Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKCSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS C SHARES) | 7.28% | 14.88% | 10.27% | -0.84% | 12.01% | 10.82% | 9.00% | … | … |
Data as of 06/10/2026, Common starting date is 12/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKCSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS C SHARES) | 12/20/2002 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.73 | 14.88 | 10.27 | -0.84 | 12.01 | 10.82 | 9.00 | … | … | 7.28 | -10.50 | 1.07 | 13.53 | -31.84 | -7.78 | 42.30 | 32.61 | 6.63 | 37.07 | 5.22 | 4.28 | 5.08 | 39.57 | 20.58 | -14.53 | 31.15 | 35.82 | -44.00 | 9.55 | 12.88 | 9.20 | 22.51 | 81.00 | 0.20 |
| Sharpe Ratio | NA | 0.66 | 0.37 | -0.11 | 0.45 | NA | NA | … | … | 0.67 | -0.40 | -0.28 | 0.52 | -1.01 | -0.31 | 1.29 | 2.03 | 0.27 | 3.11 | 0.25 | 0.24 | 0.27 | 2.76 | 1.10 | -0.49 | 1.44 | 1.16 | -1.08 | 0.37 | 0.66 | 0.52 | 1.36 | 4.66 | 1.22 |
| Standard Deviation(%) | NA | 20.67 | 21.39 | 23.86 | 22.67 | NA | NA | … | … | 24.80 | 33.54 | 19.98 | 17.96 | 33.12 | 24.87 | 32.36 | 15.35 | 20.00 | 11.77 | 20.44 | 17.82 | 18.57 | 14.34 | 18.89 | 29.70 | 21.56 | 30.68 | 41.58 | 17.66 | 14.56 | 13.44 | 15.83 | 17.25 | 6.59 |
| Draw Down(%) | NA | 15.03 | 27.70 | 44.76 | 45.32 | NA | NA | … | … | 13.81 | 25.98 | 14.33 | 19.37 | 37.78 | 24.74 | 35.03 | 11.51 | 22.87 | 4.24 | 24.82 | 18.52 | 16.35 | 7.67 | 14.61 | 33.03 | 16.19 | 29.27 | 57.66 | 12.04 | 17.77 | 11.08 | 17.42 | 13.05 | 0.70 |
| Yield(%) | 0.00 | 23.36 | 11.19 | 6.12 | 10.76 | 9.89 | 8.65 | … | … | 0.00 | 23.89 | 7.67 | 0.21 | 0.00 | 9.53 | 0.21 | 0.28 | 7.41 | 9.47 | 0.93 | 9.19 | 20.40 | 21.75 | 8.08 | 6.54 | 0.20 | 0.00 | 0.00 | 3.55 | 5.33 | 1.60 | 6.21 | 2.43 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/20/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKCSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS C SHARES) |
-19.18%
Feb 2006 – Feb 2009 |
-6.67%
Feb 2004 – Feb 2009 |
4.16%
Feb 2006 – Feb 2016 |
7.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKCSX (FEDERATED KAUFMANN SMALL CAP FUND CLASS C SHARES) |
40.56%
Mar 2003 – Mar 2006 |
30.30%
Feb 2016 – Feb 2021 |
20.46%
Sep 2011 – Sep 2021 |
15.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart