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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.13% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.53% | |
Worst 1-Yr Total Return (2008): | -43.59% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 4.70% | | 3-Year: | -2.63% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KLGCX | Category | Diff | Index* | Diff | | Year To Date | 38.13 | 31.20 | 6.93 | 24.07 | 14.06 | | 1-Month | 5.08 | 5.67 | -0.59 | 6.00 | -0.92 | | 3-Month | 8.94 | 8.18 | 0.76 | 7.91 | 1.03 | | 1-Year | 41.85 | 34.04 | 7.81 | 25.39 | 16.46 | | 3-Year | -3.58 | -3.89 | 0.31 | -5.79 | 2.21 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.27 | 43.84 | 6.43 | 45.76 | 4.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.57 | -18.03 | 2.46 | -18.25 | 2.68 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KLGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.59 | -40.67 | -2.92 | | 2007 | | | 15.53 | 13.35 | 2.18 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
KLGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.13 | 17.23 | 12.98 | N/A | | 2008 | -12.15 | 0.08 | -18.68 | -21.09 | | 2007 | 3.01 | 4.69 | 6.67 | 0.44 | | 2006 | N/A | N/A | N/A | 5.75 | | 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 | 309 | 1818 | 17.00 | | 1-Month | 571 | 1906 | 29.96 | | 3-Month | 742 | 1904 | 38.97 | | 6-Month | 1250 | 1866 | 66.99 | | 1-Year | 258 | 1815 | 14.21 | | 3-Year | 604 | 1537 | 39.30 | | 5-Year | | 1273 | N/A |
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1.12% Nasdaq 
Performance
