Singapore markets close in 1 hour 37 minutes

Federated Hermes Kaufmann A (KAUAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
5.650.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.62%
5-year average return4.70%
Number of years up18
Number of years down4
Best 1-yr total return (16 May 2024)40.34%
Worst 1-yr total return (16 May 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
YTD4.19%10.80%
1-month-4.37%4.43%
3-month4.19%7.00%
1-year15.51%48.17%
3-year-5.21%21.26%
5-year3.65%20.18%
10-year8.92%14.07%
Last bull market28.22%27.14%
Last bear market-18.83%-21.26%

Annual total return (%) history

Year
KAUAXCategory
2024
N/AN/A
2023
14.91%N/A
2022
-30.24%N/A
2021
2.41%N/A
2020
28.58%39.26%
2019
32.94%32.52%
2018
3.63%-6.65%
2017
27.74%23.91%
2016
3.07%6.03%
2015
5.97%-0.95%
2014
9.15%7.00%
2013
40.34%34.93%
2012
17.31%14.07%
2011
-13.62%-3.96%
2010
18.54%24.61%
2009
29.68%39.11%
2008
-42.22%-43.77%
2007
21.40%15.09%
2006
14.57%9.00%
2005
10.84%9.84%
2004
14.30%13.23%
2003
45.08%35.96%
2002
-21.41%-27.24%
2001
N/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)

YTD30
1-month7
3-month34
1-year62
3-year75
5-year94

Load adjusted returns

1-year9.15%
3-year-6.98%
5-year2.48%
10-year8.30%