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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.60% | | 5-Year Average Return: | 1.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.26% | |
Worst 1-Yr Total Return (2008): | -30.48% | |
Best 3-Yr Total Return (2004-6): | 9.61% | |
Worst 3-Yr Total Return (2006-8): | -6.38% |
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| 1-Year: | -13.73% | | 3-Year: | -5.59% | | 5-Year: | -0.28% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | QUKTX | Category | Diff | Index* | Diff | | Year To Date | 16.60 | 31.20 | -14.6 | 24.07 | -7.47 | | 1-Month | 6.36 | 5.67 | 0.69 | 6.00 | 0.36 | | 3-Month | 7.73 | 8.18 | -0.45 | 7.91 | -0.18 | | 1-Year | 19.34 | 34.04 | -14.7 | 25.39 | -6.05 | | 3-Year | -2.42 | -3.89 | 1.47 | -5.79 | 3.37 | | 5-Year | 1.00 | 1.25 | -0.25 | 0.71 | 0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.05 | 43.84 | -20.79 | 45.76 | -22.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.21 | -18.03 | 0.82 | -18.25 | 1.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | QUKTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.48 | -40.67 | 10.19 | | 2007 | | | 13.77 | 13.35 | 0.42 | | 2006 | | | 3.75 | 7.05 | -3.30 | | 2005 | | | 9.17 | 6.71 | 2.46 | | 2004 | | | 16.26 | 7.81 | 8.45 | | 2003 | | | 26.03 | 28.66 | -2.63 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
QUKTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.53 | 11.16 | 7.19 | N/A | | 2008 | -6.78 | -3.95 | -6.28 | -17.15 | | 2007 | 1.12 | 4.53 | 4.87 | 2.63 | | 2006 | 3.43 | -3.32 | 1.54 | 2.18 | | 2005 | 4.61 | -2.50 | 5.05 | 1.90 | | 2004 | 3.40 | 4.57 | 1.75 | 5.68 | | 2003 | -6.12 | 13.55 | 3.54 | 14.19 | | 2002 | N/A | -7.82 | -13.36 | 3.92 | | 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 | 1763 | 1818 | 96.97 | | 1-Month | 1200 | 1906 | 62.96 | | 3-Month | 685 | 1904 | 35.98 | | 6-Month | 1810 | 1866 | 97.00 | | 1-Year | 1501 | 1815 | 82.70 | | 3-Year | 399 | 1537 | 25.96 | | 5-Year | 490 | 1273 | 38.49 |
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0.20% Nasdaq 
Performance
