Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KAUFX (FEDERATED KAUFMANN FUND CLASS R SHARES) | 7.94% | 15.75% | 12.55% | 3.92% | 8.41% | 11.05% | 8.95% | 13.62% |
Data as of 06/24/2025, AR inception is 12/21/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAUFX (FEDERATED KAUFMANN FUND CLASS R SHARES) | 12/21/1987 | 06/24/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.75 | 15.75 | 12.55 | 3.92 | 8.41 | 11.05 | 8.95 | 13.62 | 7.94 | 5.32 | 12.63 | -30.30 | -6.94 | 20.00 | 32.31 | 4.24 | 27.66 | 4.20 | 5.80 | 9.14 | 40.54 | 17.31 | -13.75 | 18.77 | 29.69 | -42.22 | 21.40 | 14.66 | 10.85 | 14.31 | 45.08 | -21.41 | 7.85 | 9.86 | 26.34 | 0.72 | 12.56 | 20.91 | 36.89 | 8.99 | 18.18 | 11.32 | 79.55 | -6.13 | 46.85 | 58.57 | 0.02 |
| Sharpe Ratio | NA | 0.45 | 0.56 | 0.06 | 0.31 | NA | NA | 0.56 | 0.27 | -0.06 | 0.59 | -1.07 | -0.32 | 0.67 | 1.46 | 0.16 | 2.71 | 0.17 | 0.33 | 0.53 | 2.97 | 1.16 | -0.53 | 0.95 | 1.18 | -1.18 | 1.21 | 0.88 | 0.80 | 1.11 | 2.88 | -1.11 | 0.33 | 0.17 | 1.22 | -0.13 | 0.60 | 1.26 | 2.65 | 0.44 | 1.50 | 0.62 | 5.10 | -0.52 | 2.42 | 2.05 | -0.09 |
| Standard Deviation(%) | NA | 23.22 | 19.43 | 21.84 | 21.61 | NA | NA | 19.89 | 28.67 | 19.79 | 14.44 | 29.71 | 21.44 | 29.23 | 21.14 | 18.94 | 10.02 | 22.95 | 17.70 | 17.26 | 13.64 | 14.98 | 26.13 | 19.68 | 24.98 | 36.59 | 15.31 | 13.06 | 10.84 | 12.02 | 15.44 | 20.34 | 17.15 | 34.09 | 18.91 | 20.07 | 15.12 | 13.70 | 12.48 | 13.56 | 10.70 | 14.35 | 14.79 | 22.05 | 17.03 | 26.15 | 37.71 |
| Draw Down(%) | NA | 24.11 | 24.11 | 40.76 | 40.76 | NA | NA | 54.66 | 22.58 | 16.44 | 14.29 | 35.52 | 19.68 | 29.10 | 10.65 | 21.00 | 3.44 | 21.06 | 17.41 | 11.81 | 6.55 | 12.75 | 28.69 | 13.95 | 22.19 | 53.61 | 9.60 | 14.65 | 8.96 | 13.35 | 14.89 | 27.87 | 20.00 | 29.64 | 15.18 | 34.87 | 14.31 | 15.76 | 8.33 | 15.36 | 10.46 | 20.86 | 7.02 | 32.98 | 13.45 | 15.57 | 4.29 |
| Yield(%) | 0.00 | 10.88 | 5.08 | 5.73 | 8.18 | 11.36 | 9.01 | 56.27 | 0.00 | 11.95 | 2.16 | 0.00 | 9.15 | 8.28 | 14.02 | 14.12 | 13.29 | 10.00 | 14.90 | 15.74 | 17.19 | 8.88 | 1.71 | 0.72 | 0.24 | 0.00 | 11.12 | 13.07 | 6.25 | 5.92 | 1.25 | 0.00 | 8.38 | 37.61 | 17.48 | 10.50 | 3.55 | 5.22 | 2.57 | 0.00 | 1.20 | 0.00 | 5.59 | 0.00 | 0.00 | 0.00 | 1.41 |
Data as of 06/24/2025, AR inception is 12/21/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAUFX (FEDERATED KAUFMANN FUND CLASS R SHARES) |
-13.11%
Feb 2006 - Feb 2009 |
-3.18%
Feb 2004 - Feb 2009 |
3.11%
Feb 2000 - Feb 2010 |
6.00%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAUFX (FEDERATED KAUFMANN FUND CLASS R SHARES) |
38.75%
Oct 1990 - Oct 1993 |
33.53%
Jan 1988 - Jan 1993 |
26.00%
Mar 1988 - Mar 1998 |
17.78%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart