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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.75% | | 5-Year Average Return: | -0.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.02% | |
Worst 1-Yr Total Return (2008): | -46.99% | |
Best 3-Yr Total Return (2004-6): | 13.51% | |
Worst 3-Yr Total Return (2006-8): | -13.30% |
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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 | FDSCX | Category | Diff | Index* | Diff | | Year To Date | 19.75 | 21.65 | -1.9 | 17.05 | 2.7 | | 1-Month | -8.62 | -5.90 | -2.72 | -1.86 | -6.76 | | 3-Month | 0.40 | 2.07 | -1.67 | 5.48 | -5.08 | | 1-Year | 12.05 | 13.17 | -1.12 | 9.80 | 2.25 | | 3-Year | -10.41 | -7.45 | -2.96 | -7.02 | -3.39 | | 5-Year | -0.47 | 0.22 | -0.69 | 0.33 | -0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.35 | 52.20 | 10.15 | 45.76 | 16.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.43 | -18.89 | -2.54 | -18.25 | -3.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.99 | -41.55 | -5.44 | | 2007 | | | 7.30 | 7.59 | -0.29 | | 2006 | | | 14.59 | 10.81 | 3.78 | | 2005 | | | 10.96 | 6.02 | 4.94 | | 2004 | | | 15.02 | 12.41 | 2.61 | | 2003 | | | 34.89 | 45.54 | -10.65 | | 2002 | | | -20.83 | -27.88 | 7.05 | | 2001 | | | 6.29 | -8.91 | 15.20 | | 2000 | | | 5.76 | -3.85 | 9.61 | | 1999 | | | 14.10 | 64.77 | -50.67 |
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| PAST QUARTERLY RETURNS (%) FOR
FDSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.87 | 24.48 | 22.23 | N/A | | 2008 | -15.42 | 1.96 | -14.56 | -28.05 | | 2007 | 4.89 | 9.51 | -2.73 | -3.97 | | 2006 | 10.69 | -5.21 | -2.33 | 11.80 | | 2005 | -1.17 | 3.80 | 7.02 | 1.07 | | 2004 | 4.52 | -0.11 | -2.78 | 13.31 | | 2003 | -2.71 | 15.30 | 4.56 | 15.00 | | 2002 | 2.20 | -6.58 | -13.78 | -3.83 | | 2001 | -13.25 | 11.29 | -5.87 | 16.96 | | 2000 | 11.87 | -1.22 | 1.57 | -5.78 | | 1999 | N/A | N/A | N/A | 13.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 458 | 790 | 57.97 | | 1-Month | 779 | 820 | 95.00 | | 3-Month | 786 | 819 | 95.97 | | 6-Month | 400 | 800 | 50.00 | | 1-Year | 329 | 783 | 42.02 | | 3-Year | 475 | 669 | 71.00 | | 5-Year | 314 | 554 | 56.68 |
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