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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.93% | | 5-Year Average Return: | 0.16% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 15.54% | |
Worst 1-Yr Total Return (2008): | -37.94% | |
Best 3-Yr Total Return (2005-7): | 7.87% | |
Worst 3-Yr Total Return (2006-8): | -12.32% |
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| 1-Year: | -10.86% | | 3-Year: | -7.38% | | 5-Year: | -0.54% | | 10-Year: | 1.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DPWAX | Category | Diff | Index* | Diff | | Year To Date | 26.93 | 31.20 | -4.27 | 24.07 | 2.86 | | 1-Month | 7.25 | 5.67 | 1.58 | 6.00 | 1.25 | | 3-Month | 8.04 | 8.18 | -0.14 | 7.91 | 0.13 | | 1-Year | 32.23 | 34.04 | -1.81 | 25.39 | 6.84 | | 3-Year | -6.68 | -3.89 | -2.79 | -5.79 | -0.89 | | 5-Year | 0.16 | 1.25 | -1.09 | 0.71 | -0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.21 | 43.84 | -2.63 | 45.76 | -4.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.15 | -18.03 | -1.12 | -18.25 | -0.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DPWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.94 | -40.67 | 2.73 | | 2007 | | | 3.44 | 13.35 | -9.91 | | 2006 | | | 5.00 | 7.05 | -2.05 | | 2005 | | | 15.54 | 6.71 | 8.83 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DPWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.56 | 17.29 | 13.22 | N/A | | 2008 | -9.38 | 0.21 | -11.29 | -22.96 | | 2007 | -0.09 | 5.52 | 2.55 | -4.32 | | 2006 | 6.68 | -4.31 | -3.84 | 6.96 | | 2005 | -0.75 | 1.41 | 11.64 | 2.83 | | 2004 | N/A | N/A | -2.22 | 8.00 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 1218 | 1818 | 67.00 | | 1-Month | 76 | 1906 | 3.99 | | 3-Month | 495 | 1904 | 26.00 | | 6-Month | 1399 | 1866 | 74.97 | | 1-Year | 952 | 1815 | 52.45 | | 3-Year | 1094 | 1537 | 71.18 | | 5-Year | 675 | 1273 | 53.02 |
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0.03% Nasdaq 
Performance
