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| Morningstar Return Rating: | Low | | Year to Date Return: | 28.17% | | 5-Year Average Return: | -0.66% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.53% | |
Worst 1-Yr Total Return (2008): | -42.66% | |
Best 3-Yr Total Return (2005-7): | 8.32% | |
Worst 3-Yr Total Return (2006-8): | -12.08% |
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| 1-Year: | -13.11% | | 3-Year: | -8.11% | | 5-Year: | -1.58% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JDRAX | Category | Diff | Index* | Diff | | Year To Date | 28.17 | 31.20 | -3.03 | 24.07 | 4.1 | | 1-Month | 5.61 | 5.67 | -0.06 | 6.00 | -0.39 | | 3-Month | 7.62 | 8.18 | -0.56 | 7.91 | -0.29 | | 1-Year | 28.64 | 34.04 | -5.4 | 25.39 | 3.25 | | 3-Year | -6.39 | -3.89 | -2.5 | -5.79 | -0.6 | | 5-Year | -0.66 | 1.25 | -1.91 | 0.71 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.56 | 43.84 | -4.28 | 45.76 | -6.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.06 | -18.03 | -4.03 | -18.25 | -3.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JDRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.66 | -40.67 | -1.99 | | 2007 | | | 10.53 | 13.35 | -2.82 | | 2006 | | | 7.22 | 7.05 | 0.17 | | 2005 | | | 7.23 | 6.71 | 0.52 | | 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
JDRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.75 | 15.00 | 12.43 | N/A | | 2008 | -12.91 | 1.55 | -13.38 | -25.14 | | 2007 | 1.35 | 4.22 | 3.37 | 1.22 | | 2006 | 3.51 | -4.12 | 2.46 | 5.45 | | 2005 | -2.10 | 2.07 | 3.59 | 3.60 | | 2004 | N/A | N/A | N/A | 9.19 | | 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 | 1054 | 1818 | 57.98 | | 1-Month | 419 | 1906 | 21.98 | | 3-Month | 380 | 1904 | 19.96 | | 6-Month | 765 | 1866 | 41.00 | | 1-Year | 975 | 1815 | 53.72 | | 3-Year | 1063 | 1537 | 69.16 | | 5-Year | 880 | 1273 | 69.13 |
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