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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.91% | | 5-Year Average Return: | -0.01% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.87% | |
Worst 1-Yr Total Return (2008): | -36.01% | |
Best 3-Yr Total Return (2004-6): | 13.40% | |
Worst 3-Yr Total Return (2006-8): | -10.23% |
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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 | DFSTX | Category | Diff | Index* | Diff | | Year To Date | 25.91 | 22.72 | 3.19 | 24.07 | 1.84 | | 1-Month | 2.55 | 3.14 | -0.59 | 6.00 | -3.45 | | 3-Month | 1.38 | 3.09 | -1.71 | 7.91 | -6.53 | | 1-Year | 32.09 | 29.36 | 2.73 | 25.39 | 6.7 | | 3-Year | -7.69 | -8.14 | 0.45 | -5.79 | -1.9 | | 5-Year | -0.01 | -0.30 | 0.29 | 0.71 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.71 | 57.49 | 11.22 | 45.76 | 22.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.42 | -19.40 | 2.98 | -18.25 | 1.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.01 | -36.56 | 0.55 | | 2007 | | | -3.06 | -1.10 | -1.96 | | 2006 | | | 16.61 | 15.03 | 1.58 | | 2005 | | | 6.09 | 6.75 | -0.66 | | 2004 | | | 17.87 | 18.94 | -1.07 | | 2003 | | | 51.49 | 43.41 | 8.08 | | 2002 | | | -19.14 | -16.22 | -2.92 | | 2001 | | | 12.69 | 8.92 | 3.77 | | 2000 | | | 2.45 | 11.89 | -9.44 | | 1999 | | | 25.42 | 19.95 | 5.47 |
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| PAST QUARTERLY RETURNS (%) FOR
DFSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.75 | 25.94 | 21.45 | N/A | | 2008 | -9.59 | -1.60 | -1.66 | -26.85 | | 2007 | 2.04 | 4.53 | -3.50 | -5.82 | | 2006 | 13.87 | -5.79 | -0.34 | 9.06 | | 2005 | -5.07 | 4.00 | 6.01 | 1.36 | | 2004 | 5.88 | 1.15 | -4.03 | 14.68 | | 2003 | -4.93 | 25.73 | 9.90 | 15.32 | | 2002 | 4.86 | -8.86 | -20.79 | 6.82 | | 2001 | -3.15 | 18.52 | -19.96 | 22.65 | | 2000 | 11.51 | -3.80 | 3.14 | -7.40 | | 1999 | N/A | N/A | N/A | 18.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 183 | 657 | 27.85 | | 1-Month | 332 | 679 | 48.90 | | 3-Month | 583 | 671 | 86.89 | | 6-Month | 165 | 663 | 24.89 | | 1-Year | 149 | 646 | 23.07 | | 3-Year | 225 | 573 | 39.27 | | 5-Year | 187 | 475 | 39.37 |
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0.02% Nasdaq 0.00%
Performance
