Canada markets close in 3 hours 15 minutes

Federated Hermes Kaufmann Small Cap C (FKCSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
38.21+0.29 (+0.76%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.36%
5-Year Average Return4.01%
Number of Years Up18
Number of Years Down3
Best 1 Yr Total Return (Apr 28, 2024)42.52%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return42.52%
Worst 3-Yr Total Return-7.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFKCSXCategory
YTD7.47%12.40%
1-Month2.14%3.37%
3-Month7.47%4.88%
1-Year17.85%55.69%
3-Year-5.86%19.34%
5-Year5.63%20.72%
10-Year10.15%13.98%
Last Bull Market40.95%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)

YTD44
1-Month65
3-Month44
1-Year51
3-Year80
5-Year91

Load Adjusted Returns

1-Year16.85%
3-Year-5.86%
5-Year5.63%
10-Year10.15%