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| Morningstar Return Rating: | | | Year to Date Return: | 25.32% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -9.73% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DFMAX | Category | Diff | Index* | Diff | | Year To Date | 25.32 | 25.10 | 0.22 | 24.07 | 1.25 | | 1-Month | 3.86 | 5.28 | -1.42 | 6.00 | -2.14 | | 3-Month | 5.04 | 7.01 | -1.97 | 7.91 | -2.87 | | 1-Year | 28.77 | 28.01 | 0.76 | 25.39 | 3.38 | | 3-Year | N/A | -5.87 | N/A | -5.79 | N/A | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.15 | 46.08 | -0.93 | 45.76 | -0.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.11 | -17.41 | 1.3 | -18.25 | 2.14 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -37.79 | N/A | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DFMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.66 | 16.49 | 14.79 | N/A | | 2008 | N/A | N/A | N/A | -23.04 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 848 | 2021 | 41.96 | | 1-Month | 1584 | 2113 | 74.96 | | 3-Month | 1819 | 2091 | 86.99 | | 6-Month | 1898 | 2064 | 91.96 | | 1-Year | 565 | 2011 | 28.10 | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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0.51% Nasdaq 
Performance
