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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.03% | | 5-Year Average Return: | -0.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.17% | |
Worst 1-Yr Total Return (2008): | -43.31% | |
Best 3-Yr Total Return (2004-6): | 15.60% | |
Worst 3-Yr Total Return (2006-8): | -12.37% |
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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 | DODGX | Category | Diff | Index* | Diff | | Year To Date | 22.03 | 15.79 | 6.24 | 17.05 | 4.98 | | 1-Month | -2.87 | -2.21 | -0.66 | -1.86 | -1.01 | | 3-Month | 6.44 | 5.62 | 0.82 | 5.48 | 0.96 | | 1-Year | 14.38 | 9.52 | 4.86 | 9.80 | 4.58 | | 3-Year | -10.50 | -8.36 | -2.14 | -7.02 | -3.48 | | 5-Year | -0.23 | 0.18 | -0.41 | 0.33 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.63 | 46.84 | 13.79 | 45.76 | 14.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.70 | -16.40 | -4.3 | -18.25 | -2.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DODGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.31 | -37.09 | -6.22 | | 2007 | | | 0.14 | 1.42 | -1.28 | | 2006 | | | 18.53 | 18.15 | 0.38 | | 2005 | | | 9.37 | 5.95 | 3.42 | | 2004 | | | 19.17 | 12.97 | 6.20 | | 2003 | | | 32.34 | 28.44 | 3.90 | | 2002 | | | -10.54 | -18.69 | 8.15 | | 2001 | | | 9.33 | -4.99 | 14.32 | | 2000 | | | 16.31 | 7.87 | 8.44 | | 1999 | | | 20.21 | 6.72 | 13.49 |
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| PAST QUARTERLY RETURNS (%) FOR
DODGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.86 | 23.10 | 19.88 | N/A | | 2008 | -11.93 | -4.48 | -12.10 | -23.34 | | 2007 | 1.72 | 5.41 | -1.92 | -4.78 | | 2006 | 5.30 | 0.81 | 4.82 | 6.54 | | 2005 | 0.12 | 0.56 | 5.45 | 3.01 | | 2004 | 4.96 | 1.06 | -0.26 | 12.64 | | 2003 | -5.29 | 16.59 | 5.24 | 13.88 | | 2002 | 4.89 | -6.22 | -15.84 | 8.06 | | 2001 | 0.95 | 7.30 | -10.23 | 12.44 | | 2000 | 0.27 | -2.22 | 6.24 | 11.66 | | 1999 | N/A | N/A | N/A | 7.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 186 | 1335 | 13.93 | | 1-Month | 565 | 1379 | 40.97 | | 3-Month | 273 | 1368 | 19.96 | | 6-Month | 134 | 1346 | 9.96 | | 1-Year | 181 | 1318 | 13.73 | | 3-Year | 752 | 1124 | 66.90 | | 5-Year | 464 | 934 | 49.68 |
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