|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.89% | | 5-Year Average Return: | -3.67% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.54% | |
Worst 1-Yr Total Return (2008): | -45.91% | |
Best 3-Yr Total Return (2004-6): | 11.94% | |
Worst 3-Yr Total Return (2006-8): | -14.79% |
|
| 1-Year: | -11.39% | | 3-Year: | -12.89% | | 5-Year: | -3.10% | | 10-Year: | 1.96% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDHCX | Category | Diff | Index* | Diff | | Year To Date | 20.89 | 21.73 | -0.84 | 24.07 | -3.18 | | 1-Month | 4.81 | 5.16 | -0.35 | 6.00 | -1.19 | | 3-Month | 6.80 | 6.45 | 0.35 | 7.91 | -1.11 | | 1-Year | 23.39 | 24.67 | -1.28 | 25.39 | -2 | | 3-Year | -13.28 | -7.33 | -5.95 | -5.79 | -7.49 | | 5-Year | -3.67 | 0.27 | -3.94 | 0.71 | -4.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.76 | 47.53 | 6.23 | 45.76 | 8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.75 | -16.99 | -6.76 | -18.25 | -5.5 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.91 | -37.09 | -8.82 | | 2007 | | | -1.85 | 1.42 | -3.27 | | 2006 | | | 16.54 | 18.15 | -1.61 | | 2005 | | | 6.89 | 5.95 | 0.94 | | 2004 | | | 12.61 | 12.97 | -0.36 | | 2003 | | | 30.38 | 28.44 | 1.94 | | 2002 | | | -19.14 | -18.69 | -0.45 | | 2001 | | | 0.43 | -4.99 | 5.42 | | 2000 | | | 40.15 | 7.87 | 32.28 | | 1999 | | | -13.91 | 6.72 | -20.63 |
|
| PAST QUARTERLY RETURNS (%) FOR
KDHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.08 | 19.83 | 16.15 | N/A | | 2008 | -10.54 | -8.00 | -14.23 | -23.38 | | 2007 | -1.24 | 5.95 | -0.18 | -6.03 | | 2006 | 2.79 | 0.85 | 5.46 | 6.60 | | 2005 | 0.65 | 1.51 | 2.87 | 1.69 | | 2004 | 0.55 | 1.64 | -0.41 | 10.63 | | 2003 | -6.16 | 20.22 | 0.58 | 14.90 | | 2002 | 6.05 | -15.12 | -17.78 | 9.26 | | 2001 | -1.15 | 5.57 | -8.99 | 5.75 | | 2000 | -2.76 | 3.65 | 22.50 | 13.50 | | 1999 | N/A | N/A | N/A | -5.89 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 672 | 1293 | 51.97 | | 1-Month | 735 | 1338 | 54.93 | | 3-Month | 438 | 1329 | 32.96 | | 6-Month | 1161 | 1320 | 87.95 | | 1-Year | 581 | 1280 | 45.39 | | 3-Year | 903 | 1088 | 83.00 | | 5-Year | 751 | 917 | 81.90 |
|
|
|
|
|
0.17% Nasdaq 
0.05%
Performance
