Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLCAX (FEDERATED KAUFMANN LARGE CAP FUND CLASS A SHARES) | 14.58% | 29.84% | 25.22% | 11.38% | 14.59% | 14.03% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLCAX (FEDERATED KAUFMANN LARGE CAP FUND CLASS A SHARES) | 12/07/2007 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.85 | 29.84 | 25.22 | 11.38 | 14.59 | 14.03 | NA | … | … | 14.58 | -12.36 | -10.66 | -0.70 | -45.21 | -1.77 | 23.69 | 37.78 | -0.14 | 23.26 | 4.32 | 2.89 | 11.84 | 37.26 | 26.04 | -6.10 | 22.40 | 40.12 | -33.71 | 0.00 |
| Sharpe Ratio | NA | 1.75 | 1.21 | 0.41 | 0.63 | NA | NA | … | … | 1.83 | -0.41 | -0.45 | -0.16 | -1.19 | -0.08 | 0.68 | 2.44 | -0.07 | 2.69 | 0.26 | 0.18 | 0.80 | 2.79 | 1.60 | -0.23 | 1.22 | 1.28 | -0.87 | 0.00 |
| Standard Deviation(%) | NA | 16.10 | 18.48 | 20.69 | 20.65 | NA | NA | … | … | 18.84 | 37.07 | 37.99 | 31.53 | 39.39 | 21.37 | 34.30 | 14.90 | 19.95 | 8.44 | 15.54 | 15.89 | 14.80 | 13.32 | 16.37 | 26.75 | 18.32 | 31.25 | 39.63 | NA |
| Draw Down(%) | NA | 15.53 | 21.98 | 36.86 | 36.86 | NA | NA | … | … | 12.70 | 31.23 | 31.66 | 24.94 | 46.18 | 19.46 | 34.03 | 7.23 | 20.73 | 2.97 | 15.55 | 13.58 | 9.15 | 6.94 | 13.61 | 23.76 | 12.46 | 26.56 | 48.67 | 0.00 |
| Yield(%) | 0.00 | 29.31 | 28.06 | 15.89 | 17.61 | 20.00 | 17.61 | … | … | 0.00 | 30.32 | 36.92 | 31.88 | 15.70 | 15.10 | 4.40 | 5.91 | 10.39 | 1.73 | 0.00 | 0.01 | 4.19 | 3.26 | 3.04 | 3.95 | 0.57 | 0.03 | 0.19 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCAX (FEDERATED KAUFMANN LARGE CAP FUND CLASS A SHARES) |
0.02%
Sep 2020 – Sep 2023 |
6.23%
Feb 2018 – Feb 2023 |
9.58%
Oct 2013 – Oct 2023 |
9.77%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCAX (FEDERATED KAUFMANN LARGE CAP FUND CLASS A SHARES) |
30.85%
Feb 2009 – Feb 2012 |
28.35%
Feb 2009 – Feb 2014 |
19.00%
Feb 2009 – Feb 2019 |
16.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart