Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLCIX (FEDERATED KAUFMANN LARGE CAP FUND INSTITUTIONAL SHARES) | 10.14% | 24.69% | 23.87% | 10.56% | 14.37% | 14.10% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLCIX (FEDERATED KAUFMANN LARGE CAP FUND INSTITUTIONAL SHARES) | 12/07/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.75 | 24.69 | 23.87 | 10.56 | 14.37 | 14.10 | NA | … | … | 10.14 | -7.66 | -7.63 | 1.48 | -44.38 | -0.98 | 24.14 | 38.14 | 0.12 | 23.57 | 4.62 | 3.13 | 12.12 | 37.57 | 26.37 | -5.90 | 22.78 | 40.41 | -33.48 | 0.00 |
| Sharpe Ratio | NA | 1.80 | 1.24 | 0.43 | 0.64 | NA | NA | … | … | 1.95 | -0.31 | -0.40 | -0.09 | -1.19 | -0.05 | 0.69 | 2.47 | -0.06 | 2.72 | 0.28 | 0.20 | 0.82 | 2.82 | 1.62 | -0.22 | 1.24 | 1.29 | -0.87 | 0.00 |
| Standard Deviation(%) | NA | 16.12 | 18.48 | 20.68 | 20.63 | NA | NA | … | … | 18.76 | 34.42 | 35.21 | 29.84 | 38.53 | 21.00 | 34.25 | 14.89 | 19.92 | 8.47 | 15.51 | 15.89 | 14.84 | 13.32 | 16.38 | 26.79 | 18.29 | 31.19 | 39.53 | NA |
| Draw Down(%) | NA | 15.39 | 21.88 | 36.73 | 36.73 | NA | NA | … | … | 12.61 | 28.62 | 29.50 | 23.47 | 45.37 | 18.96 | 34.03 | 7.16 | 20.66 | 2.99 | 15.51 | 13.51 | 9.13 | 6.94 | 13.59 | 23.66 | 12.42 | 26.52 | 48.63 | 0.00 |
| Yield(%) | 0.00 | 26.08 | 26.45 | 15.18 | 17.22 | 20.13 | 17.64 | … | … | 0.00 | 27.07 | 34.09 | 30.08 | 15.03 | 14.58 | 4.26 | 5.75 | 10.16 | 1.70 | 0.00 | 0.01 | 4.15 | 3.23 | 3.02 | 3.93 | 0.78 | 0.22 | 0.32 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| KLCIX (FEDERATED KAUFMANN LARGE CAP FUND INSTITUTIONAL SHARES) |
0.28%
Sep 2020 – Sep 2023 |
6.50%
Feb 2018 – Feb 2023 |
9.85%
Oct 2013 – Oct 2023 |
10.05%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCIX (FEDERATED KAUFMANN LARGE CAP FUND INSTITUTIONAL SHARES) |
31.20%
Feb 2009 – Feb 2012 |
28.67%
Feb 2009 – Feb 2014 |
19.30%
Feb 2009 – Feb 2019 |
16.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart