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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.92% | | 5-Year Average Return: | 4.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 24.39% | |
Worst 1-Yr Total Return (2008): | -30.13% | |
Best 3-Yr Total Return (2004-6): | 18.51% | |
Worst 3-Yr Total Return (2006-8): | -4.42% |
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| 1-Year: | -3.88% | | 3-Year: | -1.29% | | 5-Year: | 5.32% | | 10-Year: | 7.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDSCX | Category | Diff | Index* | Diff | | Year To Date | 18.92 | 19.13 | -0.21 | 17.05 | 1.87 | | 1-Month | -3.06 | -5.65 | 2.59 | -1.86 | -1.2 | | 3-Month | 7.09 | 2.75 | 4.34 | 5.48 | 1.61 | | 1-Year | 15.55 | 11.45 | 4.1 | 9.80 | 5.75 | | 3-Year | -4.13 | -8.46 | 4.33 | -7.02 | 2.89 | | 5-Year | 4.48 | 0.52 | 3.96 | 0.33 | 4.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.02 | 57.02 | 1 | 45.76 | 12.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.98 | -18.27 | 1.29 | -18.25 | 1.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.13 | -36.56 | 6.43 | | 2007 | | | 1.70 | -1.10 | 2.80 | | 2006 | | | 22.88 | 15.03 | 7.85 | | 2005 | | | 8.90 | 6.75 | 2.15 | | 2004 | | | 24.39 | 18.94 | 5.45 | | 2003 | | | 41.58 | 43.41 | -1.83 | | 2002 | | | -11.48 | -16.22 | 4.74 | | 2001 | | | 13.42 | 8.92 | 4.50 | | 2000 | | | -3.05 | 11.89 | -14.94 | | 1999 | | | 0.06 | 19.95 | -19.89 |
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| PAST QUARTERLY RETURNS (%) FOR
KDSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.39 | 22.41 | 19.86 | N/A | | 2008 | -8.05 | 2.20 | -6.05 | -20.86 | | 2007 | 3.17 | 6.54 | -4.40 | -3.21 | | 2006 | 14.47 | -1.27 | -1.46 | 10.34 | | 2005 | -0.79 | 3.12 | 7.14 | -0.64 | | 2004 | 8.24 | 1.26 | 2.16 | 11.09 | | 2003 | -5.57 | 21.99 | 5.04 | 17.02 | | 2002 | 13.34 | -5.91 | -18.84 | 2.27 | | 2001 | -1.60 | 17.18 | -13.77 | 14.07 | | 2000 | -2.66 | -4.44 | 3.10 | 1.10 | | 1999 | N/A | N/A | N/A | 3.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 249 | 641 | 38.85 | | 1-Month | 39 | 662 | 5.89 | | 3-Month | 58 | 652 | 8.90 | | 6-Month | 116 | 647 | 17.93 | | 1-Year | 178 | 630 | 28.25 | | 3-Year | 76 | 553 | 13.74 | | 5-Year | 45 | 452 | 9.96 |
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1.00% Nasdaq 
Performance
