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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.52% | | 5-Year Average Return: | -0.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.33% | |
Worst 1-Yr Total Return (2008): | -41.09% | |
Best 3-Yr Total Return (2004-6): | 13.12% | |
Worst 3-Yr Total Return (2006-8): | -12.43% |
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| 1-Year: | -11.55% | | 3-Year: | -7.33% | | 5-Year: | 0.25% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DPSBX | Category | Diff | Index* | Diff | | Year To Date | 27.52 | 30.74 | -3.22 | 24.07 | 3.45 | | 1-Month | 4.40 | 4.28 | 0.12 | 6.00 | -1.6 | | 3-Month | 5.79 | 5.45 | 0.34 | 7.91 | -2.12 | | 1-Year | 30.72 | 36.41 | -5.69 | 25.39 | 5.33 | | 3-Year | -8.67 | -6.04 | -2.63 | -5.79 | -2.88 | | 5-Year | -0.66 | 0.99 | -1.65 | 0.71 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.50 | 54.55 | -4.05 | 45.76 | 4.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.73 | -16.09 | -7.64 | -18.25 | -5.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DPSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.09 | -39.18 | -1.91 | | 2007 | | | 1.74 | 4.85 | -3.11 | | 2006 | | | 12.06 | 14.03 | -1.97 | | 2005 | | | 9.18 | 9.25 | -0.07 | | 2004 | | | 18.33 | 16.30 | 2.03 | | 2003 | | | 32.96 | 36.28 | -3.32 | | 2002 | | | -11.35 | -16.55 | 5.20 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DPSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.63 | 16.84 | 17.64 | N/A | | 2008 | -8.44 | 3.58 | -14.40 | -27.43 | | 2007 | 4.97 | 5.69 | -3.38 | -5.08 | | 2006 | 8.18 | -2.18 | -1.52 | 7.54 | | 2005 | -0.18 | 2.58 | 2.87 | 3.65 | | 2004 | 4.97 | 0.95 | 0.87 | 10.70 | | 2003 | -3.78 | 17.57 | 5.18 | 11.75 | | 2002 | 6.74 | -6.59 | -15.11 | 4.75 | | 2001 | N/A | N/A | -18.24 | 17.22 | | 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 | 265 | 450 | 58.89 | | 1-Month | 392 | 479 | 81.84 | | 3-Month | 176 | 476 | 36.97 | | 6-Month | 349 | 472 | 73.94 | | 1-Year | 245 | 450 | 54.44 | | 3-Year | 243 | 367 | 66.21 | | 5-Year | 198 | 293 | 67.58 |
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0.11% Nasdaq 
0.01%
Performance
