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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.18% | | 5-Year Average Return: | -0.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.61% | |
Worst 1-Yr Total Return (2008): | -39.34% | |
Best 3-Yr Total Return (2004-6): | 11.30% | |
Worst 3-Yr Total Return (2006-8): | -11.11% |
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| 1-Year: | -6.32% | | 3-Year: | -7.28% | | 5-Year: | 0.38% | | 10-Year: | -0.80% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KBCBX | Category | Diff | Index* | Diff | | Year To Date | 22.18 | 18.65 | 3.53 | 17.05 | 5.13 | | 1-Month | -2.53 | -2.18 | -0.35 | -1.86 | -0.67 | | 3-Month | 6.38 | 5.08 | 1.3 | 5.48 | 0.9 | | 1-Year | 18.11 | 11.86 | 6.25 | 9.80 | 8.31 | | 3-Year | -8.05 | -6.78 | -1.27 | -7.02 | -1.03 | | 5-Year | -0.32 | 0.49 | -0.81 | 0.33 | -0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.07 | 45.26 | 2.81 | 45.76 | 2.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.42 | -15.99 | -1.43 | -18.25 | 0.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KBCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.34 | -37.79 | -1.55 | | 2007 | | | 2.37 | 6.16 | -3.79 | | 2006 | | | 13.13 | 14.17 | -1.04 | | 2005 | | | 6.35 | 5.88 | 0.47 | | 2004 | | | 14.61 | 10.02 | 4.59 | | 2003 | | | 27.59 | 27.05 | 0.54 | | 2002 | | | -23.32 | -22.25 | -1.07 | | 2001 | | | -17.51 | -13.50 | -4.01 | | 2000 | | | -9.44 | -6.31 | -3.13 | | 1999 | | | 24.80 | 20.16 | 4.64 |
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| PAST QUARTERLY RETURNS (%) FOR
KBCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.12 | 15.84 | 17.77 | N/A | | 2008 | -11.22 | -0.61 | -11.69 | -22.16 | | 2007 | 1.20 | 3.86 | 1.04 | -3.61 | | 2006 | 4.48 | -2.04 | 5.47 | 4.81 | | 2005 | -0.85 | 0.51 | 4.04 | 2.57 | | 2004 | 3.57 | 2.13 | -1.96 | 10.52 | | 2003 | -3.23 | 12.67 | 4.18 | 12.33 | | 2002 | 0.95 | -14.35 | -14.40 | 3.61 | | 2001 | -13.10 | 5.43 | -18.19 | 10.07 | | 2000 | 1.52 | -2.63 | 0.28 | -8.64 | | 1999 | N/A | N/A | N/A | 17.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 382 | 2013 | 18.98 | | 1-Month | 654 | 2110 | 31.00 | | 3-Month | 209 | 2090 | 10.00 | | 6-Month | 348 | 2049 | 16.98 | | 1-Year | 165 | 1999 | 8.25 | | 3-Year | 913 | 1694 | 53.90 | | 5-Year | 705 | 1352 | 52.14 |
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0.22% Nasdaq 
Performance
