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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.50% | | 5-Year Average Return: | 3.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.39% | |
Worst 1-Yr Total Return (2008): | -42.22% | |
Best 3-Yr Total Return (2005-7): | 15.52% | |
Worst 3-Yr Total Return (2006-8): | -7.03% |
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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 | KAUFX | Category | Diff | Index* | Diff | | Year To Date | 17.50 | 25.80 | -8.3 | 17.05 | 0.45 | | 1-Month | -6.00 | -4.37 | -1.63 | -1.86 | -4.14 | | 3-Month | 0.48 | 4.09 | -3.61 | 5.48 | -5 | | 1-Year | 11.02 | 16.23 | -5.21 | 9.80 | 1.22 | | 3-Year | -4.55 | -5.36 | 0.81 | -7.02 | 2.47 | | 5-Year | 3.03 | 1.68 | 1.35 | 0.33 | 2.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.23 | 47.87 | -3.64 | 45.76 | -1.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.81 | -19.87 | 0.06 | -18.25 | -1.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KAUFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.22 | -43.77 | 1.55 | | 2007 | | | 21.39 | 15.09 | 6.30 | | 2006 | | | 14.57 | 9.00 | 5.57 | | 2005 | | | 10.84 | 9.84 | 1.00 | | 2004 | | | 14.29 | 13.23 | 1.06 | | 2003 | | | 45.08 | 35.96 | 9.12 | | 2002 | | | -21.41 | -27.24 | 5.83 | | 2001 | | | 7.85 | -19.98 | 27.83 | | 2000 | | | 10.86 | -4.78 | 15.64 | | 1999 | | | 26.01 | 60.49 | -34.48 |
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| PAST QUARTERLY RETURNS (%) FOR
KAUFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.22 | 16.77 | 15.38 | N/A | | 2008 | -13.16 | -0.37 | -13.54 | -22.75 | | 2007 | 3.71 | 9.37 | 3.12 | 3.78 | | 2006 | 9.64 | -6.19 | 1.04 | 10.24 | | 2005 | -3.54 | 3.29 | 6.93 | 4.04 | | 2004 | 4.64 | 0.58 | -5.17 | 14.52 | | 2003 | -5.51 | 28.22 | 11.48 | 7.41 | | 2002 | -1.14 | -8.06 | -14.04 | 0.58 | | 2001 | -6.09 | 14.42 | -12.82 | 15.13 | | 2000 | 20.67 | -6.27 | 4.61 | -6.30 | | 1999 | N/A | N/A | N/A | 35.55 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 712 | 848 | 83.96 | | 1-Month | 810 | 901 | 89.90 | | 3-Month | 862 | 898 | 95.99 | | 6-Month | 251 | 868 | 28.92 | | 1-Year | 594 | 847 | 70.13 | | 3-Year | 306 | 749 | 40.85 | | 5-Year | 196 | 636 | 30.82 |
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1.48% Nasdaq 
0.03 (0.67%) 
Performance
