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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.59% | | 5-Year Average Return: | 0.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.17% | |
Worst 1-Yr Total Return (2008): | -36.98% | |
Best 3-Yr Total Return (2004-6): | 9.60% | |
Worst 3-Yr Total Return (2006-8): | -8.73% |
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| 1-Year: | -8.52% | | 3-Year: | -6.22% | | 5-Year: | -0.04% | | 10-Year: | -1.52% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JDEAX | Category | Diff | Index* | Diff | | Year To Date | 28.59 | 25.10 | 3.49 | 24.07 | 4.52 | | 1-Month | 6.34 | 5.28 | 1.06 | 6.00 | 0.34 | | 3-Month | 8.31 | 7.01 | 1.3 | 7.91 | 0.4 | | 1-Year | 31.05 | 28.01 | 3.04 | 25.39 | 5.66 | | 3-Year | -4.80 | -5.87 | 1.07 | -5.79 | 0.99 | | 5-Year | 0.91 | 0.64 | 0.27 | 0.71 | 0.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.76 | 46.08 | 2.68 | 45.76 | 3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.83 | -17.41 | 2.58 | -18.25 | 3.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JDEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.98 | -37.79 | 0.81 | | 2007 | | | 4.75 | 6.16 | -1.41 | | 2006 | | | 15.17 | 14.17 | 1.00 | | 2005 | | | 3.33 | 5.88 | -2.55 | | 2004 | | | 10.64 | 10.02 | 0.62 | | 2003 | | | 28.96 | 27.05 | 1.91 | | 2002 | | | -25.06 | -22.25 | -2.81 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JDEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.08 | 16.71 | 15.96 | N/A | | 2008 | -9.72 | -3.44 | -7.87 | -21.53 | | 2007 | 1.65 | 5.90 | 1.68 | -4.30 | | 2006 | 3.77 | -1.92 | 5.58 | 7.18 | | 2005 | -2.42 | 1.48 | 2.76 | 1.55 | | 2004 | 2.00 | 0.90 | -1.32 | 8.95 | | 2003 | -3.12 | 15.41 | 1.89 | 13.20 | | 2002 | -0.96 | -14.75 | -17.87 | 8.07 | | 2001 | N/A | N/A | N/A | 10.93 | | 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 | 505 | 2021 | 24.99 | | 1-Month | 993 | 2113 | 46.99 | | 3-Month | 355 | 2091 | 16.98 | | 6-Month | 185 | 2064 | 8.96 | | 1-Year | 417 | 2011 | 20.74 | | 3-Year | 496 | 1707 | 29.06 | | 5-Year | 533 | 1360 | 39.19 |
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