|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.32% | | 5-Year Average Return: | -1.29% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 22.55% | |
Worst 1-Yr Total Return (2008): | -34.92% | |
Best 3-Yr Total Return (2004-6): | 10.96% | |
Worst 3-Yr Total Return (2006-8): | -8.49% |
|
| 1-Year: | -7.02% | | 3-Year: | -9.81% | | 5-Year: | -1.42% | | 10-Year: | -0.02% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DECCX | Category | Diff | Index* | Diff | | Year To Date | 15.32 | 21.73 | -6.41 | 24.07 | -8.75 | | 1-Month | 4.64 | 5.16 | -0.52 | 6.00 | -1.36 | | 3-Month | 6.07 | 6.45 | -0.38 | 7.91 | -1.84 | | 1-Year | 20.69 | 24.67 | -3.98 | 25.39 | -4.7 | | 3-Year | -9.50 | -7.33 | -2.17 | -5.79 | -3.71 | | 5-Year | -1.29 | 0.27 | -1.56 | 0.71 | -2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.20 | 47.53 | -15.33 | 45.76 | -13.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.55 | -16.99 | -1.56 | -18.25 | -0.3 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DECCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.92 | -37.09 | 2.17 | | 2007 | | | -3.92 | 1.42 | -5.34 | | 2006 | | | 22.55 | 18.15 | 4.40 | | 2005 | | | 2.09 | 5.95 | -3.86 | | 2004 | | | 9.18 | 12.97 | -3.79 | | 2003 | | | 26.82 | 28.44 | -1.62 | | 2002 | | | -19.68 | -18.69 | -0.99 | | 2001 | | | -4.54 | -4.99 | 0.45 | | 2000 | | | 8.64 | 7.87 | 0.77 | | 1999 | | | -4.39 | 6.72 | -11.11 |
|
| PAST QUARTERLY RETURNS (%) FOR
DECCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.65 | 10.44 | 11.23 | N/A | | 2008 | -10.28 | -6.30 | -9.50 | -14.46 | | 2007 | 0.16 | 6.14 | -3.12 | -6.70 | | 2006 | 6.05 | -0.08 | 8.19 | 6.90 | | 2005 | -1.09 | -0.27 | 3.54 | -0.03 | | 2004 | 1.11 | 1.50 | -1.88 | 8.42 | | 2003 | -5.00 | 17.18 | 1.92 | 11.78 | | 2002 | 2.48 | -9.10 | -19.01 | 6.47 | | 2001 | -4.97 | 3.13 | -10.73 | 9.11 | | 2000 | -5.58 | -0.94 | 8.06 | 7.49 | | 1999 | N/A | N/A | N/A | 0.80 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1047 | 1293 | 80.97 | | 1-Month | 214 | 1338 | 15.99 | | 3-Month | 252 | 1329 | 18.96 | | 6-Month | 1069 | 1320 | 80.98 | | 1-Year | 787 | 1280 | 61.48 | | 3-Year | 781 | 1088 | 71.78 | | 5-Year | 632 | 917 | 68.92 |
|
|
|
|
|
0.01% Nasdaq 
0.06 (0.45%) 
Performance
