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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.65% | | 5-Year Average Return: | -3.06% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 33.53% | |
Worst 1-Yr Total Return (2008): | -47.33% | |
Best 3-Yr Total Return (2004-6): | 25.54% | |
Worst 3-Yr Total Return (2006-8): | -15.92% |
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| 1-Year: | -30.13% | | 3-Year: | -15.70% | | 5-Year: | -1.31% | | 10-Year: | 7.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DRECX | Category | Diff | Index* | Diff | | Year To Date | 22.65 | 22.99 | -0.34 | 24.07 | -1.42 | | 1-Month | 7.15 | 6.66 | 0.49 | 6.00 | 1.15 | | 3-Month | 6.44 | 8.82 | -2.38 | 7.91 | -1.47 | | 1-Year | 36.20 | 42.04 | -5.84 | 25.39 | 10.81 | | 3-Year | -18.54 | -15.72 | -2.82 | -5.79 | -12.75 | | 5-Year | -3.06 | -1.07 | -1.99 | 0.71 | -3.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 72.87 | 78.85 | -5.98 | 45.76 | 27.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.63 | -30.70 | -4.93 | -18.25 | -17.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DRECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.33 | -39.55 | -7.78 | | 2007 | | | -15.48 | -14.66 | -0.82 | | 2006 | | | 33.53 | 33.58 | -0.05 | | 2005 | | | 11.93 | 11.51 | 0.42 | | 2004 | | | 32.37 | 32.02 | 0.35 | | 2003 | | | 36.52 | 36.80 | -0.28 | | 2002 | | | 5.11 | 4.54 | 0.57 | | 2001 | | | 4.75 | 10.00 | -5.25 | | 2000 | | | 24.71 | 27.02 | -2.31 | | 1999 | | | -8.34 | -2.76 | -5.58 |
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| PAST QUARTERLY RETURNS (%) FOR
DRECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -29.31 | 31.90 | 31.42 | N/A | | 2008 | -3.33 | -5.21 | -0.14 | -42.44 | | 2007 | 3.78 | -8.68 | -0.32 | -10.54 | | 2006 | 15.27 | -2.75 | 8.47 | 9.82 | | 2005 | -7.75 | 12.10 | 5.50 | 2.60 | | 2004 | 11.94 | -5.09 | 8.52 | 14.80 | | 2003 | 3.15 | 10.70 | 8.82 | 9.87 | | 2002 | 7.55 | 3.91 | -8.20 | 2.45 | | 2001 | -3.34 | 8.44 | -5.32 | 5.55 | | 2000 | 1.20 | 11.05 | 6.24 | 4.45 | | 1999 | N/A | N/A | N/A | -0.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 72 | 267 | 26.97 | | 1-Month | 174 | 282 | 61.70 | | 3-Month | 253 | 276 | 91.67 | | 6-Month | 167 | 270 | 61.85 | | 1-Year | 138 | 265 | 52.08 | | 3-Year | 171 | 228 | 75.00 | | 5-Year | 145 | 201 | 72.14 |
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0.51% Nasdaq 
Performance
