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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.68% | | 5-Year Average Return: | 0.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.33% | |
Worst 1-Yr Total Return (2008): | -37.12% | |
Best 3-Yr Total Return (2004-6): | 9.97% | |
Worst 3-Yr Total Return (2006-8): | -8.68% |
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| 1-Year: | -11.67% | | 3-Year: | -7.34% | | 5-Year: | -0.38% | | 10-Year: | -1.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KNIDX | Category | Diff | Index* | Diff | | Year To Date | 23.68 | 25.10 | -1.42 | 24.07 | -0.39 | | 1-Month | 5.91 | 5.28 | 0.63 | 6.00 | -0.09 | | 3-Month | 7.78 | 7.01 | 0.77 | 7.91 | -0.13 | | 1-Year | 24.97 | 28.01 | -3.04 | 25.39 | -0.42 | | 3-Year | -6.10 | -5.87 | -0.23 | -5.79 | -0.31 | | 5-Year | 0.35 | 0.64 | -0.29 | 0.71 | -0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.51 | 46.08 | -0.57 | 45.76 | -0.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.35 | -17.41 | -0.94 | -18.25 | -0.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KNIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.12 | -37.79 | 0.67 | | 2007 | | | 5.01 | 6.16 | -1.15 | | 2006 | | | 15.33 | 14.17 | 1.16 | | 2005 | | | 4.47 | 5.88 | -1.41 | | 2004 | | | 10.39 | 10.02 | 0.37 | | 2003 | | | 27.81 | 27.05 | 0.76 | | 2002 | | | -22.53 | -22.25 | -0.28 | | 2001 | | | -12.45 | -13.50 | 1.05 | | 2000 | | | -9.52 | -6.31 | -3.21 | | 1999 | | | 20.24 | 20.16 | 0.08 |
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| PAST QUARTERLY RETURNS (%) FOR
KNIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.08 | 15.85 | 15.49 | N/A | | 2008 | -9.54 | -2.85 | -8.46 | -21.85 | | 2007 | 0.50 | 6.20 | 1.91 | -3.45 | | 2006 | 4.10 | -1.53 | 5.55 | 6.60 | | 2005 | -2.22 | 1.22 | 3.50 | 1.98 | | 2004 | 1.61 | 1.58 | -1.99 | 9.12 | | 2003 | -3.31 | 15.22 | 2.47 | 11.96 | | 2002 | 0.11 | -13.50 | -17.39 | 8.30 | | 2001 | -11.95 | 5.64 | -14.81 | 10.49 | | 2000 | 2.15 | -2.80 | -1.07 | -7.89 | | 1999 | N/A | N/A | N/A | 14.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1151 | 2021 | 56.95 | | 1-Month | 781 | 2113 | 36.96 | | 3-Month | 522 | 2091 | 24.96 | | 6-Month | 516 | 2064 | 25.00 | | 1-Year | 1068 | 2011 | 53.11 | | 3-Year | 845 | 1707 | 49.50 | | 5-Year | 688 | 1360 | 50.59 |
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0.02% Nasdaq 
0.33%
Performance
