common starting date is 05/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAUCX (FEDERATED KAUFMANN FUND CLASS C SHARES) | 05/17/2001 | 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 8.08 | 13.21 | 1.55 | 9.49 | 9.53 | 7.96 | … | … | 3.39 | -2.42 | 0.00 | 11.04 | -30.50 | -10.58 | 16.92 | 31.60 | 3.59 | 27.29 | 3.93 | 5.36 | 8.61 | 39.84 | 16.57 | -14.18 | 17.78 | 29.24 | -42.52 | 20.69 | 14.04 | 10.08 | 13.66 | 44.18 | -21.69 | 4.10 |
| Sharpe Ratio | NA | 0.32 | 0.53 | -0.03 | 0.36 | NA | NA | … | … | 0.27 | -0.20 | -0.29 | 0.46 | -1.07 | -0.46 | 0.56 | 1.23 | 0.12 | 2.66 | 0.15 | 0.30 | 0.50 | 2.94 | 1.12 | -0.54 | 0.89 | 1.18 | -1.18 | 1.15 | 0.83 | 0.73 | 1.06 | 2.79 | -1.12 | 0.32 |
| Standard Deviation(%) | NA | 17.22 | 18.68 | 20.97 | 22.10 | NA | NA | … | … | 20.49 | 26.94 | 22.77 | 14.80 | 29.84 | 23.07 | 29.64 | 24.65 | 19.04 | 10.06 | 24.79 | 17.62 | 17.12 | 13.52 | 14.89 | 26.12 | 19.78 | 24.73 | 36.68 | 15.43 | 13.05 | 10.80 | 12.00 | 15.60 | 20.33 | 15.35 |
| Draw Down(%) | NA | 14.95 | 24.26 | 40.96 | 40.96 | NA | NA | … | … | 13.30 | 22.73 | 20.17 | 14.40 | 35.68 | 22.54 | 29.08 | 13.41 | 21.02 | 3.65 | 21.22 | 17.39 | 11.99 | 6.53 | 12.81 | 28.78 | 14.14 | 21.97 | 53.78 | 9.52 | 14.75 | 9.32 | 13.55 | 15.25 | 28.22 | 20.21 |
| Yield(%) | 0.00 | 15.32 | 12.66 | 7.40 | 11.26 | 10.62 | 8.67 | … | … | 0.00 | 16.13 | 16.89 | 3.00 | 0.00 | 12.22 | 10.75 | 17.58 | 17.05 | 15.62 | 11.52 | 16.69 | 17.24 | 18.49 | 9.46 | 1.80 | 0.13 | 0.00 | 0.00 | 11.54 | 13.40 | 6.37 | 6.00 | 1.25 | 0.00 | 7.79 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| KAUCX (FEDERATED KAUFMANN FUND CLASS C SHARES) |
-13.57%
Feb 2006 – Feb 2009 |
-3.74%
Feb 2004 – Feb 2009 |
3.86%
Dec 2001 – Dec 2011 |
5.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAUCX (FEDERATED KAUFMANN FUND CLASS C SHARES) |
28.03%
Mar 2003 – Mar 2006 |
22.35%
Feb 2016 – Feb 2021 |
17.01%
Sep 2011 – Sep 2021 |
12.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart