Australia markets closed

Federated Hermes Kaufmann Large Cap R6 (KLCSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.57+0.11 (+0.47%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.91%
5-year average return11.17%
Number of years up9
Number of years down1
Best 1-yr total return (2 July 2024)38.20%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return38.20%
Worst 3-yr total return0.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKLCSXCategory
YTD15.58%12.38%
1-month6.44%5.09%
3-month5.05%10.28%
1-year31.40%41.70%
3-year4.10%22.56%
5-year11.41%21.98%
10-year11.92%15.99%
Last bull market28.36%25.99%
Last bear market-19.53%-17.29%

Annual total return (%) history

Year
KLCSXCategory
2024
N/AN/A
2023
32.76%N/A
2022
-29.77%N/A
2021
13.88%N/A
2020
28.64%35.86%
2019
38.20%31.90%
2018
0.16%-2.09%
2017
23.63%27.67%
2016
4.67%3.23%
2015
3.24%3.60%
2014
12.18%10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.02%5.05%N/AN/A
20236.41%9.73%-0.61%14.39%
2022-13.18%-19.53%-5.48%6.35%
2021-2.40%11.44%0.72%3.96%
2020-15.37%26.65%10.04%9.08%
201918.50%7.28%0.18%8.51%
20184.82%2.97%8.70%-14.63%
20178.16%5.39%3.69%4.60%
2016-3.13%2.96%4.73%0.20%
20157.55%0.56%-7.95%3.69%
20140.47%5.65%1.84%3.76%

Rank in category (by total return)

YTD67
1-month27
3-month57
1-year45
3-year77
5-year85

Load adjusted returns

1-year31.40%
3-year4.10%
5-year11.41%
10-year11.92%