|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 1.33% | | 5-Year Average Return: | -0.35% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2005): | 38.29% | |
Worst 1-Yr Total Return (2008): | -12.12% | |
Best 3-Yr Total Return (2005-7): | 3.61% | |
Worst 3-Yr Total Return (2006-8): | -10.92% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DFJSX | Category | Diff | Index* | Diff | | Year To Date | 1.33 | 0.22 | 1.11 | -4.41 | 5.74 | | 1-Month | 1.33 | 0.22 | 1.11 | -4.41 | 5.74 | | 3-Month | -3.18 | 2.80 | -5.98 | -1.09 | -2.09 | | 1-Year | 12.28 | 24.15 | -11.87 | 39.68 | -27.4 | | 3-Year | -6.25 | -15.09 | 8.84 | -7.65 | 1.4 | | 5-Year | -0.35 | -4.74 | 4.39 | 2.99 | -3.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.42 | 44.37 | -5.95 | 59.35 | -20.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.94 | -12.97 | 23.91 | -14.95 | 25.89 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFJSX | Category | Diff | | 2009 | | | 3.20 | 7.42 | -4.22 | | 2008 | | | -12.12 | -35.14 | 23.02 | | 2007 | | | -8.53 | -9.10 | 0.57 | | 2006 | | | -12.07 | -1.75 | -10.32 | | 2005 | | | 38.29 | 32.69 | 5.60 | | 2004 | | | 30.41 | 13.96 | 16.45 | | 2003 | | | 55.79 | 38.14 | 17.65 | | 2002 | | | 0.71 | -14.18 | 14.89 | | 2001 | | | -16.91 | -31.38 | 14.47 | | 2000 | | | -9.75 | -35.86 | 26.11 |
|
| PAST QUARTERLY RETURNS (%) FOR
DFJSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.28 | 24.48 | 6.28 | -7.92 | | 2008 | -1.70 | -0.57 | -14.20 | 4.80 | | 2007 | 5.27 | -1.85 | -3.86 | -7.91 | | 2006 | 2.26 | -8.94 | -4.97 | -0.63 | | 2005 | 8.42 | -2.66 | 12.05 | 16.94 | | 2004 | 26.51 | 0.84 | -7.18 | 10.13 | | 2003 | 8.17 | 19.40 | 16.98 | 3.11 | | 2002 | 7.32 | 9.22 | -5.32 | -9.25 | | 2001 | 0.22 | 12.54 | -13.51 | -14.83 | | 2000 | 9.52 | 7.34 | -9.62 | -15.06 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 6 | 43 | 13.95 | | 1-Month | 4 | 43 | 9.30 | | 3-Month | 41 | 43 | 95.35 | | 6-Month | 28 | 41 | 68.29 | | 1-Year | 28 | 40 | 70.00 | | 3-Year | 1 | 30 | 3.33 | | 5-Year | 2 | 20 | 10.00 |
|
|
|
|
|