|
| Morningstar Return Rating: | Low | | Year to Date Return: | 12.96% | | 5-Year Average Return: | 1.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.04% | |
Worst 1-Yr Total Return (2008): | -12.63% | |
Best 3-Yr Total Return (2005-7): | 3.19% | |
Worst 3-Yr Total Return (2006-8): | -1.95% |
|
| 1-Year: | 0.64% | | 3-Year: | -0.77% | | 5-Year: | 0.59% | | 10-Year: | 3.48% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KIFIX | Category | Diff | Index* | Diff | | Year To Date | 12.96 | 13.54 | -0.58 | 6.24 | 6.72 | | 1-Month | 1.25 | 0.89 | 0.36 | 0.49 | 0.76 | | 3-Month | 4.66 | 4.14 | 0.52 | 2.60 | 2.06 | | 1-Year | 9.48 | 17.86 | -8.38 | 13.79 | -4.31 | | 3-Year | 1.07 | 4.54 | -3.47 | 6.35 | -5.28 | | 5-Year | 1.65 | 3.85 | -2.2 | 5.05 | -3.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.33 | 13.81 | -0.48 | 7.06 | 6.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.23 | 6.49 | -5.26 | 7.94 | -6.71 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KIFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.63 | -4.70 | -7.93 | | 2007 | | | 4.04 | 4.70 | -0.66 | | 2006 | | | 3.69 | 4.15 | -0.46 | | 2005 | | | 1.86 | 1.80 | 0.06 | | 2004 | | | 3.52 | 3.91 | -0.39 | | 2003 | | | 2.85 | 5.10 | -2.25 | | 2002 | | | 9.35 | 8.04 | 1.31 | | 2001 | | | 6.99 | 7.64 | -0.65 | | 2000 | | | 11.65 | 9.44 | 2.21 | | 1999 | | | -4.76 | -1.35 | -3.41 |
|
| PAST QUARTERLY RETURNS (%) FOR
KIFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.55 | 4.27 | 6.41 | N/A | | 2008 | -0.89 | -1.71 | -5.29 | -5.30 | | 2007 | 1.39 | -0.91 | 1.70 | 1.82 | | 2006 | -0.66 | -0.31 | 3.52 | 1.14 | | 2005 | -0.45 | 2.80 | -0.87 | 0.40 | | 2004 | 2.34 | -2.64 | 2.94 | 0.92 | | 2003 | 1.25 | 1.83 | -0.38 | 0.13 | | 2002 | -0.99 | 4.19 | 4.65 | 1.29 | | 2001 | 3.27 | 0.08 | 5.29 | -1.68 | | 2000 | 2.99 | 0.62 | 3.15 | 4.45 | | 1999 | N/A | N/A | N/A | -0.81 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 561 | 1122 | 50.00 | | 1-Month | 710 | 1164 | 61.00 | | 3-Month | 323 | 1154 | 27.99 | | 6-Month | 543 | 1133 | 47.93 | | 1-Year | 849 | 1113 | 76.28 | | 3-Year | 699 | 957 | 73.04 | | 5-Year | 636 | 845 | 75.27 |
|
|
|
|
|
0.22% Nasdaq 
0.03 (0.34%) 
Performance
