Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAUIX (FEDERATED KAUFMANN FUND INSTITUTIONAL SHARES) | 6.19% | 12.35% | 15.25% | 3.51% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAUIX (FEDERATED KAUFMANN FUND INSTITUTIONAL SHARES) | 12/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 12.35 | 15.25 | 3.51 | NA | NA | NA | … | … | 6.19 | 4.44 | 6.35 | 13.37 | -29.97 | -6.09 | 20.75 | 33.09 | 4.55 | 28.52 | 0.00 |
| Sharpe Ratio | NA | 0.71 | 0.69 | 0.03 | NA | NA | NA | … | … | 0.66 | 0.07 | -0.01 | 0.64 | -1.05 | -0.29 | 0.70 | 1.51 | 0.17 | 2.78 | NA |
| Standard Deviation(%) | NA | 16.79 | 18.56 | 20.87 | NA | NA | NA | … | … | 20.13 | 24.00 | 19.43 | 14.49 | 29.82 | 21.23 | 29.25 | 21.05 | 18.99 | 10.06 | 0.00 |
| Draw Down(%) | NA | 14.68 | 23.93 | 40.54 | NA | NA | NA | … | … | 13.14 | 22.47 | 15.93 | 14.23 | 35.45 | 19.23 | 28.98 | 10.46 | 20.93 | 3.43 | 0.00 |
| Yield(%) | 0.00 | 9.74 | 8.66 | 5.49 | 9.43 | 6.29 | 4.72 | … | … | 0.00 | 10.25 | 11.42 | 2.07 | 0.00 | 8.90 | 8.12 | 13.85 | 14.02 | 13.29 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAUIX (FEDERATED KAUFMANN FUND INSTITUTIONAL SHARES) |
-7.08%
Oct 2020 – Oct 2023 |
0.88%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAUIX (FEDERATED KAUFMANN FUND INSTITUTIONAL SHARES) |
21.69%
Oct 2018 – Oct 2021 |
14.55%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart