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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.77% | | 5-Year Average Return: | 4.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.41% | |
Worst 1-Yr Total Return (2008): | -2.39% | |
Best 3-Yr Total Return (2005-7): | 2.59% | |
Worst 3-Yr Total Return (2006-8): | 1.35% |
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| 1-Year: | 14.13% | | 3-Year: | 5.35% | | 5-Year: | 4.07% | | 10-Year: | 5.14% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DEGBX | Category | Diff | Index* | Diff | | Year To Date | 17.77 | 13.54 | 4.23 | 6.24 | 11.53 | | 1-Month | 1.01 | 0.89 | 0.12 | 0.49 | 0.52 | | 3-Month | 4.57 | 4.14 | 0.43 | 2.60 | 1.97 | | 1-Year | 23.68 | 17.86 | 5.82 | 13.79 | 9.89 | | 3-Year | 6.22 | 4.54 | 1.68 | 6.35 | -0.13 | | 5-Year | 4.39 | 3.85 | 0.54 | 5.05 | -0.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.38 | 13.81 | 3.57 | 7.06 | 10.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.38 | 6.49 | 4.89 | 7.94 | 3.44 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DEGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.39 | -4.70 | 2.31 | | 2007 | | | 4.41 | 4.70 | -0.29 | | 2006 | | | 2.15 | 4.15 | -2.00 | | 2005 | | | 1.23 | 1.80 | -0.57 | | 2004 | | | 3.11 | 3.91 | -0.80 | | 2003 | | | 1.39 | 5.10 | -3.71 | | 2002 | | | 9.08 | 8.04 | 1.04 | | 2001 | | | 6.42 | 7.64 | -1.22 | | 2000 | | | 11.22 | 9.44 | 1.78 | | 1999 | | | -3.27 | -1.35 | -1.92 |
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| PAST QUARTERLY RETURNS (%) FOR
DEGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.12 | 7.73 | 8.09 | N/A | | 2008 | 1.34 | -1.16 | -3.82 | 1.32 | | 2007 | 1.09 | -0.91 | 2.09 | 2.10 | | 2006 | -1.43 | -0.50 | 3.85 | 0.29 | | 2005 | 0.09 | 2.75 | -1.62 | 0.05 | | 2004 | 2.53 | -2.64 | 2.69 | 0.58 | | 2003 | 0.27 | 2.12 | -0.46 | -0.53 | | 2002 | -0.33 | 3.69 | 4.74 | 0.78 | | 2001 | 2.59 | -0.54 | 4.88 | -0.55 | | 2000 | 2.20 | 1.26 | 2.66 | 4.69 | | 1999 | N/A | N/A | N/A | -0.49 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 213 | 1122 | 18.98 | | 1-Month | 442 | 1164 | 37.97 | | 3-Month | 380 | 1154 | 32.93 | | 6-Month | 249 | 1133 | 21.98 | | 1-Year | 132 | 1113 | 11.86 | | 3-Year | 200 | 957 | 20.90 | | 5-Year | 274 | 845 | 32.43 |
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