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Federated Hermes Kaufmann Small Cap Fund C: (MF: FKCSX)
(NASDAQ Mutual Funds) As of Aug 8, 2024 08:00 PM ET
$38.16 USD
+1.25 (3.39%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.37 | 40 |
| 3 months | -3.81 | 61 |
| 6 months | 3.37 | 40 |
| 1 Year | 6.26 | 82 |
| 3 Year | -9.22 | 92 |
| 5 Year | 3.77 | 95 |
| 10 Year | 9.78 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -56.59 |
| Bull Market (2/09 - 3/21) | 713.01 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.19 |
| 5 Year | 3.77 |
| 10 Year | 9.78 |
| Since Inception | 11.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.47 | -3.81 | NA | NA |
| 2023 | 3.74 | 6.68 | -7.09 | 10.63 |
| 2022 | -16.12 | -20.61 | -2.80 | 5.31 |
| 2021 | 1.74 | 7.27 | -1.76 | -4.98 |
| 2020 | -18.09 | 32.24 | 6.63 | 23.39 |
| 2019 | 21.99 | 5.13 | -6.62 | 10.73 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.37 | 13.76 | -31.84 | 1.86 | 42.53 | 32.61 | 6.62 | 37.05 | 5.22 | 4.39 | 5.05 |
| % Total Return Rel to Index | -11.92 | -12.48 | -13.63 | -26.82 | 24.12 | 1.12 | 11.01 | 15.26 | -6.71 | 3.00 | -8.59 |
| % Total Return Rel to Peer | 0.15 | -2.31 | -12.32 | -17.45 | 23.53 | 7.18 | 17.39 | 21.45 | -10.72 | 9.12 | 2.37 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.07 | 0.00 | 4.92 | 0.08 | 0.08 | 2.07 | 2.09 | 0.19 | 2.03 | 5.26 |
| Expense Ratio | 0.00 | 0.03 | 1.98 | 1.97 | 1.98 | 1.97 | 1.97 | 2.41 | 2.50 | 0.08 | 2.50 |
* 1 = Top 20%, 5 = Bottom 20%