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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.10% | | 5-Year Average Return: | -0.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.59% | |
Worst 1-Yr Total Return (2008): | -39.27% | |
Best 3-Yr Total Return (2004-6): | 11.39% | |
Worst 3-Yr Total Return (2006-8): | -11.01% |
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| 1-Year: | -3.40% | | 3-Year: | -6.50% | | 5-Year: | 0.76% | | 10-Year: | -0.75% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KBCCX | Category | Diff | Index* | Diff | | Year To Date | 22.10 | 18.65 | 3.45 | 17.05 | 5.05 | | 1-Month | -2.56 | -2.18 | -0.38 | -1.86 | -0.7 | | 3-Month | 6.27 | 5.08 | 1.19 | 5.48 | 0.79 | | 1-Year | 18.13 | 11.86 | 6.27 | 9.80 | 8.33 | | 3-Year | -8.02 | -6.78 | -1.24 | -7.02 | -1 | | 5-Year | -0.25 | 0.49 | -0.74 | 0.33 | -0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.10 | 45.26 | 2.84 | 45.76 | 2.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.35 | -15.99 | -1.36 | -18.25 | 0.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KBCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.27 | -37.79 | -1.48 | | 2007 | | | 2.38 | 6.16 | -3.78 | | 2006 | | | 13.36 | 14.17 | -0.81 | | 2005 | | | 6.39 | 5.88 | 0.51 | | 2004 | | | 14.59 | 10.02 | 4.57 | | 2003 | | | 27.65 | 27.05 | 0.60 | | 2002 | | | -23.29 | -22.25 | -1.04 | | 2001 | | | -17.45 | -13.50 | -3.95 | | 2000 | | | -9.37 | -6.31 | -3.06 | | 1999 | | | 25.12 | 20.16 | 4.96 |
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| PAST QUARTERLY RETURNS (%) FOR
KBCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.18 | 15.91 | 17.75 | N/A | | 2008 | -11.15 | -0.60 | -11.69 | -22.13 | | 2007 | 1.23 | 3.91 | 0.98 | -3.61 | | 2006 | 4.48 | -1.97 | 5.51 | 4.90 | | 2005 | -0.84 | 0.51 | 4.05 | 2.60 | | 2004 | 3.53 | 2.11 | -1.95 | 10.54 | | 2003 | -3.28 | 12.72 | 4.14 | 12.43 | | 2002 | 1.01 | -14.39 | -14.34 | 3.57 | | 2001 | -13.04 | 5.38 | -18.14 | 10.04 | | 2000 | 1.46 | -2.56 | 0.23 | -8.53 | | 1999 | N/A | N/A | N/A | 17.54 |
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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 | 696 | 2110 | 32.99 | | 3-Month | 229 | 2090 | 10.96 | | 6-Month | 348 | 2049 | 16.98 | | 1-Year | 167 | 1999 | 8.35 | | 3-Year | 897 | 1694 | 52.95 | | 5-Year | 680 | 1352 | 50.30 |
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1.23% Nasdaq 0.00%
Performance
