|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 1.24% | | 5-Year Average Return: | 5.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 49.30% | |
Worst 1-Yr Total Return (2008): | -25.90% | |
Best 3-Yr Total Return (2005-7): | 5.38% | |
Worst 3-Yr Total Return (2006-8): | -5.57% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DHIRX | Category | Diff | Index* | Diff | | Year To Date | 1.24 | 1.11 | 0.13 | 1.53 | -0.29 | | 1-Month | 1.24 | 1.11 | 0.13 | 1.53 | -0.29 | | 3-Month | 5.46 | 5.20 | 0.26 | 1.23 | 4.23 | | 1-Year | 43.37 | 41.66 | 1.71 | 8.51 | 34.86 | | 3-Year | 3.88 | 3.11 | 0.77 | 6.60 | -2.72 | | 5-Year | 5.57 | 4.59 | 0.98 | 5.16 | 0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.08 | 35.57 | 1.51 | 7.06 | 30.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.85 | 0.74 | 1.11 | 7.94 | -6.09 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DHIRX | Category | Diff | | 2009 | | | 49.30 | 46.70 | 2.60 | | 2008 | | | -25.90 | -26.41 | 0.51 | | 2007 | | | 1.36 | 1.47 | -0.11 | | 2006 | | | 12.09 | 10.14 | 1.95 | | 2005 | | | 2.99 | 2.59 | 0.40 | | 2004 | | | 13.81 | 9.99 | 3.82 | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
DHIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.93 | 19.32 | 12.78 | 5.74 | | 2008 | -2.86 | 0.96 | -8.06 | -17.81 | | 2007 | 2.98 | 0.67 | -0.64 | -1.59 | | 2006 | 3.29 | 0.53 | 3.14 | 4.66 | | 2005 | -0.54 | 1.51 | 1.33 | 0.67 | | 2004 | 2.44 | 0.49 | 5.22 | 5.08 | | 2003 | N/A | N/A | 2.44 | 5.86 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 238 | 581 | 40.96 | | 1-Month | 255 | 581 | 43.89 | | 3-Month | 166 | 574 | 28.92 | | 6-Month | 210 | 569 | 36.91 | | 1-Year | 189 | 545 | 34.68 | | 3-Year | 189 | 477 | 39.62 | | 5-Year | 93 | 410 | 22.68 |
|
|
|
|
|
0.34% Nasdaq 
Performance
