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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.50% | | 5-Year Average Return: | 0.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.53% | |
Worst 1-Yr Total Return (2008): | -36.23% | |
Best 3-Yr Total Return (2005-7): | 8.88% | |
Worst 3-Yr Total Return (2006-8): | -6.59% |
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| 1-Year: | -10.12% | | 3-Year: | -4.34% | | 5-Year: | 0.91% | | 10-Year: | 2.34% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDCBX | Category | Diff | Index* | Diff | | Year To Date | 22.50 | 21.73 | 0.77 | 24.07 | -1.57 | | 1-Month | 4.31 | 5.16 | -0.85 | 6.00 | -1.69 | | 3-Month | 5.55 | 6.45 | -0.9 | 7.91 | -2.36 | | 1-Year | 23.12 | 24.67 | -1.55 | 25.39 | -2.27 | | 3-Year | -4.16 | -7.33 | 3.17 | -5.79 | 1.63 | | 5-Year | 0.75 | 0.27 | 0.48 | 0.71 | 0.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.30 | 47.53 | -7.23 | 45.76 | -5.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.33 | -16.99 | -2.34 | -18.25 | -1.08 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.23 | -37.09 | 0.86 | | 2007 | | | 11.60 | 1.42 | 10.18 | | 2006 | | | 14.53 | 18.15 | -3.62 | | 2005 | | | 0.99 | 5.95 | -4.96 | | 2004 | | | 8.49 | 12.97 | -4.48 | | 2003 | | | 31.32 | 28.44 | 2.88 | | 2002 | | | -15.97 | -18.69 | 2.72 | | 2001 | | | 0.73 | -4.99 | 5.72 | | 2000 | | | 14.69 | 7.87 | 6.82 | | 1999 | | | -11.49 | 6.72 | -18.21 |
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| PAST QUARTERLY RETURNS (%) FOR
KDCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.66 | 15.32 | 12.81 | N/A | | 2008 | -7.15 | 3.86 | -15.12 | -22.09 | | 2007 | 0.57 | 5.59 | 3.72 | 1.32 | | 2006 | 4.24 | -0.77 | 5.72 | 4.73 | | 2005 | -1.88 | -0.61 | 2.75 | 0.78 | | 2004 | 0.70 | 1.16 | -0.76 | 7.31 | | 2003 | -5.26 | 18.46 | 2.25 | 14.44 | | 2002 | 4.85 | -6.71 | -19.64 | 6.90 | | 2001 | -3.06 | 5.78 | -9.10 | 8.07 | | 2000 | -5.46 | -0.01 | 5.12 | 15.41 | | 1999 | N/A | N/A | N/A | -7.84 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 530 | 1293 | 40.99 | | 1-Month | 481 | 1338 | 35.95 | | 3-Month | 1010 | 1329 | 76.00 | | 6-Month | 1240 | 1320 | 93.94 | | 1-Year | 496 | 1280 | 38.75 | | 3-Year | 129 | 1088 | 11.86 | | 5-Year | 296 | 917 | 32.28 |
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0.06% Nasdaq 
0.18%
Performance
