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| Morningstar Return Rating: | Average | | Year to Date Return: | 62.96% | | 5-Year Average Return: | -3.72% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 14.62% | |
Worst 1-Yr Total Return (2008): | -41.01% | |
Best 3-Yr Total Return (2004-6): | 7.18% | |
Worst 3-Yr Total Return (2006-8): | -20.18% |
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| 1-Year: | 18.89% | | 3-Year: | -9.79% | | 5-Year: | -3.79% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KIFBX | Category | Diff | Index* | Diff | | Year To Date | 62.96 | 22.99 | 39.97 | 24.07 | 38.89 | | 1-Month | 2.96 | 6.66 | -3.7 | 6.00 | -3.04 | | 3-Month | 9.28 | 8.82 | 0.46 | 7.91 | 1.37 | | 1-Year | 102.11 | 42.04 | 60.07 | 25.39 | 76.72 | | 3-Year | -9.80 | -15.72 | 5.92 | -5.79 | -4.01 | | 5-Year | -3.72 | -1.07 | -2.65 | 0.71 | -4.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 87.72 | 78.85 | 8.87 | 45.76 | 41.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.50 | -30.70 | 25.2 | -18.25 | 12.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KIFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.01 | -39.55 | -1.46 | | 2007 | | | -24.78 | -14.66 | -10.12 | | 2006 | | | 14.62 | 33.58 | -18.96 | | 2005 | | | -2.73 | 11.51 | -14.24 | | 2004 | | | 10.44 | 32.02 | -21.58 | | 2003 | | | 23.07 | 36.80 | -13.73 | | 2002 | | | 16.05 | 4.54 | 11.51 | | 2001 | | | N/A | 10.00 | N/A | | 2000 | | | N/A | 27.02 | N/A | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
KIFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.87 | 38.73 | 26.88 | N/A | | 2008 | 0.75 | -0.21 | -24.04 | -22.77 | | 2007 | -0.87 | 0.00 | -10.15 | -15.54 | | 2006 | 3.81 | 0.85 | 3.85 | 5.42 | | 2005 | -2.65 | 4.34 | -1.54 | -2.74 | | 2004 | 4.98 | -6.35 | 6.79 | 5.19 | | 2003 | 2.10 | 10.42 | 1.67 | 7.37 | | 2002 | 5.90 | 6.93 | -2.35 | 4.95 | | 2001 | N/A | 17.52 | 0.87 | 7.86 | | 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 | 5 | 267 | 1.87 | | 1-Month | 11 | 282 | 3.90 | | 3-Month | 13 | 276 | 4.71 | | 6-Month | 27 | 270 | 10.00 | | 1-Year | 4 | 265 | 1.51 | | 3-Year | 8 | 228 | 3.51 | | 5-Year | 149 | 201 | 74.13 |
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0.28% Nasdaq 
Performance
