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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.05% | | 5-Year Average Return: | -2.87% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.40% | |
Worst 1-Yr Total Return (2008): | -45.50% | |
Best 3-Yr Total Return (2004-6): | 12.80% | |
Worst 3-Yr Total Return (2006-8): | -14.16% |
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| 1-Year: | -15.01% | | 3-Year: | -13.95% | | 5-Year: | -3.52% | | 10-Year: | 2.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDHAX | Category | Diff | Index* | Diff | | Year To Date | 16.05 | 15.79 | 0.26 | 17.05 | -1 | | 1-Month | -1.18 | -2.21 | 1.03 | -1.86 | 0.68 | | 3-Month | 6.59 | 5.62 | 0.97 | 5.48 | 1.11 | | 1-Year | 8.24 | 9.52 | -1.28 | 9.80 | -1.56 | | 3-Year | -13.28 | -8.36 | -4.92 | -7.02 | -6.26 | | 5-Year | -2.87 | 0.18 | -3.05 | 0.33 | -3.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.44 | 46.84 | 7.6 | 45.76 | 8.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.18 | -16.40 | -6.78 | -18.25 | -4.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.50 | -37.09 | -8.41 | | 2007 | | | -1.14 | 1.42 | -2.56 | | 2006 | | | 17.40 | 18.15 | -0.75 | | 2005 | | | 7.72 | 5.95 | 1.77 | | 2004 | | | 13.48 | 12.97 | 0.51 | | 2003 | | | 31.34 | 28.44 | 2.90 | | 2002 | | | -18.52 | -18.69 | 0.17 | | 2001 | | | 1.23 | -4.99 | 6.22 | | 2000 | | | 41.32 | 7.87 | 33.45 | | 1999 | | | -13.23 | 6.72 | -19.95 |
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| PAST QUARTERLY RETURNS (%) FOR
KDHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.93 | 20.07 | 16.35 | N/A | | 2008 | -10.36 | -7.84 | -14.09 | -23.21 | | 2007 | -1.06 | 6.14 | 0.02 | -5.87 | | 2006 | 2.95 | 1.04 | 5.64 | 6.83 | | 2005 | 0.85 | 1.70 | 3.06 | 1.90 | | 2004 | 0.74 | 1.85 | -0.23 | 10.85 | | 2003 | -5.99 | 20.43 | 0.77 | 15.13 | | 2002 | 6.24 | -14.96 | -17.61 | 9.46 | | 2001 | -0.94 | 5.74 | -8.83 | 6.00 | | 2000 | -2.54 | 3.82 | 22.77 | 13.75 | | 1999 | N/A | N/A | N/A | -5.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 587 | 1335 | 43.97 | | 1-Month | 579 | 1379 | 41.99 | | 3-Month | 205 | 1368 | 14.99 | | 6-Month | 403 | 1346 | 29.94 | | 1-Year | 527 | 1318 | 39.98 | | 3-Year | 887 | 1124 | 78.91 | | 5-Year | 741 | 934 | 79.34 |
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1.00% Nasdaq 0.00%
Performance
