Federated Hermes Kaufmann C (KAUCX)
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 return7.80%
5-year average return3.27%
Number of years up18
Number of years down4
Best 1-yr total return (20 June 2024)39.82%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return39.82%
Worst 3-yr total return-6.85%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnKAUCXCategory
YTD5.65%10.80%
1-month1.55%4.43%
3-month0.00%7.00%
1-year18.48%48.17%
3-year-4.65%21.26%
5-year4.25%20.18%
10-year8.39%14.07%
Last bull market27.72%27.14%
Last bear market-18.97%-21.26%
Annual total return (%) history
YearKAUCXCategory
2024N/AN/A
202314.16%N/A
2022-30.50%N/A
20211.88%N/A
202027.95%39.26%
201932.27%32.52%
20183.08%-6.65%
201727.33%23.91%
20162.20%6.03%
20155.53%-0.95%
20148.61%7.00%
201339.82%34.93%
201216.58%14.07%
2011-14.18%-3.96%
201017.78%24.61%
200929.24%39.11%
2008-42.52%-43.77%
200720.69%15.09%
200614.04%9.00%
200510.08%9.84%
200413.65%13.23%
200344.17%35.96%
2002-21.69%-27.24%
2001N/A-19.98%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20248.87%N/AN/AN/A
20231.49%5.59%-4.74%11.82%
2022-15.77%-18.97%-1.82%3.72%
2021-3.90%8.11%-0.54%-1.41%
2020-14.32%28.86%5.70%9.63%
201919.35%5.41%-2.76%8.12%
20188.84%4.55%6.25%-14.74%
20179.33%4.60%5.65%5.39%
2016-9.15%7.43%7.37%-2.48%
20157.17%4.52%-12.46%7.62%
20142.13%2.09%-0.51%4.70%
201312.02%2.11%10.32%10.81%
201218.76%-6.74%4.55%0.68%
20112.12%0.75%-22.80%8.05%
20104.52%-9.74%14.87%8.69%
2009-7.31%16.72%15.14%3.76%
2008-13.45%-0.39%-13.65%-22.80%
20073.48%9.38%2.75%3.78%
20069.54%-6.37%0.89%10.20%
2005-3.80%3.16%6.90%3.76%
20044.49%0.39%-5.25%14.35%
2003-5.83%28.17%11.11%7.50%
2002-1.37%-8.10%-14.11%0.59%
2001-12.82%14.89%N/AN/A
Rank in category (by total return)
YTD39
1-month65
3-month25
1-year62
3-year80
5-year96
Load adjusted returns
1-year17.48%
3-year-4.65%
5-year4.25%
10-year8.39%
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