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| Morningstar Return Rating: | Average | | Year to Date Return: | 33.96% | | 5-Year Average Return: | 2.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.93% | |
Worst 1-Yr Total Return (2008): | -42.52% | |
Best 3-Yr Total Return (2004-6): | 18.25% | |
Worst 3-Yr Total Return (2006-8): | -9.58% |
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| 1-Year: | -0.79% | | 3-Year: | -6.70% | | 5-Year: | 2.92% | | 10-Year: | 3.73% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DEGIX | Category | Diff | Index* | Diff | | Year To Date | 33.96 | 28.50 | 5.46 | 29.91 | 4.05 | | 1-Month | 4.30 | 2.93 | 1.37 | 2.00 | 2.3 | | 3-Month | 7.34 | 4.52 | 2.82 | 4.58 | 2.76 | | 1-Year | 44.76 | 37.87 | 6.89 | 37.72 | 7.04 | | 3-Year | -5.93 | -5.94 | 0.01 | -5.52 | -0.41 | | 5-Year | 2.94 | 3.48 | -0.54 | 4.13 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.80 | 59.57 | -0.77 | 59.35 | -0.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.86 | -11.44 | 0.58 | -14.95 | 4.09 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DEGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.52 | -42.41 | -0.11 | | 2007 | | | 4.63 | 9.01 | -4.38 | | 2006 | | | 22.93 | 25.98 | -3.05 | | 2005 | | | 11.84 | 13.19 | -1.35 | | 2004 | | | 20.25 | 21.99 | -1.74 | | 2003 | | | 39.97 | 39.07 | 0.90 | | 2002 | | | -10.77 | -12.37 | 1.60 | | 2001 | | | -12.71 | -15.98 | 3.27 | | 2000 | | | -1.20 | -6.76 | 5.56 | | 1999 | | | 13.78 | 30.02 | -16.24 |
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| PAST QUARTERLY RETURNS (%) FOR
DEGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.63 | 22.07 | 20.92 | N/A | | 2008 | -8.40 | -6.54 | -16.81 | -19.30 | | 2007 | 3.92 | 6.80 | -2.08 | -3.72 | | 2006 | 8.02 | -1.29 | 4.95 | 9.86 | | 2005 | 0.65 | -0.18 | 8.81 | 2.30 | | 2004 | 1.83 | 1.39 | 2.53 | 13.61 | | 2003 | -6.34 | 21.98 | 4.10 | 17.69 | | 2002 | 3.91 | 0.72 | -19.30 | 5.65 | | 2001 | -9.59 | 1.93 | -12.91 | 8.76 | | 2000 | -6.00 | 5.56 | -7.66 | 7.84 | | 1999 | N/A | N/A | N/A | 9.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 64 | 340 | 18.82 | | 1-Month | 123 | 354 | 34.75 | | 3-Month | 14 | 354 | 3.95 | | 6-Month | 28 | 352 | 7.95 | | 1-Year | 56 | 338 | 16.57 | | 3-Year | 122 | 265 | 46.04 | | 5-Year | 112 | 199 | 56.28 |
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0.51% Nasdaq 
Performance
