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| Morningstar Return Rating: | High | | Year to Date Return: | 65.11% | | 5-Year Average Return: | -2.73% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -24.02% | |
Worst 1-Yr Total Return (2008): | -40.43% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KIFYX | Category | Diff | Index* | Diff | | Year To Date | 65.11 | 22.99 | 42.12 | 24.07 | 41.04 | | 1-Month | 3.08 | 6.66 | -3.58 | 6.00 | -2.92 | | 3-Month | 9.59 | 8.82 | 0.77 | 7.91 | 1.68 | | 1-Year | 104.90 | 42.04 | 62.86 | 25.39 | 79.51 | | 3-Year | -8.77 | -15.72 | 6.95 | -5.79 | -2.98 | | 5-Year | -2.73 | -1.07 | -1.66 | 0.71 | -3.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 88.63 | 78.85 | 9.78 | 45.76 | 42.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.25 | -30.70 | 26.45 | -18.25 | 14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KIFYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.43 | -39.55 | -0.88 | | 2007 | | | -24.02 | -14.66 | -9.36 | | 2006 | | | N/A | 33.58 | N/A | | 2005 | | | N/A | 11.51 | N/A | | 2004 | | | N/A | 32.02 | N/A | | 2003 | | | N/A | 36.80 | N/A | | 2002 | | | N/A | 4.54 | N/A | | 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
KIFYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.23 | 38.97 | 27.19 | N/A | | 2008 | 1.02 | 0.03 | -23.83 | -22.61 | | 2007 | -0.64 | 0.28 | -9.93 | -15.35 | | 2006 | N/A | N/A | 4.12 | 5.70 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 2 | 267 | 0.75 | | 1-Month | 5 | 282 | 1.77 | | 3-Month | 8 | 276 | 2.90 | | 6-Month | 21 | 270 | 7.78 | | 1-Year | 1 | 265 | 0.38 | | 3-Year | 5 | 228 | 2.19 | | 5-Year | | 201 | N/A |
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