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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.22% | | 5-Year Average Return: | 0.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.72% | |
Worst 1-Yr Total Return (2008): | -36.76% | |
Best 3-Yr Total Return (2004-6): | 10.40% | |
Worst 3-Yr Total Return (2006-8): | -8.26% |
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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 | DFUSX | Category | Diff | Index* | Diff | | Year To Date | 24.22 | 25.10 | -0.88 | 24.07 | 0.15 | | 1-Month | 6.00 | 5.28 | 0.72 | 6.00 | 0 | | 3-Month | 7.86 | 7.01 | 0.85 | 7.91 | -0.05 | | 1-Year | 25.58 | 28.01 | -2.43 | 25.39 | 0.19 | | 3-Year | -5.62 | -5.87 | 0.25 | -5.79 | 0.17 | | 5-Year | 0.81 | 0.64 | 0.17 | 0.71 | 0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.85 | 46.08 | -0.23 | 45.76 | 0.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.85 | -17.41 | -0.44 | -18.25 | 0.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DFUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.76 | -37.79 | 1.03 | | 2007 | | | 5.52 | 6.16 | -0.64 | | 2006 | | | 15.72 | 14.17 | 1.55 | | 2005 | | | 4.98 | 5.88 | -0.90 | | 2004 | | | 10.77 | 10.02 | 0.75 | | 2003 | | | 28.53 | 27.05 | 1.48 | | 2002 | | | -22.23 | -22.25 | 0.02 | | 2001 | | | -12.06 | -13.50 | 1.44 | | 2000 | | | -9.15 | -6.31 | -2.84 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DFUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.89 | 15.93 | 15.66 | N/A | | 2008 | -9.40 | -2.73 | -8.26 | -21.78 | | 2007 | 0.60 | 6.35 | 1.99 | -3.29 | | 2006 | 4.16 | -1.39 | 5.61 | 6.67 | | 2005 | -2.12 | 1.37 | 3.61 | 2.10 | | 2004 | 1.72 | 1.73 | -1.96 | 9.18 | | 2003 | -3.18 | 15.49 | 2.49 | 12.15 | | 2002 | 0.22 | -13.42 | -17.25 | 8.30 | | 2001 | -11.95 | 5.81 | -14.66 | 10.61 | | 2000 | 2.26 | -2.89 | -0.81 | -7.77 | | 1999 | N/A | N/A | N/A | 14.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 990 | 2021 | 48.99 | | 1-Month | 591 | 2113 | 27.97 | | 3-Month | 439 | 2091 | 20.99 | | 6-Month | 433 | 2064 | 20.98 | | 1-Year | 948 | 2011 | 47.14 | | 3-Year | 650 | 1707 | 38.08 | | 5-Year | 524 | 1360 | 38.53 |
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0.02% Nasdaq 
Performance
