Singapore markets closed

Federated Hermes Kaufmann IS (KAUIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
5.88+0.06 (+1.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.63%
5-year average return4.56%
Number of years up6
Number of years down1
Best 1-yr total return (1 May 2024)33.88%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return33.88%
Worst 3-yr total return-5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKAUIXCategory
YTD9.07%10.80%
1-month2.91%4.43%
3-month9.07%7.00%
1-year23.72%48.17%
3-year-1.96%21.26%
5-year5.54%20.18%
10-year9.35%14.07%
Last bull market24.34%27.14%
Last bear market-18.80%-21.26%

Annual total return (%) history

Year
KAUIXCategory
2024
N/AN/A
2023
15.53%N/A
2022
-29.97%N/A
2021
3.02%N/A
2020
29.07%39.26%
2019
33.88%32.52%
2018
3.94%-6.65%
2017
28.52%23.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.07%N/AN/AN/A
20231.85%6.06%-4.57%12.07%
2022-15.71%-18.80%-1.47%3.85%
2021-3.52%8.27%-0.26%-1.13%
2020-14.22%29.33%6.04%9.71%
201919.96%5.55%-2.47%8.42%
20189.22%4.71%6.36%-14.54%
20179.55%4.82%5.84%5.74%

Rank in category (by total return)

YTD50
1-month37
3-month50
1-year48
3-year77
5-year95

Load adjusted returns

1-year23.72%
3-year-1.96%
5-year5.54%
10-year9.35%