Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLCKX (FEDERATED KAUFMANN LARGE CAP FUND CLASS R SHARES) | 14.20% | 28.75% | 24.67% | 10.74% | 14.08% | 13.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLCKX (FEDERATED KAUFMANN LARGE CAP FUND CLASS R 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 (%) | 0.67 | 28.75 | 24.67 | 10.74 | 14.08 | 13.66 | NA | … | … | 14.20 | 17.19 | 23.17 | 32.32 | -30.55 | 13.24 | 27.80 | 37.25 | -0.50 | 22.77 | 3.91 | 2.53 | 11.34 | 36.75 | 25.45 | -6.52 | 21.91 | 39.51 | -33.94 | 0.00 |
| Sharpe Ratio | NA | 1.74 | 1.20 | 0.40 | 0.61 | NA | NA | … | … | 1.90 | 0.64 | 1.19 | 2.02 | -1.08 | 0.81 | 0.79 | 2.40 | -0.09 | 2.63 | 0.24 | 0.16 | 0.76 | 2.75 | 1.56 | -0.24 | 1.19 | 1.26 | -0.88 | 0.00 |
| Standard Deviation(%) | NA | 16.12 | 18.47 | 20.68 | 20.65 | NA | NA | … | … | 18.78 | 22.49 | 16.47 | 14.30 | 29.73 | 16.41 | 34.60 | 14.90 | 19.97 | 8.46 | 15.48 | 15.87 | 14.83 | 13.33 | 16.42 | 26.76 | 18.36 | 31.25 | 39.65 | NA |
| Draw Down(%) | NA | 15.66 | 22.11 | 37.07 | 37.07 | NA | NA | … | … | 12.84 | 21.97 | 11.46 | 9.06 | 34.73 | 10.39 | 34.06 | 7.26 | 20.79 | 3.00 | 15.60 | 13.62 | 9.18 | 6.96 | 13.68 | 23.89 | 12.49 | 26.53 | 48.86 | 0.00 |
| Yield(%) | 0.00 | 36.55 | 31.30 | 16.84 | 18.18 | 20.49 | 17.60 | … | … | 0.00 | 37.86 | 42.94 | 35.51 | 17.00 | 16.11 | 4.66 | 6.23 | 10.85 | 1.80 | 0.00 | 0.01 | 4.30 | 3.33 | 3.09 | 3.99 | 0.33 | 0.00 | 0.26 | 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 |
|---|---|---|---|---|
| KLCKX (FEDERATED KAUFMANN LARGE CAP FUND CLASS R SHARES) |
-0.36%
Sep 2020 – Sep 2023 |
5.82%
Feb 2018 – Feb 2023 |
9.16%
Oct 2013 – Oct 2023 |
9.32%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCKX (FEDERATED KAUFMANN LARGE CAP FUND CLASS R SHARES) |
30.31%
Feb 2009 – Feb 2012 |
27.81%
Feb 2009 – Feb 2014 |
18.52%
Feb 2009 – Feb 2019 |
16.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart