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Federated Kaufmann Small Cap Instl (FKAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.54-0.18 (-0.36%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.45%
5-year average return5.68%
Number of years up7
Number of years down1
Best 1-yr total return (15 May 2024)44.06%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return44.06%
Worst 3-yr total return-6.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFKAIXCategory
YTD1.53%12.40%
1-month-5.77%3.37%
3-month3.09%4.88%
1-year10.97%55.69%
3-year-7.95%19.34%
5-year4.95%20.72%
10-year11.37%13.98%
Last bull market28.14%27.85%
Last bear market-20.39%-24.06%

Annual total return (%) history

Year
FKAIXCategory
2024
N/AN/A
2023
15.03%N/A
2022
-31.09%N/A
2021
2.97%N/A
2020
44.06%38.62%
2019
34.58%27.68%
2018
7.40%-5.76%
2017
38.46%21.50%
2016
6.27%11.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.75%N/AN/AN/A
20234.02%6.99%-6.83%10.94%
2022-15.90%-20.39%-2.55%5.62%
20212.00%7.55%-1.49%-4.72%
2020-17.88%32.60%6.93%23.73%
201922.79%5.41%-6.38%11.05%
20187.76%8.40%9.33%-15.90%
201710.42%7.05%7.94%8.52%
2016-11.07%7.81%12.30%-1.29%

Rank in category (by total return)

YTD32
1-month26
3-month41
1-year56
3-year72
5-year75

Load adjusted returns

1-year10.97%
3-year-7.95%
5-year4.95%
10-year11.37%