|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.97% | | 5-Year Average Return: | -0.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.64% | |
Worst 1-Yr Total Return (2008): | -43.54% | |
Best 3-Yr Total Return (2005-7): | 11.59% | |
Worst 3-Yr Total Return (2006-8): | -9.46% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JDSCX | Category | Diff | Index* | Diff | | Year To Date | 14.97 | 21.65 | -6.68 | 17.05 | -2.08 | | 1-Month | -7.36 | -5.90 | -1.46 | -1.86 | -5.5 | | 3-Month | -0.15 | 2.07 | -2.22 | 5.48 | -5.63 | | 1-Year | 7.31 | 13.17 | -5.86 | 9.80 | -2.49 | | 3-Year | -7.97 | -7.45 | -0.52 | -7.02 | -0.95 | | 5-Year | -0.20 | 0.22 | -0.42 | 0.33 | -0.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.62 | 52.20 | -7.58 | 45.76 | -1.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.73 | -18.89 | -4.84 | -18.25 | -5.48 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JDSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.54 | -41.55 | -1.99 | | 2007 | | | 13.67 | 7.59 | 6.08 | | 2006 | | | 15.64 | 10.81 | 4.83 | | 2005 | | | 5.70 | 6.02 | -0.32 | | 2004 | | | 10.27 | 12.41 | -2.14 | | 2003 | | | 39.04 | 45.54 | -6.50 | | 2002 | | | -22.47 | -27.88 | 5.41 | | 2001 | | | -13.92 | -8.91 | -5.01 | | 2000 | | | 11.91 | -3.85 | 15.76 | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
JDSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.31 | 17.37 | 14.08 | N/A | | 2008 | -16.17 | 2.23 | -9.81 | -26.95 | | 2007 | 3.12 | 6.89 | 5.66 | -2.40 | | 2006 | 16.62 | -8.28 | -4.23 | 12.88 | | 2005 | -4.76 | 3.34 | 5.00 | 2.28 | | 2004 | 3.21 | 1.58 | -5.46 | 11.25 | | 2003 | -3.65 | 17.10 | 8.27 | 13.82 | | 2002 | 2.45 | -9.95 | -17.80 | 2.24 | | 2001 | -20.75 | 14.15 | -18.38 | 16.58 | | 2000 | 19.19 | 5.18 | 2.22 | -12.67 | | 1999 | N/A | N/A | N/A | 24.06 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 608 | 790 | 76.96 | | 1-Month | 598 | 820 | 72.93 | | 3-Month | 728 | 819 | 88.89 | | 6-Month | 720 | 800 | 90.00 | | 1-Year | 504 | 783 | 64.37 | | 3-Year | 328 | 669 | 49.03 | | 5-Year | 261 | 554 | 47.11 |
|
|
|
|
|