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| Morningstar Return Rating: | | | Year to Date Return: | 35.21% | | 5-Year Average Return: | 4.14% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -10.45% | | 3-Year: | -2.36% | | 5-Year: | 4.55% | | 10-Year: | -1.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JDMAX | Category | Diff | Index* | Diff | | Year To Date | 35.21 | 31.59 | 3.62 | 24.07 | 11.14 | | 1-Month | 4.80 | 4.49 | 0.31 | 6.00 | -1.2 | | 3-Month | 7.62 | 6.16 | 1.46 | 7.91 | -0.29 | | 1-Year | 42.06 | 35.24 | 6.82 | 25.39 | 16.67 | | 3-Year | -2.32 | -5.04 | 2.72 | -5.79 | 3.47 | | 5-Year | 4.14 | 1.47 | 2.67 | 0.71 | 3.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.21 | 48.99 | 5.22 | 45.76 | 8.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.74 | -20.53 | -3.21 | -18.25 | -5.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JDMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -43.77 | N/A | | 2007 | | | N/A | 15.09 | N/A | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JDMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | N/A | N/A | N/A | N/A | | 2008 | N/A | N/A | N/A | N/A | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 827 | 0.00 | | 1-Month | 308 | 881 | 34.96 | | 3-Month | 105 | 879 | 11.95 | | 6-Month | 413 | 862 | 47.91 | | 1-Year | | 825 | N/A | | 3-Year | | 734 | N/A | | 5-Year | | 632 | N/A |
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