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| Morningstar Return Rating: | Average | | Year to Date Return: | 62.92% | | 5-Year Average Return: | -3.73% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 14.61% | |
Worst 1-Yr Total Return (2008): | -40.99% | |
Best 3-Yr Total Return (2004-6): | 7.18% | |
Worst 3-Yr Total Return (2006-8): | -20.18% |
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| 1-Year: | 22.85% | | 3-Year: | -9.14% | | 5-Year: | -3.55% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KIFCX | Category | Diff | Index* | Diff | | Year To Date | 62.92 | 22.99 | 39.93 | 24.07 | 38.85 | | 1-Month | 2.91 | 6.66 | -3.75 | 6.00 | -3.09 | | 3-Month | 9.29 | 8.82 | 0.47 | 7.91 | 1.38 | | 1-Year | 102.16 | 42.04 | 60.12 | 25.39 | 76.77 | | 3-Year | -9.80 | -15.72 | 5.92 | -5.79 | -4.01 | | 5-Year | -3.73 | -1.07 | -2.66 | 0.71 | -4.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 87.56 | 78.85 | 8.71 | 45.76 | 41.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.53 | -30.70 | 25.17 | -18.25 | 12.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KIFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.99 | -39.55 | -1.44 | | 2007 | | | -24.80 | -14.66 | -10.14 | | 2006 | | | 14.61 | 33.58 | -18.97 | | 2005 | | | -2.71 | 11.51 | -14.22 | | 2004 | | | 10.43 | 32.02 | -21.59 | | 2003 | | | 23.03 | 36.80 | -13.77 | | 2002 | | | 16.07 | 4.54 | 11.53 | | 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
KIFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.81 | 38.59 | 26.88 | N/A | | 2008 | 0.75 | -0.21 | -24.01 | -22.76 | | 2007 | -0.87 | 0.00 | -10.14 | -15.57 | | 2006 | 3.82 | 0.85 | 3.86 | 5.40 | | 2005 | -2.63 | 4.32 | -1.55 | -2.72 | | 2004 | 4.99 | -6.33 | 6.77 | 5.17 | | 2003 | 2.07 | 10.44 | 1.67 | 7.35 | | 2002 | 5.91 | 6.94 | -2.35 | 4.96 | | 2001 | N/A | 17.48 | 0.91 | 7.87 | | 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 | 8 | 282 | 2.84 | | 3-Month | 13 | 276 | 4.71 | | 6-Month | 29 | 270 | 10.74 | | 1-Year | 3 | 265 | 1.13 | | 3-Year | 9 | 228 | 3.95 | | 5-Year | 150 | 201 | 74.63 |
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