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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.36% | | 5-Year Average Return: | 0.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.73% | |
Worst 1-Yr Total Return (2008): | -32.36% | |
Best 3-Yr Total Return (2005-7): | 7.16% | |
Worst 3-Yr Total Return (2006-8): | -6.62% |
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| 1-Year: | -10.96% | | 3-Year: | -5.74% | | 5-Year: | -0.14% | | 10-Year: | -0.85% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DPEBX | Category | Diff | Index* | Diff | | Year To Date | 21.36 | 25.10 | -3.74 | 24.07 | -2.71 | | 1-Month | 5.20 | 5.28 | -0.08 | 6.00 | -0.8 | | 3-Month | 9.86 | 7.01 | 2.85 | 7.91 | 1.95 | | 1-Year | 21.12 | 28.01 | -6.89 | 25.39 | -4.27 | | 3-Year | -4.18 | -5.87 | 1.69 | -5.79 | 1.61 | | 5-Year | 0.81 | 0.64 | 0.17 | 0.71 | 0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.48 | 46.08 | -9.6 | 45.76 | -9.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.96 | -17.41 | 0.45 | -18.25 | 1.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DPEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.36 | -37.79 | 5.43 | | 2007 | | | 4.94 | 6.16 | -1.22 | | 2006 | | | 14.73 | 14.17 | 0.56 | | 2005 | | | 2.20 | 5.88 | -3.68 | | 2004 | | | 3.33 | 10.02 | -6.69 | | 2003 | | | 15.93 | 27.05 | -11.12 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DPEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.46 | 12.74 | 13.17 | N/A | | 2008 | -7.59 | -2.57 | -7.47 | -18.81 | | 2007 | -1.62 | 5.60 | 3.52 | -2.42 | | 2006 | 1.37 | 0.41 | 5.92 | 6.42 | | 2005 | -0.49 | 0.35 | 2.86 | -0.51 | | 2004 | 0.00 | 1.22 | -4.18 | 6.54 | | 2003 | -4.15 | 10.49 | 0.00 | 9.47 | | 2002 | N/A | N/A | -13.45 | 4.78 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1616 | 2021 | 79.96 | | 1-Month | 2028 | 2113 | 95.98 | | 3-Month | 104 | 2091 | 4.97 | | 6-Month | 639 | 2064 | 30.96 | | 1-Year | 1563 | 2011 | 77.72 | | 3-Year | 431 | 1707 | 25.25 | | 5-Year | 587 | 1360 | 43.16 |
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