|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.88% | | 5-Year Average Return: | 3.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.33% | |
Worst 1-Yr Total Return (2008): | -5.95% | |
Best 3-Yr Total Return (2004-6): | 3.63% | |
Worst 3-Yr Total Return (2006-8): | 0.26% |
|
| 1-Year: | 12.39% | | 3-Year: | 3.50% | | 5-Year: | 3.78% | | 10-Year: | 4.80% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KCTAX | Category | Diff | Index* | Diff | | Year To Date | 13.88 | 16.56 | -2.68 | 12.53 | 1.35 | | 1-Month | 0.23 | -0.07 | 0.3 | 0.83 | -0.6 | | 3-Month | 1.99 | 3.01 | -1.02 | 2.25 | -0.26 | | 1-Year | 14.38 | 15.24 | -0.86 | 14.17 | 0.21 | | 3-Year | 3.12 | 1.27 | 1.85 | 4.17 | -1.05 | | 5-Year | 3.79 | 2.91 | 0.88 | 4.50 | -0.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.28 | 13.07 | -1.79 | 9.40 | 1.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.17 | 0.67 | 3.5 | 5.67 | -1.5 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KCTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.95 | -11.05 | 5.10 | | 2007 | | | 2.71 | 0.71 | 2.00 | | 2006 | | | 4.33 | 4.58 | -0.25 | | 2005 | | | 3.48 | 3.93 | -0.45 | | 2004 | | | 3.08 | 4.37 | -1.29 | | 2003 | | | 3.18 | 4.27 | -1.09 | | 2002 | | | 10.15 | 8.03 | 2.12 | | 2001 | | | 2.67 | 3.84 | -1.17 | | 2000 | | | 12.99 | 12.79 | 0.20 | | 1999 | | | -3.63 | -4.60 | 0.97 |
|
| PAST QUARTERLY RETURNS (%) FOR
KCTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.07 | 2.98 | 9.42 | N/A | | 2008 | -1.12 | 0.24 | -3.71 | -1.45 | | 2007 | 0.61 | -0.71 | 2.01 | 0.78 | | 2006 | 0.26 | -0.12 | 3.53 | 0.64 | | 2005 | -0.29 | 2.78 | 0.04 | 0.93 | | 2004 | 0.40 | -2.15 | 3.65 | 1.23 | | 2003 | -0.03 | 1.89 | -0.14 | 1.45 | | 2002 | 0.98 | 4.17 | 6.11 | -1.32 | | 2001 | 1.07 | -0.34 | 4.00 | -1.99 | | 2000 | 3.74 | 1.58 | 2.78 | 4.32 | | 1999 | N/A | N/A | N/A | -1.10 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 99 | 169 | 58.58 | | 1-Month | 38 | 169 | 22.49 | | 3-Month | 128 | 169 | 75.74 | | 6-Month | 101 | 169 | 59.76 | | 1-Year | 87 | 168 | 51.79 | | 3-Year | 8 | 158 | 5.06 | | 5-Year | 10 | 146 | 6.85 |
|
|
|
|
|
0.28% Nasdaq 
0.01 (0.14%) 
Performance
