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| Morningstar Return Rating: | Average | | Year to Date Return: | -5.87% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 36.49% | |
Worst 1-Yr Total Return (2008): | -51.44% | |
Best 3-Yr Total Return (2007-9): | -13.80% | |
Worst 3-Yr Total Return (2007-9): | -13.80% |
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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 | KIRYX | Category | Diff | Index* | Diff | | Year To Date | -5.87 | -5.77 | -0.1 | -4.41 | -1.46 | | 1-Month | -5.87 | -5.77 | -0.1 | -4.41 | -1.46 | | 3-Month | -2.03 | -0.68 | -1.35 | -1.09 | -0.94 | | 1-Year | 42.16 | 47.97 | -5.81 | 39.68 | 2.48 | | 3-Year | -16.20 | -15.77 | -0.43 | -7.65 | -8.55 | | 5-Year | N/A | 1.00 | N/A | 2.99 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.62 | 77.47 | -11.85 | 59.35 | 6.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.99 | -15.83 | -3.16 | -14.95 | -4.04 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KIRYX | Category | Diff | | 2009 | | | 36.49 | 37.01 | -0.52 | | 2008 | | | -51.44 | -46.63 | -4.81 | | 2007 | | | -3.39 | -7.68 | 4.29 | | 2006 | | | N/A | 39.00 | N/A | | 2005 | | | N/A | 13.40 | N/A | | 2004 | | | N/A | 35.79 | N/A | | 2003 | | | N/A | 41.26 | N/A | | 2002 | | | N/A | 5.60 | N/A | | 2001 | | | N/A | 7.01 | N/A | | 2000 | | | N/A | 19.66 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
KIRYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.27 | 30.59 | 17.64 | 3.64 | | 2008 | -6.87 | -14.00 | -16.33 | -27.54 | | 2007 | 7.49 | -4.68 | 3.36 | -8.78 | | 2006 | N/A | N/A | 9.55 | 15.39 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 72 | 155 | 46.45 | | 1-Month | 119 | 155 | 76.77 | | 3-Month | 110 | 155 | 70.97 | | 6-Month | 120 | 152 | 78.95 | | 1-Year | 108 | 147 | 73.47 | | 3-Year | 52 | 95 | 54.74 | | 5-Year | | 26 | N/A |
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