Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLCCX (FEDERATED KAUFMANN LARGE CAP FUND CLASS C SHARES) | 14.05% | 28.31% | 24.16% | 10.28% | 13.63% | 13.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLCCX (FEDERATED KAUFMANN LARGE CAP FUND CLASS C SHARES) | 12/07/2007 | 06/04/2026 |
| 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 (%) | 0.72 | 28.31 | 24.16 | 10.28 | 13.63 | 13.21 | NA | … | … | 14.05 | 16.68 | 22.57 | 31.80 | -30.84 | 12.84 | 27.31 | 36.75 | -0.94 | 22.29 | 3.56 | 2.11 | 10.91 | 36.13 | 25.08 | -6.92 | 21.42 | 39.06 | -34.20 | 0.00 |
| Sharpe Ratio | NA | 1.71 | 1.17 | 0.37 | 0.58 | NA | NA | … | … | 1.87 | 0.61 | 1.15 | 1.99 | -1.09 | 0.78 | 0.78 | 2.37 | -0.12 | 2.57 | 0.22 | 0.13 | 0.73 | 2.70 | 1.54 | -0.26 | 1.17 | 1.25 | -0.89 | 0.00 |
| Standard Deviation(%) | NA | 16.16 | 18.49 | 20.69 | 20.66 | NA | NA | … | … | 18.74 | 22.55 | 16.49 | 14.28 | 29.73 | 16.44 | 34.66 | 14.89 | 19.94 | 8.46 | 15.48 | 15.93 | 14.83 | 13.35 | 16.42 | 26.73 | 18.27 | 31.28 | 39.46 | NA |
| Draw Down(%) | NA | 15.72 | 22.35 | 37.31 | 37.31 | NA | NA | … | … | 12.75 | 22.04 | 11.44 | 9.08 | 34.97 | 10.38 | 34.08 | 7.35 | 20.86 | 3.05 | 15.61 | 13.74 | 9.20 | 7.00 | 13.73 | 24.03 | 12.55 | 26.64 | 48.81 | 0.00 |
| Yield(%) | 0.00 | 45.89 | 34.53 | 17.82 | 18.69 | 20.61 | 17.58 | … | … | 0.00 | 47.45 | 49.49 | 39.07 | 18.21 | 17.01 | 4.90 | 6.50 | 11.22 | 1.85 | 0.00 | 0.01 | 4.38 | 3.37 | 3.12 | 4.01 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| KLCCX (FEDERATED KAUFMANN LARGE CAP FUND CLASS C SHARES) |
-0.75%
Sep 2020 – Sep 2023 |
5.41%
Feb 2018 – Feb 2023 |
8.73%
Oct 2013 – Oct 2023 |
8.90%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCCX (FEDERATED KAUFMANN LARGE CAP FUND CLASS C SHARES) |
29.79%
Feb 2009 – Feb 2012 |
27.31%
Feb 2009 – Feb 2014 |
18.06%
Feb 2009 – Feb 2019 |
15.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart