|
| Morningstar Return Rating: | | | Year to Date Return: | 19.46% | | 5-Year Average Return: | 7.55% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.21% | |
Worst 1-Yr Total Return (2008): | -23.12% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -4.75% | | 3-Year: | 2.82% | | 5-Year: | 8.38% | | 10-Year: | 6.63% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDBGX | Category | Diff | Index* | Diff | | Year To Date | 19.46 | 23.30 | -3.84 | 24.07 | -4.61 | | 1-Month | 2.17 | 3.86 | -1.69 | 6.00 | -3.83 | | 3-Month | 7.26 | 7.92 | -0.66 | 7.91 | -0.65 | | 1-Year | 22.97 | 23.24 | -0.27 | 25.39 | -2.42 | | 3-Year | 4.31 | -0.22 | 4.53 | -5.79 | 10.1 | | 5-Year | 7.55 | 3.28 | 4.27 | 0.71 | 6.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.54 | 39.64 | -6.1 | 45.76 | -12.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.89 | -0.75 | -6.14 | -18.25 | 11.36 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDBGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.12 | -25.63 | 2.51 | | 2007 | | | 20.21 | 14.81 | 5.40 | | 2006 | | | N/A | 17.16 | N/A | | 2005 | | | N/A | 0.15 | N/A | | 2004 | | | N/A | 14.75 | N/A | | 2003 | | | N/A | 18.97 | N/A | | 2002 | | | N/A | -5.97 | N/A | | 2001 | | | N/A | 2.98 | N/A | | 2000 | | | N/A | 12.93 | N/A | | 1999 | | | N/A | -10.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
FDBGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.54 | 14.21 | 12.98 | N/A | | 2008 | -2.72 | -7.75 | -1.33 | -13.18 | | 2007 | 4.46 | 2.91 | 8.24 | 3.32 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 | 16 | 23 | 69.57 | | 1-Month | 23 | 23 | 100.00 | | 3-Month | 23 | 23 | 100.00 | | 6-Month | 16 | 23 | 69.57 | | 1-Year | 9 | 16 | 56.25 | | 3-Year | 6 | 10 | 60.00 | | 5-Year | | 10 | N/A |
|
|
|
|
|
0.51% Nasdaq 
Performance
