|
| Morningstar Return Rating: | Average | | Year to Date Return: | 17.57% | | 5-Year Average Return: | 0.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.26% | |
Worst 1-Yr Total Return (2008): | -35.93% | |
Best 3-Yr Total Return (2004-6): | 12.62% | |
Worst 3-Yr Total Return (2006-8): | -7.15% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DTCRX | Category | Diff | Index* | Diff | | Year To Date | 17.57 | 21.73 | -4.16 | 24.07 | -6.5 | | 1-Month | 5.08 | 5.16 | -0.08 | 6.00 | -0.92 | | 3-Month | 5.79 | 6.45 | -0.66 | 7.91 | -2.12 | | 1-Year | 18.69 | 24.67 | -5.98 | 25.39 | -6.7 | | 3-Year | -7.35 | -7.33 | -0.02 | -5.79 | -1.56 | | 5-Year | 0.58 | 0.27 | 0.31 | 0.71 | -0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.42 | 47.53 | -1.11 | 45.76 | 0.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.00 | -16.99 | -2.01 | -18.25 | -0.75 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DTCRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.93 | -37.09 | 1.16 | | 2007 | | | 3.04 | 1.42 | 1.62 | | 2006 | | | 21.26 | 18.15 | 3.11 | | 2005 | | | 5.45 | 5.95 | -0.50 | | 2004 | | | 11.69 | 12.97 | -1.28 | | 2003 | | | 28.43 | 28.44 | -0.01 | | 2002 | | | -24.18 | -18.69 | -5.49 | | 2001 | | | -3.81 | -4.99 | 1.18 | | 2000 | | | 11.49 | 7.87 | 3.62 | | 1999 | | | 17.58 | 6.72 | 10.86 |
|
| PAST QUARTERLY RETURNS (%) FOR
DTCRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.27 | 16.77 | 15.92 | N/A | | 2008 | -7.81 | -3.77 | -9.08 | -20.57 | | 2007 | 1.24 | 5.69 | -0.20 | -3.51 | | 2006 | 4.29 | 0.77 | 6.52 | 8.33 | | 2005 | -1.13 | 0.51 | 3.46 | 2.56 | | 2004 | 3.41 | -0.43 | -2.05 | 10.74 | | 2003 | -4.72 | 15.16 | 3.33 | 13.28 | | 2002 | -1.18 | -10.87 | -18.87 | 6.12 | | 2001 | -6.22 | 4.94 | -12.21 | 11.34 | | 2000 | 1.53 | -2.26 | 6.90 | 5.11 | | 1999 | N/A | N/A | N/A | 11.01 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 969 | 1293 | 74.94 | | 1-Month | 1204 | 1338 | 89.99 | | 3-Month | 983 | 1329 | 73.97 | | 6-Month | 805 | 1320 | 60.98 | | 1-Year | 842 | 1280 | 65.78 | | 3-Year | 498 | 1088 | 45.77 | | 5-Year | 378 | 917 | 41.22 |
|
|
|
|
|