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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.82% | | 5-Year Average Return: | 4.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 24.26% | |
Worst 1-Yr Total Return (2008): | -30.23% | |
Best 3-Yr Total Return (2004-6): | 18.37% | |
Worst 3-Yr Total Return (2006-8): | -4.52% |
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| 1-Year: | -6.94% | | 3-Year: | -2.23% | | 5-Year: | 4.88% | | 10-Year: | 7.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDSBX | Category | Diff | Index* | Diff | | Year To Date | 18.82 | 19.13 | -0.31 | 17.05 | 1.77 | | 1-Month | -3.04 | -5.65 | 2.61 | -1.86 | -1.18 | | 3-Month | 7.09 | 2.75 | 4.34 | 5.48 | 1.61 | | 1-Year | 15.42 | 11.45 | 3.97 | 9.80 | 5.62 | | 3-Year | -4.23 | -8.46 | 4.23 | -7.02 | 2.79 | | 5-Year | 4.36 | 0.52 | 3.84 | 0.33 | 4.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.85 | 57.02 | 0.83 | 45.76 | 12.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.12 | -18.27 | 1.15 | -18.25 | 1.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.23 | -36.56 | 6.33 | | 2007 | | | 1.63 | -1.10 | 2.73 | | 2006 | | | 22.76 | 15.03 | 7.73 | | 2005 | | | 8.72 | 6.75 | 1.97 | | 2004 | | | 24.26 | 18.94 | 5.32 | | 2003 | | | 41.41 | 43.41 | -2.00 | | 2002 | | | -11.46 | -16.22 | 4.76 | | 2001 | | | 13.40 | 8.92 | 4.48 | | 2000 | | | -3.28 | 11.89 | -15.17 | | 1999 | | | -0.11 | 19.95 | -20.06 |
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| PAST QUARTERLY RETURNS (%) FOR
KDSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.43 | 22.36 | 19.85 | N/A | | 2008 | -8.08 | 2.13 | -6.05 | -20.90 | | 2007 | 3.10 | 6.55 | -4.44 | -3.19 | | 2006 | 14.44 | -1.31 | -1.48 | 10.32 | | 2005 | -0.83 | 3.12 | 7.08 | -0.71 | | 2004 | 8.22 | 1.20 | 2.14 | 11.08 | | 2003 | -5.61 | 21.97 | 5.02 | 16.96 | | 2002 | 13.34 | -5.91 | -18.88 | 2.34 | | 2001 | -1.55 | 17.17 | -13.76 | 13.99 | | 2000 | -2.73 | -4.46 | 3.11 | 0.93 | | 1999 | N/A | N/A | N/A | 3.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 256 | 641 | 39.94 | | 1-Month | 39 | 662 | 5.89 | | 3-Month | 58 | 652 | 8.90 | | 6-Month | 116 | 647 | 17.93 | | 1-Year | 179 | 630 | 28.41 | | 3-Year | 81 | 553 | 14.65 | | 5-Year | 53 | 452 | 11.73 |
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0.18% Nasdaq 
0.42%
Performance
