KAUFX
Federated Hermes Kaufmann Fund Class R Shares
Mutual fund
$6.21+0.03 (+0.49%)Close Oct 2, 2026
Apr 22, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $820,008
- CAGR
- +11.51%
- Max drawdown
- −54.66%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.31%
- 3M
- −1.43%
- 6M
- +19.19%
- YTD
- +11.09%
- 1Y
- +10.21%
- 3Y
- +17.69%
- 5Y
- +2.72%
- 10Y
- +10.12%
- 15Y
- +12.29%
- 20Y
- +8.85%
- 25Y
- +9.35%
- 30Y
- +9.07%
- Since 1986
- +11.51%
Metrics
Since 1986| Volatility | 20.08% |
|---|---|
| Sortino ratio | 0.90 |
| Calmar ratio | 0.21 |
| Best year, 1991 | +79.53% |
| Worst year, 2008 | −42.22% |
| Positive years | 33 of 39 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.7% | Oct 2007 | Nov 2008 | May 2013 | 5.5 years |
| −50.0% | Mar 1987 | Oct 1987 | Mar 1989 | 1.9 years |
| −40.8% | Sep 2021 | Jun 2022 | May 2026 | 4.7 years |
| −40.2% | Mar 2000 | Mar 2003 | Jan 2004 | 3.8 years |
| −34.9% | Apr 1998 | Oct 1998 | Dec 1999 | 1.7 years |
Annual returns
1986 from Apr 22 · 2026 through Oct 2