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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.10% | | 5-Year Average Return: | 3.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.71% | |
Worst 1-Yr Total Return (2008): | -40.19% | |
Best 3-Yr Total Return (2005-7): | 12.52% | |
Worst 3-Yr Total Return (2006-8): | -8.40% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FKARX | Category | Diff | Index* | Diff | | Year To Date | 35.10 | 31.59 | 3.51 | 24.07 | 11.03 | | 1-Month | 5.25 | 4.49 | 0.76 | 6.00 | -0.75 | | 3-Month | 8.81 | 6.16 | 2.65 | 7.91 | 0.9 | | 1-Year | 38.06 | 35.24 | 2.82 | 25.39 | 12.67 | | 3-Year | -1.07 | -5.04 | 3.97 | -5.79 | 4.72 | | 5-Year | 3.71 | 1.47 | 2.24 | 0.71 | 3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.92 | 48.99 | -2.07 | 45.76 | 1.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.05 | -20.53 | 3.48 | -18.25 | 1.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FKARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.19 | -43.77 | 3.58 | | 2007 | | | 20.71 | 15.09 | 5.62 | | 2006 | | | 6.46 | 9.00 | -2.54 | | 2005 | | | 10.87 | 9.84 | 1.03 | | 2004 | | | 17.08 | 13.23 | 3.85 | | 2003 | | | 43.59 | 35.96 | 7.63 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FKARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.66 | 16.20 | 15.95 | N/A | | 2008 | -15.12 | 9.05 | -18.07 | -21.13 | | 2007 | 2.46 | 6.59 | 13.31 | -2.45 | | 2006 | 10.84 | -7.14 | -1.48 | 4.98 | | 2005 | -6.41 | 3.17 | 6.99 | 7.32 | | 2004 | 2.77 | 2.31 | -3.23 | 15.07 | | 2003 | -0.23 | 17.97 | 6.56 | 14.48 | | 2002 | N/A | -18.92 | -24.18 | 9.31 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 330 | 827 | 39.90 | | 1-Month | 440 | 881 | 49.94 | | 3-Month | 96 | 879 | 10.92 | | 6-Month | 249 | 862 | 28.89 | | 1-Year | 275 | 825 | 33.33 | | 3-Year | 86 | 734 | 11.72 | | 5-Year | 112 | 632 | 17.72 |
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0.51% Nasdaq 
Performance
