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| Morningstar Return Rating: | Average | | Year to Date Return: | 68.51% | | 5-Year Average Return: | 13.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 26.25% | |
Worst 1-Yr Total Return (2008): | -47.49% | |
Best 3-Yr Total Return (2005-7): | 25.67% | |
Worst 3-Yr Total Return (2006-8): | -5.76% |
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| 1-Year: | 21.51% | | 3-Year: | 7.80% | | 5-Year: | 15.04% | | 10-Year: | 12.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DCPEX | Category | Diff | Index* | Diff | | Year To Date | 68.51 | 67.76 | 0.75 | 29.91 | 38.6 | | 1-Month | 4.15 | 5.36 | -1.21 | 2.00 | 2.15 | | 3-Month | 12.23 | 13.28 | -1.05 | 4.58 | 7.65 | | 1-Year | 85.32 | 80.33 | 4.99 | 37.72 | 47.6 | | 3-Year | 5.00 | 2.54 | 2.46 | -5.52 | 10.52 | | 5-Year | 13.06 | 13.59 | -0.53 | 4.13 | 8.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 90.64 | 85.38 | 5.26 | 59.35 | 31.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.94 | -8.10 | 4.16 | -14.95 | 11.01 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DCPEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.49 | -54.44 | 6.95 | | 2007 | | | 26.25 | 36.68 | -10.43 | | 2006 | | | 26.24 | 32.06 | -5.82 | | 2005 | | | 24.54 | 31.54 | -7.00 | | 2004 | | | 25.90 | 23.54 | 2.36 | | 2003 | | | 51.74 | 55.19 | -3.45 | | 2002 | | | N/A | -6.05 | N/A | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DCPEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.34 | 36.16 | 22.22 | N/A | | 2008 | -9.99 | -2.19 | -19.94 | -25.50 | | 2007 | 0.73 | 14.21 | 7.36 | 2.23 | | 2006 | 11.32 | -5.46 | 4.22 | 15.09 | | 2005 | -1.65 | 4.66 | 14.96 | 5.24 | | 2004 | 7.89 | -6.43 | 5.92 | 17.73 | | 2003 | -6.59 | 23.69 | 12.28 | 16.97 | | 2002 | N/A | N/A | N/A | N/A | | 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 | 171 | 365 | 46.85 | | 1-Month | 270 | 381 | 70.87 | | 3-Month | 308 | 376 | 81.91 | | 6-Month | 186 | 373 | 49.87 | | 1-Year | 122 | 354 | 34.46 | | 3-Year | 51 | 260 | 19.62 | | 5-Year | 114 | 194 | 58.76 |
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