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| Morningstar Return Rating: | Low | | Year to Date Return: | 38.83% | | 5-Year Average Return: | -8.20% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 30.16% | |
Worst 1-Yr Total Return (2008): | -58.78% | |
Best 3-Yr Total Return (2004-6): | 20.28% | |
Worst 3-Yr Total Return (2006-8): | -25.14% |
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| 1-Year: | -35.68% | | 3-Year: | -23.50% | | 5-Year: | -7.50% | | 10-Year: | 7.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KSRAX | Category | Diff | Index* | Diff | | Year To Date | 38.83 | 22.99 | 15.84 | 24.07 | 14.76 | | 1-Month | 5.02 | 6.66 | -1.64 | 6.00 | -0.98 | | 3-Month | 8.64 | 8.82 | -0.18 | 7.91 | 0.73 | | 1-Year | 58.21 | 42.04 | 16.17 | 25.39 | 32.82 | | 3-Year | -23.81 | -15.72 | -8.09 | -5.79 | -18.02 | | 5-Year | -8.20 | -1.07 | -7.13 | 0.71 | -8.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 90.64 | 78.85 | 11.79 | 45.76 | 44.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.54 | -30.70 | -11.84 | -18.25 | -24.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KSRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.78 | -39.55 | -19.23 | | 2007 | | | -21.81 | -14.66 | -7.15 | | 2006 | | | 30.16 | 33.58 | -3.42 | | 2005 | | | 4.76 | 11.51 | -6.75 | | 2004 | | | 27.63 | 32.02 | -4.39 | | 2003 | | | 31.83 | 36.80 | -4.97 | | 2002 | | | 4.14 | 4.54 | -0.40 | | 2001 | | | 30.15 | 10.00 | 20.15 | | 2000 | | | 27.05 | 27.02 | 0.03 | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
KSRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -23.92 | 38.89 | 30.77 | N/A | | 2008 | -2.02 | -6.17 | -9.21 | -50.61 | | 2007 | 3.13 | -8.62 | -2.79 | -14.64 | | 2006 | 11.71 | 1.70 | 7.41 | 6.66 | | 2005 | -6.91 | 12.86 | -0.31 | 0.02 | | 2004 | 12.28 | -9.34 | 6.00 | 18.28 | | 2003 | 0.52 | 13.56 | 4.85 | 10.15 | | 2002 | 4.55 | 6.00 | -8.77 | 3.00 | | 2001 | 8.14 | 13.54 | 0.05 | 5.94 | | 2000 | 1.82 | 16.71 | 9.33 | -2.21 | | 1999 | N/A | N/A | N/A | 20.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 18 | 267 | 6.74 | | 1-Month | 22 | 282 | 7.80 | | 3-Month | 66 | 276 | 23.91 | | 6-Month | 45 | 270 | 16.67 | | 1-Year | 15 | 265 | 5.66 | | 3-Year | 190 | 228 | 83.33 | | 5-Year | 166 | 201 | 82.59 |
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0.20% Nasdaq 
Performance
