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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.43% | | 5-Year Average Return: | 1.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.56% | |
Worst 1-Yr Total Return (2008): | -35.65% | |
Best 3-Yr Total Return (2005-7): | 9.81% | |
Worst 3-Yr Total Return (2006-8): | -5.77% |
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| 1-Year: | -10.89% | | 3-Year: | -4.68% | | 5-Year: | 0.86% | | 10-Year: | 2.59% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDCAX | Category | Diff | Index* | Diff | | Year To Date | 23.43 | 21.73 | 1.7 | 24.07 | -0.64 | | 1-Month | 4.38 | 5.16 | -0.78 | 6.00 | -1.62 | | 3-Month | 5.74 | 6.45 | -0.71 | 7.91 | -2.17 | | 1-Year | 24.12 | 24.67 | -0.55 | 25.39 | -1.27 | | 3-Year | -3.33 | -7.33 | 4 | -5.79 | 2.46 | | 5-Year | 1.62 | 0.27 | 1.35 | 0.71 | 0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.08 | 47.53 | -6.45 | 45.76 | -4.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.57 | -16.99 | -1.58 | -18.25 | -0.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.65 | -37.09 | 1.44 | | 2007 | | | 12.52 | 1.42 | 11.10 | | 2006 | | | 15.56 | 18.15 | -2.59 | | 2005 | | | 1.85 | 5.95 | -4.10 | | 2004 | | | 9.27 | 12.97 | -3.70 | | 2003 | | | 32.46 | 28.44 | 4.02 | | 2002 | | | -15.33 | -18.69 | 3.36 | | 2001 | | | 1.56 | -4.99 | 6.55 | | 2000 | | | 15.69 | 7.87 | 7.82 | | 1999 | | | -10.73 | 6.72 | -17.45 |
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| PAST QUARTERLY RETURNS (%) FOR
KDCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.41 | 15.58 | 13.02 | N/A | | 2008 | -6.98 | 4.08 | -14.98 | -21.83 | | 2007 | 0.75 | 5.83 | 3.91 | 1.55 | | 2006 | 4.46 | -0.56 | 6.01 | 4.93 | | 2005 | -1.66 | -0.39 | 2.93 | 1.01 | | 2004 | 0.86 | 1.37 | -0.56 | 7.48 | | 2003 | -5.01 | 18.70 | 2.46 | 14.65 | | 2002 | 5.07 | -6.52 | -19.48 | 7.06 | | 2001 | -2.87 | 6.04 | -8.95 | 8.30 | | 2000 | -5.38 | 0.25 | 5.32 | 15.80 | | 1999 | N/A | N/A | N/A | -7.68 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 465 | 1293 | 35.96 | | 1-Month | 414 | 1338 | 30.94 | | 3-Month | 930 | 1329 | 69.98 | | 6-Month | 1227 | 1320 | 92.95 | | 1-Year | 398 | 1280 | 31.09 | | 3-Year | 80 | 1088 | 7.35 | | 5-Year | 175 | 917 | 19.08 |
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0.11% Nasdaq 0.00%
0.02 (0.12%) 
Performance
