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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.61% | | 5-Year Average Return: | 6.17% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.15% | |
Worst 1-Yr Total Return (2008): | -2.92% | |
Best 3-Yr Total Return (2006-8): | 1.54% | |
Worst 3-Yr Total Return (2006-8): | 1.54% |
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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 | DEERX | Category | Diff | Index* | Diff | | Year To Date | 23.61 | 15.40 | 8.21 | 6.24 | 17.37 | | 1-Month | 0.50 | 0.24 | 0.26 | 0.49 | 0.01 | | 3-Month | 7.81 | 5.26 | 2.55 | 2.60 | 5.21 | | 1-Year | 48.96 | 30.47 | 18.49 | 13.79 | 35.17 | | 3-Year | 7.48 | 5.79 | 1.69 | 6.35 | 1.13 | | 5-Year | 6.17 | 4.29 | 1.88 | 5.05 | 1.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.90 | 23.33 | 7.57 | 7.06 | 23.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 17.31 | 8.82 | 8.49 | 7.94 | 9.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DEERX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.92 | -3.72 | 0.80 | | 2007 | | | 2.56 | 3.10 | -0.54 | | 2006 | | | 5.15 | 4.43 | 0.72 | | 2005 | | | N/A | 2.23 | N/A | | 2004 | | | N/A | 6.47 | N/A | | 2003 | | | N/A | 8.79 | N/A | | 2002 | | | N/A | 8.36 | N/A | | 2001 | | | N/A | 7.85 | N/A | | 2000 | | | N/A | 9.36 | N/A | | 1999 | | | N/A | -2.73 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DEERX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.49 | 14.56 | 14.82 | N/A | | 2008 | -0.03 | -1.85 | -8.68 | 8.35 | | 2007 | 0.96 | -2.19 | 1.72 | 2.11 | | 2006 | -2.82 | -2.12 | 7.72 | 2.63 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 15 | 49 | 30.61 | | 1-Month | 23 | 52 | 44.23 | | 3-Month | 4 | 52 | 7.69 | | 6-Month | 12 | 51 | 23.53 | | 1-Year | 3 | 49 | 6.12 | | 3-Year | 9 | 38 | 23.68 | | 5-Year | | 29 | N/A |
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0.22% Nasdaq 
0.03 (0.50%) 
Performance
