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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.97% | | 5-Year Average Return: | 3.56% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2006): | 3.63% | |
Worst 1-Yr Total Return (2005): | 1.67% | |
Best 3-Yr Total Return (2006-8): | 2.84% | |
Worst 3-Yr Total Return (2004-6): | 2.52% |
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| 1-Year: | 5.18% | | 3-Year: | 2.83% | | 5-Year: | 2.69% | | 10-Year: | 3.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IKSTX | Category | Diff | Index* | Diff | | Year To Date | 6.97 | 11.05 | -4.08 | 12.53 | -5.56 | | 1-Month | 1.10 | 0.88 | 0.22 | 0.83 | 0.27 | | 3-Month | 1.55 | 1.98 | -0.43 | 2.25 | -0.7 | | 1-Year | 8.76 | 11.90 | -3.14 | 14.17 | -5.41 | | 3-Year | 3.86 | 3.31 | 0.55 | 4.17 | -0.31 | | 5-Year | 3.56 | 3.42 | 0.14 | 4.50 | -0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.96 | 7.88 | -2.92 | 9.40 | -4.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.90 | 4.46 | 0.44 | 5.67 | -0.77 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IKSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.69 | -2.81 | 4.50 | | 2007 | | | 3.23 | 2.05 | 1.18 | | 2006 | | | 3.63 | 3.77 | -0.14 | | 2005 | | | 1.67 | 2.08 | -0.41 | | 2004 | | | 2.29 | 2.88 | -0.59 | | 2003 | | | 3.67 | 4.03 | -0.36 | | 2002 | | | N/A | 8.12 | N/A | | 2001 | | | N/A | 4.37 | N/A | | 2000 | | | N/A | 9.62 | N/A | | 1999 | | | N/A | -2.66 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IKSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.68 | 0.95 | 3.49 | N/A | | 2008 | 0.61 | 0.03 | -1.33 | 2.41 | | 2007 | 0.72 | -0.31 | 1.48 | 1.31 | | 2006 | 0.13 | 0.10 | 2.50 | 0.86 | | 2005 | -0.38 | 1.70 | -0.08 | 0.43 | | 2004 | 1.13 | -1.73 | 2.40 | 0.52 | | 2003 | 1.15 | 1.86 | 0.14 | 0.48 | | 2002 | N/A | N/A | N/A | 0.07 | | 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 | 239 | 255 | 93.73 | | 1-Month | 153 | 255 | 60.00 | | 3-Month | 109 | 255 | 42.75 | | 6-Month | 237 | 255 | 92.94 | | 1-Year | 184 | 254 | 72.44 | | 3-Year | 59 | 246 | 23.98 | | 5-Year | 77 | 236 | 32.63 |
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