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| Morningstar Return Rating: | Low | | Year to Date Return: | 12.51% | | 5-Year Average Return: | -2.85% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 15.72% | |
Worst 1-Yr Total Return (2008): | -33.82% | |
Best 3-Yr Total Return (2004-6): | 12.03% | |
Worst 3-Yr Total Return (2006-8): | -14.60% |
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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 | KINGX | Category | Diff | Index* | Diff | | Year To Date | 12.51 | 25.80 | -13.29 | 17.05 | -4.54 | | 1-Month | -5.12 | -4.37 | -0.75 | -1.86 | -3.26 | | 3-Month | 7.54 | 4.09 | 3.45 | 5.48 | 2.06 | | 1-Year | 16.58 | 16.23 | 0.35 | 9.80 | 6.78 | | 3-Year | -12.17 | -5.36 | -6.81 | -7.02 | -5.15 | | 5-Year | -2.85 | 1.68 | -4.53 | 0.33 | -3.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.57 | 47.87 | -5.3 | 45.76 | -3.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.77 | -19.87 | 7.1 | -18.25 | 5.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KINGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.82 | -43.77 | 9.95 | | 2007 | | | -13.43 | 15.09 | -28.52 | | 2006 | | | 8.69 | 9.00 | -0.31 | | 2005 | | | 11.78 | 9.84 | 1.94 | | 2004 | | | 15.72 | 13.23 | 2.49 | | 2003 | | | 60.40 | 35.96 | 24.44 | | 2002 | | | -44.08 | -27.24 | -16.84 | | 2001 | | | -7.99 | -19.98 | 11.99 | | 2000 | | | -15.71 | -4.78 | -10.93 | | 1999 | | | 133.44 | 60.49 | 72.95 |
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| PAST QUARTERLY RETURNS (%) FOR
KINGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.60 | 13.29 | 18.40 | N/A | | 2008 | -10.84 | -8.84 | -3.83 | -15.34 | | 2007 | 2.26 | 5.70 | -9.77 | -11.23 | | 2006 | 2.03 | -4.18 | 1.09 | 9.97 | | 2005 | -4.39 | 6.70 | 2.38 | 7.02 | | 2004 | 9.15 | -5.09 | 2.42 | 9.07 | | 2003 | -1.73 | 28.68 | 9.25 | 16.10 | | 2002 | -19.03 | -20.93 | -15.08 | 2.86 | | 2001 | -2.52 | 10.37 | -24.39 | 13.10 | | 2000 | -1.23 | -9.52 | -3.16 | -2.61 | | 1999 | N/A | N/A | N/A | 52.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 788 | 848 | 92.92 | | 1-Month | 801 | 901 | 88.90 | | 3-Month | 125 | 898 | 13.92 | | 6-Month | 425 | 868 | 48.96 | | 1-Year | 577 | 847 | 68.12 | | 3-Year | 609 | 749 | 81.31 | | 5-Year | 508 | 636 | 79.87 |
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0.83% Nasdaq 0.00%
Performance
