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The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
Federated Kaufmann Small Cap R (FKKSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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48.76
+0.61
(+1.27%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
15
Number of years down
3
Best 1-yr total return (2 May 2024)
43.47%
Worst 1-yr total return (2 May 2024)
N/A
Risk statistics
3 years
FKKSX
Category average
5 years
FKKSX
Category average
10 years
FKKSX
Category average
Alpha
-16.08
-0.02
-7.93
0.01
-1.53
-0.02
BETA
1.07
0.01
1.07
0.01
1.1
0.01
Mean annual return
-0.53
0.02
0.59
0.02
1.05
0.01
R-squared
74.88
0.78
73.17
0.73
68.41
0.73
Standard deviation
21.95
0.26
23.1
0.21
20.31
0.19
Sharpe ratio
-0.43
0.01
0.21
0.01
0.54
0.01
Treynor ratio
-10.68
0.15
2.14
0.17
8.59
0.11
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