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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.03% | | 5-Year Average Return: | 4.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.27% | |
Worst 1-Yr Total Return (2008): | -2.25% | |
Best 3-Yr Total Return (2005-7): | 2.59% | |
Worst 3-Yr Total Return (2006-8): | 1.35% |
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| 1-Year: | 17.11% | | 3-Year: | 6.06% | | 5-Year: | 4.35% | | 10-Year: | 5.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DUGCX | Category | Diff | Index* | Diff | | Year To Date | 19.03 | 14.86 | 4.17 | 7.61 | 11.42 | | 1-Month | 1.09 | 1.13 | -0.04 | 1.29 | -0.2 | | 3-Month | 4.60 | 3.76 | 0.84 | 2.86 | 1.74 | | 1-Year | 22.63 | 18.84 | 3.79 | 11.63 | 11 | | 3-Year | 6.23 | 4.58 | 1.65 | 6.40 | -0.17 | | 5-Year | 4.90 | 4.20 | 0.7 | 5.49 | -0.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.53 | 13.91 | 3.62 | 7.06 | 10.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.37 | 6.57 | 4.8 | 7.94 | 3.43 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DUGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.25 | -4.70 | 2.45 | | 2007 | | | 4.27 | 4.70 | -0.43 | | 2006 | | | 2.15 | 4.15 | -2.00 | | 2005 | | | 1.36 | 1.80 | -0.44 | | 2004 | | | 3.11 | 3.91 | -0.80 | | 2003 | | | 1.38 | 5.10 | -3.72 | | 2002 | | | 9.06 | 8.04 | 1.02 | | 2001 | | | 6.42 | 7.64 | -1.22 | | 2000 | | | 11.22 | 9.44 | 1.78 | | 1999 | | | -3.27 | -1.35 | -1.92 |
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| PAST QUARTERLY RETURNS (%) FOR
DUGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.12 | 7.57 | 8.23 | N/A | | 2008 | 1.34 | -1.16 | -3.68 | 1.32 | | 2007 | 0.96 | -0.91 | 2.09 | 2.10 | | 2006 | -1.56 | -0.50 | 3.85 | 0.42 | | 2005 | 0.09 | 2.75 | -1.49 | 0.05 | | 2004 | 2.53 | -2.64 | 2.69 | 0.58 | | 2003 | 0.26 | 2.13 | -0.47 | -0.53 | | 2002 | -0.34 | 3.66 | 4.75 | 0.78 | | 2001 | 2.62 | -0.58 | 4.88 | -0.55 | | 2000 | 2.20 | 1.26 | 2.66 | 4.69 | | 1999 | N/A | N/A | N/A | -0.49 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 225 | 1126 | 19.98 | | 1-Month | 455 | 1168 | 38.96 | | 3-Month | 335 | 1158 | 28.93 | | 6-Month | 205 | 1140 | 17.98 | | 1-Year | 222 | 1120 | 19.82 | | 3-Year | 181 | 970 | 18.66 | | 5-Year | 268 | 854 | 31.38 |
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