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| Morningstar Return Rating: | Below average | | Year to Date Return: | 35.41% | | 5-Year Average Return: | 4.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.06% | |
Worst 1-Yr Total Return (2008): | -20.69% | |
Best 3-Yr Total Return (2004-6): | 6.57% | |
Worst 3-Yr Total Return (2006-8): | -4.51% |
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| 1-Year: | 9.14% | | 3-Year: | 2.33% | | 5-Year: | 3.82% | | 10-Year: | 3.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DLTBX | Category | Diff | Index* | Diff | | Year To Date | 35.41 | 42.53 | -7.12 | 7.61 | 27.8 | | 1-Month | 0.73 | 1.09 | -0.36 | 1.29 | -0.56 | | 3-Month | 6.56 | 7.76 | -1.2 | 2.86 | 3.7 | | 1-Year | 43.12 | 48.90 | -5.78 | 11.63 | 31.49 | | 3-Year | 3.22 | 2.47 | 0.75 | 6.40 | -3.18 | | 5-Year | 4.06 | 4.02 | 0.04 | 5.49 | -1.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.15 | 35.54 | -11.39 | 7.06 | 17.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.10 | 0.71 | 1.39 | 7.94 | -5.84 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DLTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.69 | -26.41 | 5.72 | | 2007 | | | 1.53 | 1.47 | 0.06 | | 2006 | | | 8.12 | 10.14 | -2.02 | | 2005 | | | 1.71 | 2.59 | -0.88 | | 2004 | | | 10.06 | 9.99 | 0.07 | | 2003 | | | 29.25 | 24.36 | 4.89 | | 2002 | | | -12.64 | -1.52 | -11.12 | | 2001 | | | -2.11 | 2.39 | -4.50 | | 2000 | | | -4.74 | -7.12 | 2.38 | | 1999 | | | 1.48 | 5.05 | -3.57 |
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| PAST QUARTERLY RETURNS (%) FOR
DLTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.97 | 11.20 | 10.10 | N/A | | 2008 | -2.69 | 1.39 | -6.07 | -14.41 | | 2007 | 2.45 | -0.13 | 0.53 | -1.30 | | 2006 | 1.91 | -0.17 | 3.09 | 3.10 | | 2005 | -2.02 | 1.67 | 0.89 | 1.21 | | 2004 | 1.91 | -0.34 | 3.71 | 4.49 | | 2003 | 7.66 | 10.83 | 3.05 | 5.12 | | 2002 | -0.23 | -7.69 | -10.01 | 5.41 | | 2001 | 0.73 | 0.31 | -8.45 | 5.81 | | 2000 | 0.59 | -0.41 | -0.14 | -4.77 | | 1999 | N/A | N/A | N/A | 0.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 439 | 543 | 80.85 | | 1-Month | 126 | 574 | 21.95 | | 3-Month | 371 | 571 | 64.97 | | 6-Month | 491 | 559 | 87.84 | | 1-Year | 329 | 543 | 60.59 | | 3-Year | 160 | 467 | 34.26 | | 5-Year | 186 | 403 | 46.15 |
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