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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.47% | | 5-Year Average Return: | 8.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 43.97% | |
Worst 1-Yr Total Return (2008): | -55.07% | |
Best 3-Yr Total Return (2005-7): | 30.41% | |
Worst 3-Yr Total Return (2006-8): | -11.55% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DRIDX | Category | Diff | Index* | Diff | | Year To Date | 36.47 | 41.20 | -4.73 | 27.36 | 9.11 | | 1-Month | -2.99 | -1.70 | -1.29 | -1.25 | -1.74 | | 3-Month | 5.41 | 8.51 | -3.1 | 8.10 | -2.69 | | 1-Year | 35.73 | 43.02 | -7.29 | 27.71 | 8.02 | | 3-Year | -4.27 | -5.30 | 1.03 | -5.22 | 0.95 | | 5-Year | 8.71 | 7.38 | 1.33 | 5.10 | 3.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.61 | 65.50 | -4.89 | 59.35 | 1.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.84 | -11.49 | -15.35 | -14.95 | -11.89 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DRIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.07 | -49.02 | -6.05 | | 2007 | | | 32.32 | 12.03 | 20.29 | | 2006 | | | 16.41 | 26.79 | -10.38 | | 2005 | | | 43.97 | 24.86 | 19.11 | | 2004 | | | 11.95 | 24.38 | -12.43 | | 2003 | | | 62.40 | 54.17 | 8.23 | | 2002 | | | -12.90 | -15.43 | 2.53 | | 2001 | | | -14.36 | -24.44 | 10.08 | | 2000 | | | -11.29 | -15.12 | 3.83 | | 1999 | | | N/A | 83.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DRIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.40 | 26.81 | 18.52 | N/A | | 2008 | -10.66 | 6.36 | -33.41 | -28.99 | | 2007 | 7.85 | 11.64 | 7.96 | 1.80 | | 2006 | 11.99 | -5.11 | -3.11 | 13.06 | | 2005 | 3.03 | 4.44 | 16.61 | 14.73 | | 2004 | 7.79 | -7.10 | -1.33 | 13.30 | | 2003 | -1.55 | 25.41 | 14.11 | 15.28 | | 2002 | 12.08 | -2.67 | -21.12 | 1.24 | | 2001 | -12.87 | 1.90 | -17.52 | 16.95 | | 2000 | 32.53 | -17.36 | -9.08 | -10.92 | | 1999 | N/A | N/A | N/A | 89.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 65 | 130 | 50.00 | | 1-Month | 101 | 133 | 75.94 | | 3-Month | 78 | 133 | 58.65 | | 6-Month | 108 | 132 | 81.82 | | 1-Year | 65 | 129 | 50.39 | | 3-Year | 42 | 103 | 40.78 | | 5-Year | 18 | 78 | 23.08 |
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