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Federated Hermes Kaufmann Small Cap R (FKKSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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48.15+0.39 (+0.82%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.09%
5-Year Average Return4.75%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)43.47%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return43.47%
Worst 3-Yr Total Return-6.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFKKSXCategory
YTD1.41%12.40%
1-Month-5.80%3.37%
3-Month3.01%4.88%
1-Year10.50%55.69%
3-Year-8.35%19.34%
5-Year4.50%20.72%
10-Year10.99%13.98%
Last Bull Market27.92%27.85%
Last Bear Market-20.49%-24.06%

Annual Total Return (%) History

Year
FKKSXCategory
2024
N/AN/A
2023
14.51%N/A
2022
-31.40%N/A
2021
2.52%N/A
2020
43.47%38.62%
2019
34.01%27.68%
2018
6.94%-5.76%
2017
37.90%21.50%
2016
5.83%11.20%
2015
5.05%-2.41%
2014
5.69%2.44%
2013
40.46%40.91%
2012
21.32%13.15%
2011
-14.21%-3.55%
2010
31.66%26.98%
2009
36.58%35.46%
2008
-43.70%-41.55%
2007
10.18%7.59%
2006
13.45%10.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.65%N/AN/AN/A
20233.91%6.87%-6.94%10.82%
2022-16.01%-20.49%-2.64%5.50%
20211.92%7.43%-1.61%-4.84%
2020-17.96%32.47%6.82%23.60%
201922.66%5.30%-6.46%10.91%
20187.65%8.28%9.22%-16.00%
201710.31%6.96%7.83%8.40%
2016-11.17%7.66%12.25%-1.41%
20159.52%6.09%-13.45%4.46%
20143.08%-0.41%-2.93%6.06%
201310.48%0.99%13.94%10.48%
201226.10%-6.46%6.37%-3.32%
20112.56%2.16%-26.85%11.93%
20108.09%-9.72%19.57%12.83%
2009-10.23%26.76%17.13%2.47%
2008-16.31%-2.54%-10.94%-22.50%
20074.20%6.72%-1.96%1.05%
200611.89%-4.18%-2.78%8.85%

Rank In Category (By Total Return)

YTD34
1-Month27
3-Month42
1-Year59
3-Year74
5-Year83

Load Adjusted Returns

1-Year10.50%
3-Year-8.35%
5-Year4.50%
10-Year10.99%