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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.24% | | 5-Year Average Return: | -3.66% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.46% | |
Worst 1-Yr Total Return (2008): | -45.97% | |
Best 3-Yr Total Return (2004-6): | 11.87% | |
Worst 3-Yr Total Return (2006-8): | -14.86% |
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| 1-Year: | -14.12% | | 3-Year: | -13.72% | | 5-Year: | -3.50% | | 10-Year: | 1.90% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDHBX | Category | Diff | Index* | Diff | | Year To Date | 15.24 | 15.79 | -0.55 | 17.05 | -1.81 | | 1-Month | -1.25 | -2.21 | 0.96 | -1.86 | 0.61 | | 3-Month | 6.39 | 5.62 | 0.77 | 5.48 | 0.91 | | 1-Year | 7.33 | 9.52 | -2.19 | 9.80 | -2.47 | | 3-Year | -13.99 | -8.36 | -5.63 | -7.02 | -6.97 | | 5-Year | -3.66 | 0.18 | -3.84 | 0.33 | -3.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.69 | 46.84 | 6.85 | 45.76 | 7.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.84 | -16.40 | -7.44 | -18.25 | -5.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDHBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.97 | -37.09 | -8.88 | | 2007 | | | -1.91 | 1.42 | -3.33 | | 2006 | | | 16.46 | 18.15 | -1.69 | | 2005 | | | 6.83 | 5.95 | 0.88 | | 2004 | | | 12.54 | 12.97 | -0.43 | | 2003 | | | 30.29 | 28.44 | 1.85 | | 2002 | | | -19.18 | -18.69 | -0.49 | | 2001 | | | 0.41 | -4.99 | 5.40 | | 2000 | | | 40.13 | 7.87 | 32.26 | | 1999 | | | -13.96 | 6.72 | -20.68 |
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| PAST QUARTERLY RETURNS (%) FOR
KDHBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.12 | 19.78 | 16.15 | N/A | | 2008 | -10.54 | -8.04 | -14.26 | -23.39 | | 2007 | -1.26 | 5.93 | -0.20 | -6.03 | | 2006 | 2.75 | 0.86 | 5.42 | 6.59 | | 2005 | 0.66 | 1.47 | 2.86 | 1.70 | | 2004 | 0.51 | 1.65 | -0.43 | 10.62 | | 2003 | -6.17 | 20.20 | 0.57 | 14.87 | | 2002 | 6.05 | -15.14 | -17.78 | 9.22 | | 2001 | -1.15 | 5.54 | -8.98 | 5.75 | | 2000 | -2.77 | 3.65 | 22.48 | 13.54 | | 1999 | N/A | N/A | N/A | -5.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 654 | 1335 | 48.99 | | 1-Month | 606 | 1379 | 43.94 | | 3-Month | 273 | 1368 | 19.96 | | 6-Month | 457 | 1346 | 33.95 | | 1-Year | 596 | 1318 | 45.22 | | 3-Year | 907 | 1124 | 80.69 | | 5-Year | 771 | 934 | 82.55 |
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0.18% Nasdaq 0.00%
Performance
