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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.10% | | 5-Year Average Return: | 2.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.69% | |
Worst 1-Yr Total Return (2008): | -42.52% | |
Best 3-Yr Total Return (2005-7): | 14.85% | |
Worst 3-Yr Total Return (2006-8): | -7.51% |
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| 1-Year: | -4.80% | | 3-Year: | -1.62% | | 5-Year: | 4.40% | | 10-Year: | 8.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KAUCX | Category | Diff | Index* | Diff | | Year To Date | 23.10 | 31.59 | -8.49 | 24.07 | -0.97 | | 1-Month | 5.25 | 4.49 | 0.76 | 6.00 | -0.75 | | 3-Month | 3.69 | 6.16 | -2.47 | 7.91 | -4.22 | | 1-Year | 29.14 | 35.24 | -6.1 | 25.39 | 3.75 | | 3-Year | -5.01 | -5.04 | 0.03 | -5.79 | 0.78 | | 5-Year | 2.35 | 1.47 | 0.88 | 0.71 | 1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.92 | 48.99 | -5.07 | 45.76 | -1.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.24 | -20.53 | 0.29 | -18.25 | -1.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KAUCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.52 | -43.77 | 1.25 | | 2007 | | | 20.69 | 15.09 | 5.60 | | 2006 | | | 14.04 | 9.00 | 5.04 | | 2005 | | | 10.08 | 9.84 | 0.24 | | 2004 | | | 13.65 | 13.23 | 0.42 | | 2003 | | | 44.17 | 35.96 | 8.21 | | 2002 | | | -21.69 | -27.24 | 5.55 | | 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
KAUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.31 | 16.72 | 15.14 | N/A | | 2008 | -13.45 | -0.39 | -13.65 | -22.80 | | 2007 | 3.48 | 9.38 | 2.75 | 3.78 | | 2006 | 9.54 | -6.37 | 0.89 | 10.20 | | 2005 | -3.80 | 3.16 | 6.90 | 3.76 | | 2004 | 4.49 | 0.39 | -5.25 | 14.35 | | 2003 | -5.83 | 28.17 | 11.11 | 7.50 | | 2002 | -1.37 | -8.10 | -14.11 | 0.59 | | 2001 | N/A | N/A | -12.82 | 14.89 | | 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 | 686 | 827 | 82.95 | | 1-Month | 449 | 881 | 50.96 | | 3-Month | 782 | 879 | 88.96 | | 6-Month | 525 | 862 | 60.90 | | 1-Year | 554 | 825 | 67.15 | | 3-Year | 349 | 734 | 47.55 | | 5-Year | 223 | 632 | 35.28 |
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0.83% Nasdaq 
Performance
