|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.78% | | 5-Year Average Return: | -0.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.43% | |
Worst 1-Yr Total Return (2008): | -41.07% | |
Best 3-Yr Total Return (2004-6): | 13.18% | |
Worst 3-Yr Total Return (2006-8): | -12.38% |
|
| 1-Year: | -8.65% | | 3-Year: | -6.40% | | 5-Year: | 0.66% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DPSCX | Category | Diff | Index* | Diff | | Year To Date | 27.78 | 30.74 | -2.96 | 24.07 | 3.71 | | 1-Month | 4.46 | 4.28 | 0.18 | 6.00 | -1.54 | | 3-Month | 5.85 | 5.45 | 0.4 | 7.91 | -2.06 | | 1-Year | 30.86 | 36.41 | -5.55 | 25.39 | 5.47 | | 3-Year | -8.58 | -6.04 | -2.54 | -5.79 | -2.79 | | 5-Year | -0.57 | 0.99 | -1.56 | 0.71 | -1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.67 | 54.55 | -3.88 | 45.76 | 4.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.60 | -16.09 | -7.51 | -18.25 | -5.35 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DPSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.07 | -39.18 | -1.89 | | 2007 | | | 1.79 | 4.85 | -3.06 | | 2006 | | | 12.12 | 14.03 | -1.91 | | 2005 | | | 9.18 | 9.25 | -0.07 | | 2004 | | | 18.43 | 16.30 | 2.13 | | 2003 | | | 32.89 | 36.28 | -3.39 | | 2002 | | | -11.40 | -16.55 | 5.15 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
DPSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.63 | 17.02 | 17.60 | N/A | | 2008 | -8.44 | 3.58 | -14.39 | -27.41 | | 2007 | 4.91 | 5.69 | -3.29 | -5.08 | | 2006 | 8.24 | -2.18 | -1.52 | 7.54 | | 2005 | -0.18 | 2.58 | 2.87 | 3.65 | | 2004 | 5.05 | 0.88 | 0.94 | 10.71 | | 2003 | -3.78 | 17.58 | 5.10 | 11.76 | | 2002 | 6.77 | -6.59 | -15.20 | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 252 | 450 | 56.00 | | 1-Month | 392 | 479 | 81.84 | | 3-Month | 180 | 476 | 37.82 | | 6-Month | 344 | 472 | 72.88 | | 1-Year | 242 | 450 | 53.78 | | 3-Year | 238 | 367 | 64.85 | | 5-Year | 197 | 293 | 67.24 |
|
|
|
|
|