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| Morningstar Return Rating: | | | Year to Date Return: | 14.30% | | 5-Year Average Return: | 1.11% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -40.03% | |
Worst 1-Yr Total Return (2008): | -40.03% | |
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 | KSCIX | Category | Diff | Index* | Diff | | Year To Date | 14.30 | 22.72 | -8.42 | 24.07 | -9.77 | | 1-Month | 3.37 | 3.14 | 0.23 | 6.00 | -2.63 | | 3-Month | 2.35 | 3.09 | -0.74 | 7.91 | -5.56 | | 1-Year | 17.09 | 29.36 | -12.27 | 25.39 | -8.3 | | 3-Year | -9.92 | -8.14 | -1.78 | -5.79 | -4.13 | | 5-Year | 1.11 | -0.30 | 1.41 | 0.71 | 0.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.73 | 57.49 | -0.76 | 45.76 | 10.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.67 | -19.40 | -17.27 | -18.25 | -18.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KSCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.03 | -36.56 | -3.47 | | 2007 | | | N/A | -1.10 | N/A | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
KSCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.50 | 22.55 | 18.96 | N/A | | 2008 | -3.41 | 12.41 | -18.40 | -32.31 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 | 578 | 657 | 87.98 | | 1-Month | 645 | 679 | 94.99 | | 3-Month | 550 | 671 | 81.97 | | 6-Month | 523 | 663 | 78.88 | | 1-Year | 505 | 646 | 78.17 | | 3-Year | | 573 | N/A | | 5-Year | | 475 | N/A |
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