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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.82% | | 5-Year Average Return: | -1.93% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 18.39% | |
Worst 1-Yr Total Return (2008): | -36.72% | |
Best 3-Yr Total Return (2004-6): | 13.27% | |
Worst 3-Yr Total Return (2006-8): | -11.35% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DFSCX | Category | Diff | Index* | Diff | | Year To Date | 17.82 | 22.72 | -4.9 | 24.07 | -6.25 | | 1-Month | 1.78 | 3.14 | -1.36 | 6.00 | -4.22 | | 3-Month | -0.19 | 3.09 | -3.28 | 7.91 | -8.1 | | 1-Year | 24.49 | 29.36 | -4.87 | 25.39 | -0.9 | | 3-Year | -10.45 | -8.14 | -2.31 | -5.79 | -4.66 | | 5-Year | -1.93 | -0.30 | -1.63 | 0.71 | -2.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.12 | 57.49 | 5.63 | 45.76 | 17.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.15 | -19.40 | -0.75 | -18.25 | -1.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.72 | -36.56 | -0.16 | | 2007 | | | -5.22 | -1.10 | -4.12 | | 2006 | | | 16.16 | 15.03 | 1.13 | | 2005 | | | 5.69 | 6.75 | -1.06 | | 2004 | | | 18.39 | 18.94 | -0.55 | | 2003 | | | 60.72 | 43.41 | 17.31 | | 2002 | | | -13.27 | -16.22 | 2.95 | | 2001 | | | 22.77 | 8.92 | 13.85 | | 2000 | | | -3.60 | 11.89 | -15.49 | | 1999 | | | 29.79 | 19.95 | 9.84 |
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| PAST QUARTERLY RETURNS (%) FOR
DFSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.13 | 24.76 | 19.31 | N/A | | 2008 | -10.27 | -3.47 | 0.05 | -26.98 | | 2007 | 1.66 | 4.35 | -4.03 | -6.91 | | 2006 | 14.39 | -7.11 | -0.21 | 9.55 | | 2005 | -6.43 | 3.93 | 6.78 | 1.78 | | 2004 | 6.46 | 0.14 | -4.32 | 16.06 | | 2003 | -3.99 | 27.35 | 12.56 | 16.77 | | 2002 | 6.99 | -3.92 | -20.70 | 6.39 | | 2001 | 0.73 | 21.83 | -17.50 | 21.26 | | 2000 | 21.09 | -8.58 | 3.44 | -15.82 | | 1999 | N/A | N/A | N/A | 21.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 420 | 657 | 63.93 | | 1-Month | 142 | 679 | 20.91 | | 3-Month | 610 | 671 | 90.91 | | 6-Month | 384 | 663 | 57.92 | | 1-Year | 323 | 646 | 50.00 | | 3-Year | 370 | 573 | 64.57 | | 5-Year | 303 | 475 | 63.79 |
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