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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.45% | | 5-Year Average Return: | 2.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.14% | |
Worst 1-Yr Total Return (2008): | -34.67% | |
Best 3-Yr Total Return (2004-6): | 7.63% | |
Worst 3-Yr Total Return (2006-8): | -8.06% |
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| 1-Year: | -0.25% | | 3-Year: | -0.68% | | 5-Year: | 2.46% | | 10-Year: | 2.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDSBX | Category | Diff | Index* | Diff | | Year To Date | 33.45 | 15.79 | 17.66 | 17.05 | 16.4 | | 1-Month | -1.09 | -2.21 | 1.12 | -1.86 | 0.77 | | 3-Month | 6.70 | 5.62 | 1.08 | 5.48 | 1.22 | | 1-Year | 24.12 | 9.52 | 14.6 | 9.80 | 14.32 | | 3-Year | -1.64 | -8.36 | 6.72 | -7.02 | 5.38 | | 5-Year | 2.44 | 0.18 | 2.26 | 0.33 | 2.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.60 | 46.84 | 24.76 | 45.76 | 25.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.75 | -16.40 | 10.65 | -18.25 | 12.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.67 | -37.09 | 2.42 | | 2007 | | | 5.13 | 1.42 | 3.71 | | 2006 | | | 13.14 | 18.15 | -5.01 | | 2005 | | | 1.50 | 5.95 | -4.45 | | 2004 | | | 8.58 | 12.97 | -4.39 | | 2003 | | | 18.81 | 28.44 | -9.63 | | 2002 | | | -7.58 | -18.69 | 11.11 | | 2001 | | | 6.77 | -4.99 | 11.76 | | 2000 | | | 1.31 | 7.87 | -6.56 | | 1999 | | | -7.99 | 6.72 | -14.71 |
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| PAST QUARTERLY RETURNS (%) FOR
FDSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.01 | 30.06 | 19.24 | N/A | | 2008 | -8.29 | -2.84 | -4.66 | -23.10 | | 2007 | 2.40 | 10.90 | 0.63 | -8.00 | | 2006 | 9.31 | -4.26 | 0.19 | 7.90 | | 2005 | -2.15 | -2.20 | -1.20 | 7.35 | | 2004 | 0.94 | 2.91 | -2.79 | 7.52 | | 2003 | -9.80 | 14.04 | 1.19 | 14.15 | | 2002 | 6.65 | -5.25 | -16.55 | 9.59 | | 2001 | -2.50 | 7.11 | -8.41 | 11.62 | | 2000 | -10.41 | -3.81 | 2.89 | 14.27 | | 1999 | N/A | N/A | N/A | -3.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 1335 | 3.00 | | 1-Month | 496 | 1379 | 35.97 | | 3-Month | 656 | 1368 | 47.95 | | 6-Month | 67 | 1346 | 4.98 | | 1-Year | 42 | 1318 | 3.19 | | 3-Year | 17 | 1124 | 1.51 | | 5-Year | 94 | 934 | 10.06 |
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1.23% Nasdaq 
Performance
