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| Morningstar Return Rating: | Low | | Year to Date Return: | 22.22% | | 5-Year Average Return: | -2.63% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.76% | |
Worst 1-Yr Total Return (2008): | -45.35% | |
Best 3-Yr Total Return (2004-6): | 13.15% | |
Worst 3-Yr Total Return (2006-8): | -13.90% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDHIX | Category | Diff | Index* | Diff | | Year To Date | 22.22 | 21.73 | 0.49 | 24.07 | -1.85 | | 1-Month | 4.94 | 5.16 | -0.22 | 6.00 | -1.06 | | 3-Month | 7.19 | 6.45 | 0.74 | 7.91 | -0.72 | | 1-Year | 24.86 | 24.67 | 0.19 | 25.39 | -0.53 | | 3-Year | -12.33 | -7.33 | -5 | -5.79 | -6.54 | | 5-Year | -2.63 | 0.27 | -2.9 | 0.71 | -3.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.80 | 47.53 | 7.27 | 45.76 | 9.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.92 | -16.99 | -5.93 | -18.25 | -4.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.35 | -37.09 | -8.26 | | 2007 | | | -0.84 | 1.42 | -2.26 | | 2006 | | | 17.76 | 18.15 | -0.39 | | 2005 | | | 8.08 | 5.95 | 2.13 | | 2004 | | | 13.82 | 12.97 | 0.85 | | 2003 | | | 31.81 | 28.44 | 3.37 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
KDHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.84 | 20.12 | 16.54 | N/A | | 2008 | -10.30 | -7.77 | -14.01 | -23.17 | | 2007 | -0.99 | 6.20 | 0.11 | -5.80 | | 2006 | 3.04 | 1.10 | 5.75 | 6.89 | | 2005 | 0.93 | 1.80 | 3.16 | 1.97 | | 2004 | 0.83 | 1.92 | -0.12 | 10.89 | | 2003 | -5.90 | 20.52 | 0.87 | 15.22 | | 2002 | N/A | N/A | N/A | 9.50 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 543 | 1293 | 42.00 | | 1-Month | 669 | 1338 | 50.00 | | 3-Month | 372 | 1329 | 27.99 | | 6-Month | 1069 | 1320 | 80.98 | | 1-Year | 476 | 1280 | 37.19 | | 3-Year | 875 | 1088 | 80.42 | | 5-Year | 718 | 917 | 78.30 |
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0.01% Nasdaq 0.00%
Performance
