KAUFX
Federated Hermes Kaufmann-R
$5.70
-0.01 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 4926.042M |
| 52 Week High | 5.73 |
| 52 Week Low | 4.412 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | KAUFX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 5.7 |
| Price Yesterday | 5.71 |
| Market Cap | 4,926.04 |
| YTD Return | 8.37% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0197 |
Overview
| 52 Week High | 5.73 |
|---|---|
| 52 Week Low | 4.41 |
| Market Cap | 4,926.04M |
| Shares Outstanding | 864.22M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 1.75% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.75% |
Returns Annualized
| One Day | -35.74% |
|---|---|
| Five Days | 30.50% |
| One Months | 25.01% |
| Three Months | 2.17% |
| Six Months | 18.67% |
| Nine Months | 30.21% |
| One Year | 17.69% |
| Three Years | -5.28% |
| Five Years | 3.48% |
| Ten Years | 8.83% |
| YTD | 16.87% |
| Since Inception | 12.19% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 0.53% |
| One Month | 1.79% |
| Three Months | 0.53% |
| Six Months | 8.78% |
| Nine Months | 21.61% |
| One Year | 17.67% |
| Three Years | -14.94% |
| Five Years | 18.58% |
| Ten Years | 132.46% |
| YTD | 8.37% |
| Since Inception | 6029.03% |
Yearly Returns
| 2024 | 8.37% |
|---|---|
| 2023 | 14.87% |
| 2022 | -30.29% |
| 2021 | 2.40% |
| 2020 | 28.48% |
| 2019 | 32.55% |
| 2018 | 4.03% |
| 2017 | 27.68% |
| 2016 | 3.09% |
| 2015 | 5.93% |
Risk against SP-DA
| Alpha | -14.98% |
|---|---|
| Beta | 1.17 |
| Correlation | 88.88% |
| Downside Deviation | 3.80% |
| Coefficient of determination | 79.00% |
| Standard Deviation | 4.23% |
| Sharpe Ratio | -0.75 |
| Sortino | -2.9 |
| Treynor | 10.53 |
| Ulcer Index | 4.87 |
| Ulcer Performance Index | -2.26 |