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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.86% | | 5-Year Average Return: | 5.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.05% | |
Worst 1-Yr Total Return (2008): | -1.65% | |
Best 3-Yr Total Return (2005-7): | 3.32% | |
Worst 3-Yr Total Return (2006-8): | 2.09% |
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| 1-Year: | 13.49% | | 3-Year: | 5.18% | | 5-Year: | 4.12% | | 10-Year: | 5.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DEGGX | Category | Diff | Index* | Diff | | Year To Date | 19.86 | 14.86 | 5 | 7.61 | 12.25 | | 1-Month | 1.16 | 1.13 | 0.03 | 1.29 | -0.13 | | 3-Month | 4.80 | 3.76 | 1.04 | 2.86 | 1.94 | | 1-Year | 23.57 | 18.84 | 4.73 | 11.63 | 11.94 | | 3-Year | 7.03 | 4.58 | 2.45 | 6.40 | 0.63 | | 5-Year | 5.64 | 4.20 | 1.44 | 5.49 | 0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.89 | 13.91 | 3.98 | 7.06 | 10.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 12.06 | 6.57 | 5.49 | 7.94 | 4.12 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DEGGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.65 | -4.70 | 3.05 | | 2007 | | | 5.05 | 4.70 | 0.35 | | 2006 | | | 3.00 | 4.15 | -1.15 | | 2005 | | | 1.94 | 1.80 | 0.14 | | 2004 | | | 3.83 | 3.91 | -0.08 | | 2003 | | | 2.09 | 5.10 | -3.01 | | 2002 | | | 9.88 | 8.04 | 1.84 | | 2001 | | | 7.19 | 7.64 | -0.45 | | 2000 | | | 11.99 | 9.44 | 2.55 | | 1999 | | | -2.59 | -1.35 | -1.24 |
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| PAST QUARTERLY RETURNS (%) FOR
DEGGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.30 | 7.93 | 8.29 | N/A | | 2008 | 1.53 | -0.97 | -3.50 | 1.37 | | 2007 | 1.14 | -0.73 | 2.28 | 2.29 | | 2006 | -1.26 | -0.33 | 4.03 | 0.60 | | 2005 | 0.26 | 2.93 | -1.31 | 0.09 | | 2004 | 2.71 | -2.47 | 2.88 | 0.76 | | 2003 | 0.43 | 2.31 | -0.29 | -0.36 | | 2002 | -0.15 | 3.88 | 4.92 | 0.96 | | 2001 | 2.80 | -0.41 | 5.08 | -0.36 | | 2000 | 2.37 | 1.43 | 2.84 | 4.87 | | 1999 | N/A | N/A | N/A | -0.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 180 | 1126 | 15.99 | | 1-Month | 233 | 1168 | 19.95 | | 3-Month | 220 | 1158 | 19.00 | | 6-Month | 182 | 1140 | 15.96 | | 1-Year | 182 | 1120 | 16.25 | | 3-Year | 76 | 970 | 7.84 | | 5-Year | 105 | 854 | 12.30 |
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