Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLCSX (FEDERATED KAUFMANN LARGE CAP FUND CLASS R6 SHARES) | 14.52% | 29.55% | 25.55% | 11.52% | 14.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLCSX (FEDERATED KAUFMANN LARGE CAP FUND CLASS R6 SHARES) | 12/31/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 29.55 | 25.55 | 11.52 | 14.88 | NA | NA | … | … | 14.52 | 17.97 | 24.24 | 33.09 | -30.02 | 14.03 | 28.68 | 38.20 | 0.16 | 23.63 | 4.67 | 3.23 | 12.17 | 0.00 |
| Sharpe Ratio | NA | 1.80 | 1.25 | 0.43 | 0.65 | NA | NA | … | … | 1.95 | 0.67 | 1.25 | 2.08 | -1.06 | 0.85 | 0.82 | 2.47 | -0.06 | 2.72 | 0.29 | 0.20 | 0.82 | NA |
| Standard Deviation(%) | NA | 16.12 | 18.50 | 20.69 | 20.64 | NA | NA | … | … | 18.76 | 22.57 | 16.49 | 14.26 | 29.73 | 16.43 | 34.51 | 14.87 | 19.98 | 8.48 | 15.56 | 15.93 | 14.85 | 0.00 |
| Draw Down(%) | NA | 15.39 | 21.91 | 36.69 | 36.69 | NA | NA | … | … | 12.61 | 21.91 | 11.42 | 8.93 | 34.38 | 10.34 | 34.01 | 7.14 | 20.67 | 2.94 | 15.54 | 13.45 | 9.13 | 0.00 |
| Yield(%) | 0.00 | 25.61 | 26.22 | 15.13 | 17.19 | 13.40 | 10.05 | … | … | 0.00 | 26.62 | 33.68 | 29.82 | 14.94 | 14.50 | 4.24 | 5.73 | 10.13 | 1.69 | 0.00 | 0.01 | 4.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCSX (FEDERATED KAUFMANN LARGE CAP FUND CLASS R6 SHARES) |
0.35%
Sep 2020 – Sep 2023 |
6.57%
Feb 2018 – Feb 2023 |
10.29%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCSX (FEDERATED KAUFMANN LARGE CAP FUND CLASS R6 SHARES) |
26.86%
Sep 2022 – Sep 2025 |
21.27%
Oct 2016 – Oct 2021 |
14.98%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart