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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.68% | | 5-Year Average Return: | 3.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.10% | |
Worst 1-Yr Total Return (2008): | -9.33% | |
Best 3-Yr Total Return (2005-7): | 4.13% | |
Worst 3-Yr Total Return (2006-8): | 0.03% |
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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 | DVCSX | Category | Diff | Index* | Diff | | Year To Date | 16.68 | 14.86 | 1.82 | 7.61 | 9.07 | | 1-Month | 1.65 | 1.13 | 0.52 | 1.29 | 0.36 | | 3-Month | 4.25 | 3.76 | 0.49 | 2.86 | 1.39 | | 1-Year | 21.45 | 18.84 | 2.61 | 11.63 | 9.82 | | 3-Year | 3.60 | 4.58 | -0.98 | 6.40 | -2.8 | | 5-Year | 3.81 | 4.20 | -0.39 | 5.49 | -1.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.78 | 13.91 | 2.87 | 7.06 | 9.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.44 | 6.57 | -4.13 | 7.94 | -5.5 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DVCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.33 | -4.70 | -4.63 | | 2007 | | | 5.10 | 4.70 | 0.40 | | 2006 | | | 5.03 | 4.15 | 0.88 | | 2005 | | | 2.28 | 1.80 | 0.48 | | 2004 | | | 4.20 | 3.91 | 0.29 | | 2003 | | | 6.61 | 5.10 | 1.51 | | 2002 | | | 3.51 | 8.04 | -4.53 | | 2001 | | | 5.16 | 7.64 | -2.48 | | 2000 | | | 6.97 | 9.44 | -2.47 | | 1999 | | | 1.45 | -1.35 | 2.80 |
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| PAST QUARTERLY RETURNS (%) FOR
DVCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.29 | 6.79 | 6.45 | N/A | | 2008 | 0.10 | -0.65 | -4.77 | -4.27 | | 2007 | 1.40 | 0.25 | 2.05 | 1.32 | | 2006 | 0.48 | 0.01 | 2.70 | 1.77 | | 2005 | -0.66 | 1.79 | 0.45 | 0.70 | | 2004 | 1.71 | -1.36 | 1.86 | 1.97 | | 2003 | 0.75 | 3.33 | 0.65 | 1.74 | | 2002 | 0.43 | 0.83 | -0.19 | 2.41 | | 2001 | 1.84 | 0.49 | 1.30 | 1.44 | | 2000 | 0.38 | 0.86 | 2.79 | 2.78 | | 1999 | N/A | N/A | N/A | 0.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 326 | 1126 | 28.95 | | 1-Month | 268 | 1168 | 22.95 | | 3-Month | 358 | 1158 | 30.92 | | 6-Month | 478 | 1140 | 41.93 | | 1-Year | 265 | 1120 | 23.66 | | 3-Year | 614 | 970 | 63.30 | | 5-Year | 489 | 854 | 57.26 |
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