|
| Morningstar Return Rating: | Low | | Year to Date Return: | 24.01% | | 5-Year Average Return: | -4.45% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 6.57% | |
Worst 1-Yr Total Return (2008): | -43.68% | |
Best 3-Yr Total Return (2005-7): | 3.17% | |
Worst 3-Yr Total Return (2006-8): | -15.77% |
|
| 1-Year: | -16.29% | | 3-Year: | -9.43% | | 5-Year: | -2.67% | | 10-Year: | 5.13% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DSBSX | Category | Diff | Index* | Diff | | Year To Date | 24.01 | 25.65 | -1.64 | 24.07 | -0.06 | | 1-Month | 2.61 | 3.38 | -0.77 | 6.00 | -3.39 | | 3-Month | 2.75 | 3.71 | -0.96 | 7.91 | -5.16 | | 1-Year | 28.48 | 31.83 | -3.35 | 25.39 | 3.09 | | 3-Year | -11.55 | -7.28 | -4.27 | -5.79 | -5.76 | | 5-Year | -4.45 | -0.38 | -4.07 | 0.71 | -5.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.57 | 53.06 | -0.49 | 45.76 | 6.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.21 | -19.68 | -4.53 | -18.25 | -5.96 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DSBSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.68 | -41.55 | -2.13 | | 2007 | | | -0.44 | 7.59 | -8.03 | | 2006 | | | 6.57 | 10.81 | -4.24 | | 2005 | | | 3.52 | 6.02 | -2.50 | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
DSBSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.69 | 22.11 | 9.88 | N/A | | 2008 | -14.06 | -2.07 | -3.91 | -30.36 | | 2007 | 1.33 | 4.77 | 1.10 | -7.24 | | 2006 | 9.98 | -9.15 | -0.83 | 7.55 | | 2005 | -5.48 | 4.08 | 4.79 | 0.42 | | 2004 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 424 | 786 | 53.94 | | 1-Month | 693 | 816 | 84.93 | | 3-Month | 423 | 815 | 51.90 | | 6-Month | 577 | 802 | 71.95 | | 1-Year | 362 | 781 | 46.35 | | 3-Year | 512 | 667 | 76.76 | | 5-Year | 440 | 563 | 78.15 |
|
|
|
|
|