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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.07% | | 5-Year Average Return: | 2.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.89% | |
Worst 1-Yr Total Return (2008): | -31.32% | |
Best 3-Yr Total Return (2004-6): | 10.32% | |
Worst 3-Yr Total Return (2006-8): | -6.81% |
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| 1-Year: | 1.65% | | 3-Year: | -3.38% | | 5-Year: | 2.25% | | 10-Year: | 1.69% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DFGAX | Category | Diff | Index* | Diff | | Year To Date | 23.07 | 18.65 | 4.42 | 17.05 | 6.02 | | 1-Month | -0.92 | -2.18 | 1.26 | -1.86 | 0.94 | | 3-Month | 5.53 | 5.08 | 0.45 | 5.48 | 0.05 | | 1-Year | 24.14 | 11.86 | 12.28 | 9.80 | 14.34 | | 3-Year | -2.75 | -6.78 | 4.03 | -7.02 | 4.27 | | 5-Year | 2.95 | 0.49 | 2.46 | 0.33 | 2.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.44 | 45.26 | -3.82 | 45.76 | -4.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.30 | -15.99 | 9.69 | -18.25 | 11.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.32 | -37.79 | 6.47 | | 2007 | | | 5.59 | 6.16 | -0.57 | | 2006 | | | 11.61 | 14.17 | -2.56 | | 2005 | | | 7.51 | 5.88 | 1.63 | | 2004 | | | 11.89 | 10.02 | 1.87 | | 2003 | | | 28.22 | 27.05 | 1.17 | | 2002 | | | -15.90 | -22.25 | 6.35 | | 2001 | | | -7.77 | -13.50 | 5.73 | | 2000 | | | -6.79 | -6.31 | -0.48 | | 1999 | | | 14.41 | 20.16 | -5.75 |
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| PAST QUARTERLY RETURNS (%) FOR
DFGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.73 | 16.13 | 14.68 | N/A | | 2008 | -8.07 | -3.82 | -10.53 | -13.18 | | 2007 | 1.33 | 4.87 | 1.43 | -2.04 | | 2006 | 4.36 | -2.56 | 3.31 | 6.24 | | 2005 | -0.84 | 1.27 | 5.22 | 1.75 | | 2004 | 1.63 | 0.11 | 0.23 | 9.72 | | 2003 | -2.53 | 15.14 | 2.92 | 11.01 | | 2002 | 1.74 | -8.68 | -14.59 | 5.98 | | 2001 | -9.59 | 5.81 | -12.77 | 10.52 | | 2000 | 1.99 | -2.44 | -0.30 | -6.04 | | 1999 | N/A | N/A | N/A | 11.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 483 | 2013 | 23.99 | | 1-Month | 717 | 2110 | 33.98 | | 3-Month | 627 | 2090 | 30.00 | | 6-Month | 389 | 2049 | 18.98 | | 1-Year | 156 | 1999 | 7.80 | | 3-Year | 75 | 1694 | 4.43 | | 5-Year | 100 | 1352 | 7.40 |
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