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Federated Hermes Kaufmann Large Cap C (KLCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.77-0.13 (-0.82%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.94%
5-year average return10.21%
Number of years up12
Number of years down4
Best 1-yr total return (27 June 2024)39.06%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return39.06%
Worst 3-yr total return-0.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKLCCXCategory
YTD8.02%12.38%
1-month3.28%5.09%
3-month0.20%10.28%
1-year29.35%41.70%
3-year2.57%22.56%
5-year10.37%21.98%
10-year10.41%15.99%
Last bull market27.81%25.99%
Last bear market-19.78%-17.29%

Annual total return (%) history

Year
KLCCXCategory
2024
N/AN/A
2023
31.32%N/A
2022
-30.52%N/A
2021
12.66%N/A
2020
27.27%35.86%
2019
36.75%31.90%
2018
-0.94%-2.09%
2017
22.29%27.67%
2016
3.56%3.23%
2015
2.12%3.60%
2014
10.92%10.00%
2013
35.57%33.92%
2012
25.08%15.34%
2011
-6.91%-2.46%
2010
21.42%15.53%
2009
39.06%35.68%
2008
-34.20%-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.69%N/AN/AN/A
20236.09%9.42%-0.86%14.11%
2022-13.42%-19.78%-5.73%6.11%
2021-2.69%11.17%0.42%3.70%
2020-15.61%26.32%9.72%8.81%
201918.22%6.96%-0.08%8.24%
20184.51%2.73%8.40%-14.88%
20177.87%5.08%3.37%4.37%
2016-3.38%2.67%4.45%-0.06%
20157.26%0.33%-8.22%3.39%
20140.12%5.43%1.54%3.48%
20138.70%2.44%13.91%6.88%
201220.89%-7.85%6.25%5.67%
20111.89%2.21%-18.67%9.90%
20106.89%-8.79%11.21%12.00%
2009-6.38%23.86%17.43%2.12%
2008-5.30%-0.11%-11.10%-21.76%

Rank in category (by total return)

YTD83
1-month84
3-month80
1-year64
3-year84
5-year94

Load adjusted returns

1-year28.46%
3-year2.57%
5-year10.37%
10-year10.41%