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| Morningstar Return Rating: | Below average | | Year to Date Return: | 49.67% | | 5-Year Average Return: | 0.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.44% | |
Worst 1-Yr Total Return (2008): | -45.69% | |
Best 3-Yr Total Return (2005-7): | 6.27% | |
Worst 3-Yr Total Return (2006-8): | -14.44% |
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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 | KTCIX | Category | Diff | Index* | Diff | | Year To Date | 49.67 | 51.81 | -2.14 | 24.07 | 25.6 | | 1-Month | 4.57 | 5.12 | -0.55 | 6.00 | -1.43 | | 3-Month | 8.00 | 7.87 | 0.13 | 7.91 | 0.09 | | 1-Year | 49.27 | 57.69 | -8.42 | 25.39 | 23.88 | | 3-Year | -3.07 | -1.61 | -1.46 | -5.79 | 2.72 | | 5-Year | 0.32 | 2.56 | -2.24 | 0.71 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.26 | 59.60 | -4.34 | 45.76 | 9.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.96 | -9.33 | -2.63 | -18.25 | 6.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KTCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.69 | -45.33 | -0.36 | | 2007 | | | 14.44 | 16.12 | -1.68 | | 2006 | | | 0.75 | 7.08 | -6.33 | | 2005 | | | 4.09 | 5.76 | -1.67 | | 2004 | | | 2.86 | 4.24 | -1.38 | | 2003 | | | 49.13 | 55.77 | -6.64 | | 2002 | | | N/A | -42.86 | N/A | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
KTCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.27 | 20.87 | 15.78 | N/A | | 2008 | -16.90 | 1.57 | -13.92 | -25.25 | | 2007 | -0.41 | 9.00 | 7.42 | -1.85 | | 2006 | 2.17 | -11.78 | 7.14 | 4.33 | | 2005 | -8.44 | 2.38 | 6.59 | 4.18 | | 2004 | -1.25 | 1.45 | -10.81 | 15.13 | | 2003 | -0.80 | 20.05 | 10.31 | 13.52 | | 2002 | N/A | N/A | N/A | 22.39 | | 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 | 98 | 215 | 45.58 | | 1-Month | 167 | 229 | 72.93 | | 3-Month | 80 | 229 | 34.93 | | 6-Month | 106 | 217 | 48.85 | | 1-Year | 115 | 207 | 55.56 | | 3-Year | 104 | 198 | 52.53 | | 5-Year | 115 | 186 | 61.83 |
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0.51% Nasdaq 
Performance
