|
| Morningstar Return Rating: | Low | | Year to Date Return: | 43.16% | | 5-Year Average Return: | 0.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 11.48% | |
Worst 1-Yr Total Return (2008): | -47.82% | |
Best 3-Yr Total Return (2005-7): | 9.77% | |
Worst 3-Yr Total Return (2006-8): | -14.77% |
|
| 1-Year: | 3.59% | | 3-Year: | -5.18% | | 5-Year: | 1.49% | | 10-Year: | -3.67% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDTOX | Category | Diff | Index* | Diff | | Year To Date | 43.16 | 31.20 | 11.96 | 24.07 | 19.09 | | 1-Month | 5.57 | 5.67 | -0.1 | 6.00 | -0.43 | | 3-Month | 5.29 | 8.18 | -2.89 | 7.91 | -2.62 | | 1-Year | 48.42 | 34.04 | 14.38 | 25.39 | 23.03 | | 3-Year | -6.59 | -3.89 | -2.7 | -5.79 | -0.8 | | 5-Year | 0.42 | 1.25 | -0.83 | 0.71 | -0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.76 | 43.84 | 26.92 | 45.76 | 25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.15 | -18.03 | 2.88 | -18.25 | 3.1 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDTOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.82 | -40.67 | -7.15 | | 2007 | | | 8.73 | 13.35 | -4.62 | | 2006 | | | 9.12 | 7.05 | 2.07 | | 2005 | | | 11.48 | 6.71 | 4.77 | | 2004 | | | 5.93 | 7.81 | -1.88 | | 2003 | | | 24.83 | 28.66 | -3.83 | | 2002 | | | -23.54 | -27.64 | 4.10 | | 2001 | | | -17.96 | -22.30 | 4.34 | | 2000 | | | -20.79 | -13.05 | -7.74 | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
FDTOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.37 | 25.19 | 21.63 | N/A | | 2008 | -14.00 | -2.90 | -13.99 | -27.34 | | 2007 | 1.71 | 6.92 | 3.20 | -3.12 | | 2006 | 4.35 | -3.07 | 2.40 | 5.37 | | 2005 | -3.56 | 2.22 | 6.35 | 6.34 | | 2004 | 1.08 | 1.07 | -5.22 | 9.40 | | 2003 | -2.60 | 12.37 | 3.13 | 10.59 | | 2002 | 0.32 | -12.95 | -16.88 | 5.35 | | 2001 | -14.27 | 6.28 | -18.86 | 10.97 | | 2000 | -3.67 | -3.38 | -3.05 | -12.21 | | 1999 | N/A | N/A | N/A | 6.41 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 163 | 1818 | 8.97 | | 1-Month | 476 | 1906 | 24.97 | | 3-Month | 1808 | 1904 | 94.96 | | 6-Month | 279 | 1866 | 14.95 | | 1-Year | 105 | 1815 | 5.79 | | 3-Year | 1086 | 1537 | 70.66 | | 5-Year | 700 | 1273 | 54.99 |
|
|
|
|
|
0.07% Nasdaq 
Performance
