Federated Hermes Kaufmann A (KAUAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return2.67%
5-year average return3.96%
Number of years up18
Number of years down4
Best 1-yr total return (16 Apr 2024)40.34%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return40.34%
Worst 3-yr total return-6.37%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnKAUAXCategory
YTD8.95%10.80%
1-month3.06%4.43%
3-month8.95%7.00%
1-year23.34%48.17%
3-year-2.41%21.26%
5-year5.03%20.18%
10-year8.95%14.07%
Last bull market23.78%27.14%
Last bear market-18.83%-21.26%
Annual total return (%) history
YearKAUAXCategory
2024N/AN/A
202314.91%N/A
2022-30.24%N/A
20212.41%N/A
202028.58%39.26%
201932.94%32.52%
20183.63%-6.65%
201727.74%23.91%
20163.07%6.03%
20155.97%-0.95%
20149.15%7.00%
201340.34%34.93%
201217.31%14.07%
2011-13.62%-3.96%
201018.54%24.61%
200929.68%39.11%
2008-42.22%-43.77%
200721.40%15.09%
200614.57%9.00%
200510.84%9.84%
200414.30%13.23%
200345.08%35.96%
2002-21.41%-27.24%
2001N/A-19.98%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20248.95%N/AN/AN/A
20231.50%5.92%-4.59%12.02%
2022-15.72%-18.83%-1.75%3.79%
2021-3.76%8.25%-0.53%-1.17%
2020-14.21%29.04%5.89%9.69%
201919.64%5.47%-2.67%8.25%
20189.12%4.59%6.27%-14.56%
20179.37%4.66%5.87%5.41%
2016-8.75%7.50%7.36%-2.14%
20157.28%4.68%-12.35%7.65%
20142.44%2.06%-0.31%4.73%
201311.95%2.31%10.43%10.95%
201218.71%-6.52%4.65%1.02%
20112.19%1.07%-22.75%8.27%
20104.72%-9.43%14.71%8.95%
2009-7.22%16.77%15.38%3.74%
2008-13.32%-0.19%-13.73%-22.58%
20073.71%9.37%2.96%3.96%
20069.64%-6.19%1.04%10.24%
2005-3.54%3.09%7.13%4.04%
20044.64%0.58%-5.17%14.53%
2003-5.51%28.22%11.48%7.41%
2002-1.37%-7.85%-14.04%0.58%
2001-12.82%15.15%N/AN/A
Rank in category (by total return)
YTD52
1-month30
3-month52
1-year51
3-year81
5-year96
Load adjusted returns
1-year16.56%
3-year-4.24%
5-year3.84%
10-year8.33%
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