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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.60% | | 5-Year Average Return: | 0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.72% | |
Worst 1-Yr Total Return (2008): | -36.16% | |
Best 3-Yr Total Return (2005-7): | 9.00% | |
Worst 3-Yr Total Return (2006-8): | -6.48% |
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| 1-Year: | -7.21% | | 3-Year: | -3.52% | | 5-Year: | 1.30% | | 10-Year: | 2.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDCCX | Category | Diff | Index* | Diff | | Year To Date | 22.60 | 21.73 | 0.87 | 24.07 | -1.47 | | 1-Month | 4.31 | 5.16 | -0.85 | 6.00 | -1.69 | | 3-Month | 5.52 | 6.45 | -0.93 | 7.91 | -2.39 | | 1-Year | 23.16 | 24.67 | -1.51 | 25.39 | -2.23 | | 3-Year | -4.05 | -7.33 | 3.28 | -5.79 | 1.74 | | 5-Year | 0.86 | 0.27 | 0.59 | 0.71 | 0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.31 | 47.53 | -7.22 | 45.76 | -5.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.18 | -16.99 | -2.19 | -18.25 | -0.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.16 | -37.09 | 0.93 | | 2007 | | | 11.68 | 1.42 | 10.26 | | 2006 | | | 14.72 | 18.15 | -3.43 | | 2005 | | | 1.09 | 5.95 | -4.86 | | 2004 | | | 8.47 | 12.97 | -4.50 | | 2003 | | | 31.37 | 28.44 | 2.93 | | 2002 | | | -15.95 | -18.69 | 2.74 | | 2001 | | | 0.72 | -4.99 | 5.71 | | 2000 | | | 14.77 | 7.87 | 6.90 | | 1999 | | | -11.56 | 6.72 | -18.28 |
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| PAST QUARTERLY RETURNS (%) FOR
KDCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.57 | 15.34 | 12.77 | N/A | | 2008 | -7.18 | 3.88 | -15.07 | -22.04 | | 2007 | 0.56 | 5.63 | 3.76 | 1.33 | | 2006 | 4.26 | -0.74 | 5.81 | 4.77 | | 2005 | -1.86 | -0.58 | 2.73 | 0.85 | | 2004 | 0.71 | 1.13 | -0.75 | 7.32 | | 2003 | -5.25 | 18.46 | 2.26 | 14.46 | | 2002 | 4.86 | -6.71 | -19.63 | 6.91 | | 2001 | -3.10 | 5.85 | -9.09 | 8.02 | | 2000 | -5.41 | 0.02 | 5.15 | 15.36 | | 1999 | N/A | N/A | N/A | -7.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 517 | 1293 | 39.98 | | 1-Month | 468 | 1338 | 34.98 | | 3-Month | 983 | 1329 | 73.97 | | 6-Month | 1240 | 1320 | 93.94 | | 1-Year | 469 | 1280 | 36.64 | | 3-Year | 119 | 1088 | 10.94 | | 5-Year | 268 | 917 | 29.23 |
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0.20% Nasdaq 
Performance
