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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.97% | | 5-Year Average Return: | 1.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 32.94% | |
Worst 1-Yr Total Return (2008): | -40.18% | |
Best 3-Yr Total Return (2004-6): | 22.66% | |
Worst 3-Yr Total Return (2006-8): | -8.48% |
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| 1-Year: | -24.30% | | 3-Year: | -7.04% | | 5-Year: | 2.85% | | 10-Year: | 8.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KSCVX | Category | Diff | Index* | Diff | | Year To Date | 13.97 | 22.72 | -8.75 | 24.07 | -10.1 | | 1-Month | 3.33 | 3.14 | 0.19 | 6.00 | -2.67 | | 3-Month | 2.25 | 3.09 | -0.84 | 7.91 | -5.66 | | 1-Year | 16.76 | 29.36 | -12.6 | 25.39 | -8.63 | | 3-Year | -10.08 | -8.14 | -1.94 | -5.79 | -4.29 | | 5-Year | 1.00 | -0.30 | 1.3 | 0.71 | 0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.46 | 57.49 | -1.03 | 45.76 | 10.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.82 | -19.40 | -17.42 | -18.25 | -18.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KSCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.18 | -36.56 | -3.62 | | 2007 | | | 7.17 | -1.10 | 8.27 | | 2006 | | | 19.55 | 15.03 | 4.52 | | 2005 | | | 16.12 | 6.75 | 9.37 | | 2004 | | | 32.94 | 18.94 | 14.00 | | 2003 | | | 39.31 | 43.41 | -4.10 | | 2002 | | | -8.47 | -16.22 | 7.75 | | 2001 | | | 13.65 | 8.92 | 4.73 | | 2000 | | | 12.87 | 11.89 | 0.98 | | 1999 | | | 6.18 | 19.95 | -13.77 |
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| PAST QUARTERLY RETURNS (%) FOR
KSCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.55 | 22.39 | 18.98 | N/A | | 2008 | -3.52 | 12.35 | -18.43 | -32.34 | | 2007 | 4.10 | 8.69 | -1.90 | -3.45 | | 2006 | 14.60 | -0.52 | -6.35 | 11.98 | | 2005 | 0.18 | 0.79 | 13.41 | 1.40 | | 2004 | 7.05 | 3.77 | 3.54 | 15.59 | | 2003 | -6.70 | 20.18 | 4.71 | 18.65 | | 2002 | 10.09 | -2.14 | -17.29 | 2.72 | | 2001 | 2.42 | 8.72 | -11.34 | 15.12 | | 2000 | -0.24 | 0.15 | 5.97 | 6.61 | | 1999 | N/A | N/A | N/A | 3.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 565 | 657 | 86.00 | | 1-Month | 461 | 679 | 67.89 | | 3-Month | 530 | 671 | 78.99 | | 6-Month | 543 | 663 | 81.90 | | 1-Year | 493 | 646 | 76.32 | | 3-Year | 346 | 573 | 60.38 | | 5-Year | 123 | 475 | 25.89 |
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0.10% Nasdaq 
0.27%
Performance
