|
| Morningstar Return Rating: | Low | | Year to Date Return: | 21.83% | | 5-Year Average Return: | -2.79% | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.62% | |
Worst 1-Yr Total Return (2008): | -45.42% | |
Best 3-Yr Total Return (2006-8): | -14.03% | |
Worst 3-Yr Total Return (2006-8): | -14.03% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDHSX | Category | Diff | Index* | Diff | | Year To Date | 21.83 | 21.73 | 0.1 | 24.07 | -2.24 | | 1-Month | 4.88 | 5.16 | -0.28 | 6.00 | -1.12 | | 3-Month | 7.04 | 6.45 | 0.59 | 7.91 | -0.87 | | 1-Year | 24.49 | 24.67 | -0.18 | 25.39 | -0.9 | | 3-Year | -12.52 | -7.33 | -5.19 | -5.79 | -6.73 | | 5-Year | -2.79 | 0.27 | -3.06 | 0.71 | -3.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.56 | 47.53 | 7.03 | 45.76 | 8.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.03 | -16.99 | -6.04 | -18.25 | -4.78 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDHSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.42 | -37.09 | -8.33 | | 2007 | | | -1.03 | 1.42 | -2.45 | | 2006 | | | 17.62 | 18.15 | -0.53 | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
KDHSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.90 | 20.06 | 16.41 | N/A | | 2008 | -10.36 | -7.83 | -14.09 | -23.11 | | 2007 | -1.01 | 6.14 | 0.04 | -5.85 | | 2006 | 3.07 | 1.09 | 5.74 | 6.75 | | 2005 | N/A | 1.79 | 3.15 | 1.97 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 581 | 1293 | 44.93 | | 1-Month | 695 | 1338 | 51.94 | | 3-Month | 411 | 1329 | 30.93 | | 6-Month | 1108 | 1320 | 83.94 | | 1-Year | 514 | 1280 | 40.16 | | 3-Year | 883 | 1088 | 81.16 | | 5-Year | | 917 | N/A |
|
|
|
|
|
0.20% Nasdaq 0.00%
Performance
