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Federated Hermes Kaufmann C (KAUCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.9600+0.0400 (+1.02%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.45%
5-Year Average Return3.46%
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)39.82%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return39.82%
Worst 3-Yr Total Return-6.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKAUCXCategory
YTD4.03%10.80%
1-Month-4.44%4.43%
3-Month4.03%7.00%
1-Year14.99%48.17%
3-Year-5.73%21.26%
5-Year3.11%20.18%
10-Year8.36%14.07%
Last Bull Market27.72%27.14%
Last Bear Market-18.97%-21.26%

Annual Total Return (%) History

Year
KAUCXCategory
2024
N/AN/A
2023
14.16%N/A
2022
-30.50%N/A
2021
1.88%N/A
2020
27.95%39.26%
2019
32.27%32.52%
2018
3.08%-6.65%
2017
27.33%23.91%
2016
2.20%6.03%
2015
5.53%-0.95%
2014
8.61%7.00%
2013
39.82%34.93%
2012
16.58%14.07%
2011
-14.18%-3.96%
2010
17.78%24.61%
2009
29.24%39.11%
2008
-42.52%-43.77%
2007
20.69%15.09%
2006
14.04%9.00%
2005
10.08%9.84%
2004
13.65%13.23%
2003
44.17%35.96%
2002
-21.69%-27.24%
2001
N/A-19.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.87%N/AN/AN/A
20231.49%5.59%-4.74%11.82%
2022-15.77%-18.97%-1.82%3.72%
2021-3.90%8.11%-0.54%-1.41%
2020-14.32%28.86%5.70%9.63%
201919.35%5.41%-2.76%8.12%
20188.84%4.55%6.25%-14.74%
20179.33%4.60%5.65%5.39%
2016-9.15%7.43%7.37%-2.48%
20157.17%4.52%-12.46%7.62%
20142.13%2.09%-0.51%4.70%
201312.02%2.11%10.32%10.81%
201218.76%-6.74%4.55%0.68%
20112.12%0.75%-22.80%8.05%
20104.52%-9.74%14.87%8.69%
2009-7.31%16.72%15.14%3.76%
2008-13.45%-0.39%-13.65%-22.80%
20073.48%9.38%2.75%3.78%
20069.54%-6.37%0.89%10.20%
2005-3.80%3.16%6.90%3.76%
20044.49%0.39%-5.25%14.35%
2003-5.83%28.17%11.11%7.50%
2002-1.37%-8.10%-14.11%0.59%
2001-12.82%14.89%N/AN/A

Rank In Category (By Total Return)

YTD31
1-Month8
3-Month34
1-Year66
3-Year77
5-Year96

Load Adjusted Returns

1-Year13.99%
3-Year-5.73%
5-Year3.11%
10-Year8.36%