All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

DFSVX: Total Return Chart (with Dividends Reinvested)

Fri 1993-02-26? to Tue 2025-04-29 YTD
Return
TR
Price
DFSVX
×
−12.30%
2025-04-29
26.16 TR
2025-04-29
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund

Returns

Fri 1993-02-26? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
DFSVX
×
+2,516.05%
+10.68%/yr
+10.41%/yr
(R2=0.956)
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund

Growth of $10,000

Fri 1993-02-26? to Tue 2025-04-29 Start
Value
End
Value
DFSVX
×
$10,000.00
1993-02-26
$261,604.94
2025-04-29
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund

Annual Returns

Year DFSVX
2025 (YTD) −12.30%
2024 +9.58%
2023 +19.02%
2022 −3.57%
2021 +39.97%
2020 +2.24%
2019 +18.15%
2018 −15.13%
2017 +7.31%
2016 +28.32%
2015 −7.77%
2014 +3.50%
2013 +42.40%
2012 +21.67%
2011 −7.59%
2010 +30.91%
2009 +33.63%
2008 −36.78%
2007 −10.77%
2006 +21.42%
2005 +7.67%
2004 +25.36%
2003 +59.46%
2002 −9.10%
2001 +23.01%
2000 +9.09%
1999 +13.08%
1998 −7.17%
1997 +30.75%
1996 +22.33%
1995 +29.32%
1994 +1.22%
1993 +13.59%

Drawdowns

Fri 1993-02-26? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
DFSVX
×
−20.03% −66.70%
2009-03-09
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund