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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.74% | | 5-Year Average Return: | -1.76% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.61% | |
Worst 1-Yr Total Return (2008): | -38.43% | |
Best 3-Yr Total Return (2004-6): | 13.50% | |
Worst 3-Yr Total Return (2006-8): | -11.23% |
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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 | DFTSX | Category | Diff | Index* | Diff | | Year To Date | 16.74 | 22.72 | -5.98 | 24.07 | -7.33 | | 1-Month | 2.34 | 3.14 | -0.8 | 6.00 | -3.66 | | 3-Month | 0.31 | 3.09 | -2.78 | 7.91 | -7.6 | | 1-Year | 21.80 | 29.36 | -7.56 | 25.39 | -3.59 | | 3-Year | -10.74 | -8.14 | -2.6 | -5.79 | -4.95 | | 5-Year | -1.76 | -0.30 | -1.46 | 0.71 | -2.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.35 | 57.49 | 0.86 | 45.76 | 12.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.95 | -19.40 | -4.55 | -18.25 | -5.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFTSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.43 | -36.56 | -1.87 | | 2007 | | | -1.63 | -1.10 | -0.53 | | 2006 | | | 15.49 | 15.03 | 0.46 | | 2005 | | | 7.64 | 6.75 | 0.89 | | 2004 | | | 17.61 | 18.94 | -1.33 | | 2003 | | | 53.07 | 43.41 | 9.66 | | 2002 | | | -23.19 | -16.22 | -6.97 | | 2001 | | | 12.89 | 8.92 | 3.97 | | 2000 | | | 1.48 | 11.89 | -10.41 | | 1999 | | | 30.09 | 19.95 | 10.14 |
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| PAST QUARTERLY RETURNS (%) FOR
DFTSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.03 | 22.87 | 17.47 | N/A | | 2008 | -9.70 | -0.61 | -4.68 | -28.03 | | 2007 | 2.98 | 5.46 | -3.75 | -5.90 | | 2006 | 13.36 | -5.61 | -1.16 | 9.19 | | 2005 | -4.45 | 3.76 | 6.81 | 1.65 | | 2004 | 6.16 | 0.31 | -4.03 | 15.08 | | 2003 | -5.30 | 26.04 | 10.79 | 15.75 | | 2002 | 3.29 | -11.38 | -21.10 | 6.35 | | 2001 | -3.20 | 18.93 | -21.54 | 24.98 | | 2000 | 12.43 | -4.71 | 3.23 | -8.24 | | 1999 | N/A | N/A | N/A | 20.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 486 | 657 | 73.97 | | 1-Month | 251 | 679 | 36.97 | | 3-Month | 590 | 671 | 87.93 | | 6-Month | 490 | 663 | 73.91 | | 1-Year | 403 | 646 | 62.38 | | 3-Year | 380 | 573 | 66.32 | | 5-Year | 296 | 475 | 62.32 |
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0.02% Nasdaq 
0.33%
Performance
