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| Morningstar Return Rating: | Above average | | Year to Date Return: | 42.28% | | 5-Year Average Return: | -1.28% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.65% | |
Worst 1-Yr Total Return (2008): | -46.13% | |
Best 3-Yr Total Return (2004-6): | 11.87% | |
Worst 3-Yr Total Return (2006-8): | -15.91% |
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| 1-Year: | -4.27% | | 3-Year: | -9.90% | | 5-Year: | -1.17% | | 10-Year: | 2.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DFIBX | Category | Diff | Index* | Diff | | Year To Date | 42.28 | 24.03 | 18.25 | 24.07 | 18.21 | | 1-Month | 5.08 | 3.09 | 1.99 | 6.00 | -0.92 | | 3-Month | 7.57 | 0.88 | 6.69 | 7.91 | -0.34 | | 1-Year | 42.21 | 25.06 | 17.15 | 25.39 | 16.82 | | 3-Year | -9.41 | -14.98 | 5.57 | -5.79 | -3.62 | | 5-Year | -1.28 | -5.72 | 4.44 | 0.71 | -1.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 74.61 | 76.37 | -1.76 | 45.76 | 28.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.74 | -13.82 | 1.08 | -18.25 | 5.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.13 | -43.91 | -2.22 | | 2007 | | | -6.17 | -11.64 | 5.47 | | 2006 | | | 17.65 | 16.90 | 0.75 | | 2005 | | | 7.08 | 6.74 | 0.34 | | 2004 | | | 11.13 | 14.02 | -2.89 | | 2003 | | | 35.74 | 33.56 | 2.18 | | 2002 | | | -19.69 | -10.28 | -9.41 | | 2001 | | | -9.92 | -2.05 | -7.87 | | 2000 | | | 31.00 | 27.74 | 3.26 | | 1999 | | | -1.71 | -1.79 | 0.08 |
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| PAST QUARTERLY RETURNS (%) FOR
DFIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.12 | 28.44 | 19.64 | N/A | | 2008 | -13.82 | -7.89 | -6.61 | -27.33 | | 2007 | -2.36 | 7.01 | -1.83 | -8.52 | | 2006 | 1.93 | -1.06 | 7.64 | 8.38 | | 2005 | -2.45 | -1.16 | 2.35 | 8.50 | | 2004 | 6.25 | -2.59 | -2.37 | 9.98 | | 2003 | -6.47 | 21.54 | 4.33 | 14.45 | | 2002 | -0.38 | -10.14 | -16.83 | 7.87 | | 2001 | -10.88 | 9.08 | -16.47 | 10.93 | | 2000 | 4.04 | 2.79 | 17.89 | 3.90 | | 1999 | N/A | N/A | N/A | 4.52 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 18 | 129 | 13.95 | | 1-Month | 67 | 129 | 51.94 | | 3-Month | 15 | 129 | 11.63 | | 6-Month | 41 | 129 | 31.78 | | 1-Year | 12 | 122 | 9.84 | | 3-Year | 24 | 107 | 22.43 | | 5-Year | 22 | 101 | 21.78 |
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0.51% Nasdaq 
Performance
