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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.14% | | 5-Year Average Return: | 1.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.28% | |
Worst 1-Yr Total Return (2008): | -41.61% | |
Best 3-Yr Total Return (2005-7): | 9.03% | |
Worst 3-Yr Total Return (2006-8): | -11.71% |
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| 1-Year: | -5.69% | | 3-Year: | -4.13% | | 5-Year: | 2.21% | | 10-Year: | 2.22% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DFCIX | Category | Diff | Index* | Diff | | Year To Date | 31.14 | 25.80 | 5.34 | 17.05 | 14.09 | | 1-Month | -2.83 | -4.37 | 1.54 | -1.86 | -0.97 | | 3-Month | 7.77 | 4.09 | 3.68 | 5.48 | 2.29 | | 1-Year | 22.56 | 16.23 | 6.33 | 9.80 | 12.76 | | 3-Year | -4.08 | -5.36 | 1.28 | -7.02 | 2.94 | | 5-Year | 1.97 | 1.68 | 0.29 | 0.33 | 1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.28 | 47.87 | -2.59 | 45.76 | -0.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.29 | -19.87 | 0.58 | -18.25 | -1.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.61 | -43.77 | 2.16 | | 2007 | | | 12.28 | 15.09 | -2.81 | | 2006 | | | 4.97 | 9.00 | -4.03 | | 2005 | | | 9.98 | 9.84 | 0.14 | | 2004 | | | 12.17 | 13.23 | -1.06 | | 2003 | | | 39.14 | 35.96 | 3.18 | | 2002 | | | -24.89 | -27.24 | 2.35 | | 2001 | | | -17.08 | -19.98 | 2.90 | | 2000 | | | -10.17 | -4.78 | -5.39 | | 1999 | | | 64.69 | 60.49 | 4.20 |
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| PAST QUARTERLY RETURNS (%) FOR
DFCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.52 | 14.84 | 16.90 | N/A | | 2008 | -13.93 | 6.15 | -13.80 | -25.85 | | 2007 | 4.91 | 7.85 | 2.86 | -3.52 | | 2006 | 9.04 | -6.02 | -3.05 | 5.66 | | 2005 | -3.66 | 3.42 | 5.24 | 4.89 | | 2004 | 2.87 | -0.30 | -5.61 | 15.85 | | 2003 | -1.50 | 18.56 | 4.40 | 14.12 | | 2002 | -2.36 | -11.15 | -17.75 | 5.26 | | 2001 | -23.31 | 12.53 | -22.06 | 23.28 | | 2000 | 22.55 | -12.46 | 11.40 | -24.83 | | 1999 | N/A | N/A | N/A | 48.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 228 | 848 | 26.89 | | 1-Month | 171 | 901 | 18.98 | | 3-Month | 62 | 898 | 6.90 | | 6-Month | 390 | 868 | 44.93 | | 1-Year | 210 | 847 | 24.79 | | 3-Year | 220 | 749 | 29.37 | | 5-Year | 255 | 636 | 40.09 |
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0.22% Nasdaq 
Performance
