|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.38% | | 5-Year Average Return: | -1.20% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.39% | |
Worst 1-Yr Total Return (2008): | -43.70% | |
Best 3-Yr Total Return (2006-8): | -10.04% | |
Worst 3-Yr Total Return (2006-8): | -10.04% |
|
| 1-Year: | -12.81% | | 3-Year: | -7.37% | | 5-Year: | -0.90% | | 10-Year: | -0.98% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDTZX | Category | Diff | Index* | Diff | | Year To Date | 17.38 | 24.15 | -6.77 | 17.05 | 0.33 | | 1-Month | -3.86 | -2.25 | -1.61 | -1.86 | -2 | | 3-Month | 4.32 | 4.52 | -0.2 | 5.48 | -1.16 | | 1-Year | 7.36 | 15.35 | -7.99 | 9.80 | -2.44 | | 3-Year | -7.82 | -4.95 | -2.87 | -7.02 | -0.8 | | 5-Year | -1.20 | 0.99 | -2.19 | 0.33 | -1.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.95 | 42.81 | 3.14 | 45.76 | 0.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.88 | -17.14 | -8.74 | -18.25 | -7.63 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDTZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.70 | -40.67 | -3.03 | | 2007 | | | 14.39 | 13.35 | 1.04 | | 2006 | | | 13.05 | 7.05 | 6.00 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
FDTZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.60 | 15.32 | 18.43 | N/A | | 2008 | -12.54 | 5.94 | -17.90 | -26.00 | | 2007 | 0.41 | 7.53 | 4.74 | 1.15 | | 2006 | 6.95 | -5.30 | 6.53 | 4.78 | | 2005 | N/A | N/A | N/A | 2.24 | | 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 | 1369 | 1802 | 75.97 | | 1-Month | 1776 | 1890 | 93.97 | | 3-Month | 1092 | 1884 | 57.96 | | 6-Month | 274 | 1827 | 15.00 | | 1-Year | 1147 | 1797 | 63.83 | | 3-Year | 1083 | 1518 | 71.34 | | 5-Year | 893 | 1251 | 71.38 |
|
|
|
|
|
0.01% Nasdaq 0.00%
0.05 (0.58%) 
Performance
