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Federated Hermes Kaufmann Large Cap IS (KLCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
24.92+0.41 (+1.67%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return23.04%
5-Year Average Return12.26%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Nov 5, 2024)40.40%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return40.40%
Worst 3-Yr Total Return0.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKLCIXCategory
YTD18.42%12.38%
1-Month-0.34%5.09%
3-Month5.55%10.28%
1-Year38.19%41.70%
3-Year2.62%22.56%
5-Year11.40%21.98%
10-Year11.70%15.99%
Last Bull Market28.35%25.99%
Last Bear Market-19.56%-17.29%

Annual Total Return (%) History

Year
KLCIXCategory
2024
N/AN/A
2023
32.68%N/A
2022
-29.81%N/A
2021
13.81%N/A
2020
28.55%35.86%
2019
38.14%31.90%
2018
0.12%-2.09%
2017
23.57%27.67%
2016
4.62%3.23%
2015
3.13%3.60%
2014
12.12%10.00%
2013
37.03%33.92%
2012
26.37%15.34%
2011
-5.90%-2.46%
2010
22.78%15.53%
2009
40.40%35.68%
2008
-33.48%-40.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.99%5.07%2.82%N/A
20236.42%9.67%-0.61%14.39%
2022-13.20%-19.56%-5.48%6.36%
2021-2.44%11.45%0.70%3.95%
2020-15.40%26.64%10.01%9.06%
201918.47%7.27%0.18%8.50%
20184.79%3.02%8.65%-14.64%
20178.17%5.40%3.65%4.57%
2016-3.08%2.90%4.74%0.15%
20157.50%0.61%-8.00%3.64%
20140.41%5.72%1.78%3.77%
20139.05%2.69%14.18%7.16%
201221.23%-7.67%6.64%5.86%
20112.12%2.51%-18.40%10.16%
20107.22%-8.54%11.54%12.26%
2009-6.19%24.15%17.90%2.25%
2008-5.10%0.00%-10.85%-21.37%

Rank In Category (By Total Return)

YTD72
1-Month42
3-Month20
1-Year71
3-Year79
5-Year90

Load Adjusted Returns

1-Year38.19%
3-Year2.62%
5-Year11.40%
10-Year11.70%