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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.42% | | 5-Year Average Return: | 1.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.87% | |
Worst 1-Yr Total Return (2008): | -31.66% | |
Best 3-Yr Total Return (2005-7): | 8.78% | |
Worst 3-Yr Total Return (2006-8): | -5.66% |
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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 | DPERX | Category | Diff | Index* | Diff | | Year To Date | 16.42 | 18.65 | -2.23 | 17.05 | -0.63 | | 1-Month | 1.16 | -2.18 | 3.34 | -1.86 | 3.02 | | 3-Month | 7.42 | 5.08 | 2.34 | 5.48 | 1.94 | | 1-Year | 11.27 | 11.86 | -0.59 | 9.80 | 1.47 | | 3-Year | -4.33 | -6.78 | 2.45 | -7.02 | 2.69 | | 5-Year | 1.73 | 0.49 | 1.24 | 0.33 | 1.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.40 | 45.26 | -7.86 | 45.76 | -8.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.11 | -15.99 | -0.12 | -18.25 | 2.14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DPERX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.66 | -37.79 | 6.13 | | 2007 | | | 6.02 | 6.16 | -0.14 | | 2006 | | | 15.87 | 14.17 | 1.70 | | 2005 | | | 4.79 | 5.88 | -1.09 | | 2004 | | | 4.33 | 10.02 | -5.69 | | 2003 | | | 17.27 | 27.05 | -9.78 | | 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
DPERX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.30 | 13.07 | 13.46 | N/A | | 2008 | -7.36 | -2.37 | -7.15 | -18.62 | | 2007 | -1.34 | 5.83 | 3.78 | -2.16 | | 2006 | 1.66 | 0.65 | 6.17 | 6.66 | | 2005 | 1.31 | 0.55 | 3.19 | -0.30 | | 2004 | 0.21 | 1.49 | -3.98 | 6.84 | | 2003 | -3.97 | 10.77 | 0.23 | 9.99 | | 2002 | N/A | N/A | -13.20 | 5.08 | | 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 | 1328 | 2013 | 65.97 | | 1-Month | 21 | 2110 | 1.00 | | 3-Month | 62 | 2090 | 2.97 | | 6-Month | 245 | 2049 | 11.96 | | 1-Year | 1055 | 1999 | 52.78 | | 3-Year | 202 | 1694 | 11.92 | | 5-Year | 224 | 1352 | 16.57 |
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1.23% Nasdaq 
Performance
