|
| Morningstar Return Rating: | Average | | Year to Date Return: | -2.29% | | 5-Year Average Return: | 0.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 35.64% | |
Worst 1-Yr Total Return (2008): | -40.41% | |
Best 3-Yr Total Return (2005-7): | 8.53% | |
Worst 3-Yr Total Return (2006-8): | -11.52% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DPSRX | Category | Diff | Index* | Diff | | Year To Date | -2.29 | -3.22 | 0.93 | -3.60 | 1.31 | | 1-Month | -2.29 | -3.22 | 0.93 | -3.60 | 1.31 | | 3-Month | 7.45 | 6.07 | 1.38 | 4.16 | 3.29 | | 1-Year | 40.58 | 42.02 | -1.44 | 33.14 | 7.44 | | 3-Year | -7.82 | -6.52 | -1.3 | -7.24 | -0.58 | | 5-Year | 0.52 | 1.32 | -0.8 | 0.18 | 0.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.62 | 54.45 | -2.83 | 45.76 | 5.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.78 | -16.14 | -6.64 | -18.25 | -4.53 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DPSRX | Category | Diff | | 2009 | | | 35.64 | 37.39 | -1.75 | | 2008 | | | -40.41 | -39.18 | -1.23 | | 2007 | | | 2.70 | 4.85 | -2.15 | | 2006 | | | 13.17 | 14.03 | -0.86 | | 2005 | | | 10.00 | 9.25 | 0.75 | | 2004 | | | 19.77 | 16.30 | 3.47 | | 2003 | | | 34.30 | 36.28 | -1.98 | | 2002 | | | -10.54 | -16.55 | 6.01 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
DPSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.40 | 17.22 | 18.02 | 5.88 | | 2008 | -8.16 | 3.79 | -14.17 | -27.17 | | 2007 | 5.16 | 5.96 | -3.10 | -4.88 | | 2006 | 8.12 | -1.84 | -1.04 | 7.75 | | 2005 | 0.06 | 2.73 | 3.17 | 3.73 | | 2004 | 5.36 | 1.19 | 1.24 | 10.97 | | 2003 | -3.55 | 17.93 | 5.42 | 12.00 | | 2002 | 6.93 | -6.33 | -14.94 | 5.00 | | 2001 | N/A | N/A | -18.00 | 17.56 | | 2000 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 43 | 486 | 8.85 | | 1-Month | 68 | 486 | 13.99 | | 3-Month | 53 | 482 | 11.00 | | 6-Month | 124 | 479 | 25.89 | | 1-Year | 177 | 451 | 39.25 | | 3-Year | 194 | 370 | 52.43 | | 5-Year | 163 | 304 | 53.62 |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
