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Federated Hermes Kaufmann Small Cap C (FKCSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.71-0.03 (-0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.70%
5-year average return4.80%
Number of years up18
Number of years down3
Best 1-yr total return (27 May 2024)42.52%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return42.52%
Worst 3-yr total return-7.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFKCSXCategory
YTD1.18%12.40%
1-month-5.86%3.37%
3-month2.83%4.88%
1-year9.75%55.69%
3-year-8.95%19.34%
5-year3.82%20.72%
10-year10.28%13.98%
Last bull market27.53%27.85%
Last bear market-20.61%-24.06%

Annual total return (%) history

Year
FKCSXCategory
2024
N/AN/A
2023
13.75%N/A
2022
-31.84%N/A
2021
1.88%N/A
2020
42.52%38.62%
2019
33.13%27.68%
2018
6.21%-5.76%
2017
37.07%21.50%
2016
5.23%11.20%
2015
4.40%-2.41%
2014
5.06%2.44%
2013
39.59%40.91%
2012
20.61%13.15%
2011
-14.65%-3.55%
2010
30.91%26.98%
2009
35.82%35.46%
2008
-44.00%-41.55%
2007
9.55%7.59%
2006
12.88%10.81%
2005
9.20%6.02%
2004
22.51%12.41%
2003
81.00%45.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.47%N/AN/AN/A
20233.74%6.68%-7.09%10.63%
2022-16.13%-20.61%-2.80%5.32%
20211.74%7.27%-1.77%-4.97%
2020-18.09%32.25%6.63%23.39%
201922.48%5.13%-6.62%10.72%
20187.46%8.11%9.05%-16.17%
201710.16%6.79%7.63%8.25%
2016-11.27%7.50%12.06%-1.56%
20159.34%5.93%-13.54%4.26%
20142.92%-0.56%-3.08%5.91%
201310.31%0.86%13.76%10.29%
201225.86%-6.58%6.23%-3.44%
20112.43%1.99%-26.96%11.85%
20107.94%-9.87%19.43%12.67%
2009-10.35%26.50%17.01%2.35%
2008-16.44%-2.66%-11.08%-22.57%
20074.00%6.64%-2.13%0.92%
200611.80%-4.37%-2.88%8.71%
2005-4.67%4.64%4.09%5.16%
20046.54%2.59%-5.72%18.89%
2003-2.51%39.07%16.98%14.13%

Rank in category (by total return)

YTD35
1-month28
3-month44
1-year65
3-year76
5-year89

Load adjusted returns

1-year8.75%
3-year-8.95%
5-year3.82%
10-year10.28%