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Federated Hermes Kaufmann R (KAUFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.50+0.01 (+0.18%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.37%
5-year average return3.64%
Number of years up31
Number of years down6
Best 1-yr total return (29 Apr 2024)40.54%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return40.54%
Worst 3-yr total return-6.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKAUFXCategory
YTD8.94%10.80%
1-month2.87%4.43%
3-month8.94%7.00%
1-year23.03%48.17%
3-year-2.46%21.26%
5-year5.01%20.18%
10-year8.94%14.07%
Last bull market23.71%27.14%
Last bear market-18.79%-21.26%

Annual total return (%) history

Year
KAUFXCategory
2024
N/AN/A
2023
14.87%N/A
2022
-30.30%N/A
2021
2.40%N/A
2020
28.48%39.26%
2019
33.08%32.52%
2018
3.63%-6.65%
2017
27.68%23.91%
2016
3.07%6.03%
2015
5.96%-0.95%
2014
9.14%7.00%
2013
40.54%34.93%
2012
17.30%14.07%
2011
-13.78%-3.96%
2010
18.75%24.61%
2009
29.68%39.11%
2008
-42.22%-43.77%
2007
21.39%15.09%
2006
14.57%9.00%
2005
10.84%9.84%
2004
14.29%13.23%
2003
45.08%35.96%
2002
-21.41%-27.24%
2001
7.85%-19.98%
2000
10.86%-4.78%
1999
26.01%60.49%
1998
0.72%18.76%
1997
12.56%17.98%
1996
20.91%18.11%
1995
36.89%34.57%
1994
8.99%-1.85%
1993
18.18%13.88%
1992
11.32%7.07%
1991
79.43%49.71%
1990
-6.13%-5.37%
1989
46.85%29.88%
1988
58.57%13.53%
1987
-37.16%1.89%
1986
N/A14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.94%N/AN/AN/A
20231.71%5.89%-4.77%12.00%
2022-15.82%-18.79%-1.75%3.78%
2021-3.75%8.23%-0.53%-1.17%
2020-14.33%29.18%5.87%9.66%
201919.60%5.46%-2.67%8.39%
20189.11%4.75%6.25%-14.66%
20179.35%4.65%5.86%5.40%
2016-8.73%7.48%7.35%-2.13%
20157.27%4.68%-12.33%7.64%
20142.27%2.22%-0.31%4.72%
201311.95%2.49%10.42%10.93%
201218.92%-6.51%4.64%0.82%
20112.18%0.89%-22.75%8.27%
20104.94%-9.61%14.93%8.93%
2009-7.22%16.77%15.38%3.74%
2008-13.16%-0.37%-13.54%-22.75%
20073.71%9.37%3.12%3.78%
20069.64%-6.19%1.04%10.24%
2005-3.54%3.29%6.93%4.04%
20044.64%0.58%-5.17%14.52%
2003-5.51%28.22%11.48%7.41%
2002-1.14%-8.06%-14.04%0.58%
2001-6.09%14.42%-12.82%15.13%
200020.67%-6.27%4.61%-6.30%
1999-10.04%10.57%-6.55%35.55%
199811.30%-4.94%-18.69%17.07%
1997-9.76%16.51%12.70%-5.01%
19968.12%8.61%3.88%-0.87%
19955.59%10.58%15.03%1.92%
1994-1.45%-5.88%12.50%4.44%
19930.34%2.70%9.87%4.38%
1992-1.89%-12.31%5.70%22.41%
199128.76%1.52%16.50%17.82%
19900.61%12.20%-28.26%15.91%
198918.92%7.58%19.01%-3.55%
198815.71%25.93%18.63%-8.26%
19879.73%-4.03%-8.40%-34.85%
19864.50%-6.03%3.67%N/A

Rank in category (by total return)

YTD53
1-month40
3-month53
1-year52
3-year82
5-year96

Load adjusted returns

1-year23.03%
3-year-2.46%
5-year5.01%
10-year8.94%