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| Morningstar Return Rating: | Average | | Year to Date Return: | 40.12% | | 5-Year Average Return: | 2.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.32% | |
Worst 1-Yr Total Return (2008): | -50.03% | |
Best 3-Yr Total Return (2004-6): | 19.95% | |
Worst 3-Yr Total Return (2006-8): | -13.43% |
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| 1-Year: | -2.14% | | 3-Year: | -6.00% | | 5-Year: | 4.70% | | 10-Year: | 4.27% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KGDBX | Category | Diff | Index* | Diff | | Year To Date | 40.12 | 31.75 | 8.37 | 29.91 | 10.21 | | 1-Month | 2.12 | 4.47 | -2.35 | 2.00 | 0.12 | | 3-Month | 5.89 | 7.37 | -1.48 | 4.58 | 1.31 | | 1-Year | 44.36 | 38.36 | 6 | 37.72 | 6.64 | | 3-Year | -8.23 | -4.57 | -3.66 | -5.52 | -2.71 | | 5-Year | 2.05 | 3.09 | -1.04 | 4.13 | -2.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.06 | 51.30 | 16.76 | 59.35 | 8.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.34 | -13.15 | -7.19 | -14.95 | -5.39 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KGDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.03 | -41.91 | -8.12 | | 2007 | | | 7.59 | 11.28 | -3.69 | | 2006 | | | 20.68 | 19.72 | 0.96 | | 2005 | | | 16.92 | 11.61 | 5.31 | | 2004 | | | 22.32 | 15.27 | 7.05 | | 2003 | | | 48.56 | 34.49 | 14.07 | | 2002 | | | -20.87 | -19.36 | -1.51 | | 2001 | | | -25.76 | -17.51 | -8.25 | | 2000 | | | -6.48 | -9.14 | 2.66 | | 1999 | | | 62.69 | 41.13 | 21.56 |
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| PAST QUARTERLY RETURNS (%) FOR
KGDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.42 | 29.85 | 19.58 | N/A | | 2008 | -11.15 | -0.15 | -21.36 | -28.37 | | 2007 | 5.19 | 2.73 | 0.41 | -0.85 | | 2006 | 11.29 | -5.06 | 2.53 | 11.39 | | 2005 | 1.00 | 2.78 | 7.65 | 4.64 | | 2004 | 4.95 | -0.58 | -1.06 | 18.49 | | 2003 | -3.62 | 22.78 | 10.33 | 13.78 | | 2002 | -0.04 | -8.29 | -18.51 | 5.94 | | 2001 | -20.38 | 3.88 | -21.99 | 15.04 | | 2000 | 14.65 | -10.40 | 1.17 | -10.02 | | 1999 | N/A | N/A | N/A | 41.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 112 | 751 | 14.91 | | 1-Month | 680 | 830 | 81.93 | | 3-Month | 680 | 820 | 82.93 | | 6-Month | 372 | 776 | 47.94 | | 1-Year | 109 | 729 | 14.95 | | 3-Year | 350 | 528 | 66.29 | | 5-Year | 219 | 430 | 50.93 |
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