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| Morningstar Return Rating: | High | | Year to Date Return: | 33.86% | | 5-Year Average Return: | 7.74% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 35.86% | |
Worst 1-Yr Total Return (2008): | -43.88% | |
Best 3-Yr Total Return (2005-7): | 19.91% | |
Worst 3-Yr Total Return (2006-8): | -5.56% |
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| 1-Year: | -2.77% | | 3-Year: | 3.09% | | 5-Year: | 7.13% | | 10-Year: | 3.19% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JDCAX | Category | Diff | Index* | Diff | | Year To Date | 33.86 | 24.15 | 9.71 | 17.05 | 16.81 | | 1-Month | -2.72 | -2.25 | -0.47 | -1.86 | -0.86 | | 3-Month | 1.43 | 4.52 | -3.09 | 5.48 | -4.05 | | 1-Year | 21.99 | 15.35 | 6.64 | 9.80 | 12.19 | | 3-Year | 2.22 | -4.95 | 7.17 | -7.02 | 9.24 | | 5-Year | 7.74 | 0.99 | 6.75 | 0.33 | 7.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.54 | 42.81 | 8.73 | 45.76 | 5.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.40 | -17.14 | -2.26 | -18.25 | -1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JDCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.88 | -40.67 | -3.21 | | 2007 | | | 35.86 | 13.35 | 22.51 | | 2006 | | | 10.46 | 7.05 | 3.41 | | 2005 | | | 14.90 | 6.71 | 8.19 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
JDCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.81 | 20.95 | 14.69 | N/A | | 2008 | -5.72 | 5.84 | -24.99 | -25.03 | | 2007 | 2.76 | 7.46 | 14.85 | 7.12 | | 2006 | 3.19 | -3.26 | -0.14 | 10.81 | | 2005 | -1.99 | 7.56 | 7.07 | 1.80 | | 2004 | N/A | N/A | N/A | 12.46 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 252 | 1802 | 13.98 | | 1-Month | 1701 | 1890 | 90.00 | | 3-Month | 1808 | 1884 | 95.97 | | 6-Month | 493 | 1827 | 26.98 | | 1-Year | 364 | 1797 | 20.26 | | 3-Year | 32 | 1518 | 2.11 | | 5-Year | 19 | 1251 | 1.52 |
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