All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Fri 1993-02-26? to Wed 2025-06-04 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
DFSVX × |
−7.41%
2025-06-04 |
27.68 TR
2025-06-04 |
||||
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund | ||||||
VTSMX × |
+1.57%
2025-06-04 |
26.35 TR
2025-06-04 |
||||
Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund | ||||||
Fri 1993-02-26? to Wed 2025-06-04 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
DFSVX × |
+2,667.90%
+10.84%/yr |
+10.40%/yr
(R2=0.956) |
||||
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund | ||||||
VTSMX × |
+2,249.07%
+10.28%/yr |
+8.75%/yr
(R2=0.926) |
||||
Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund | ||||||
Fri 1993-02-26? to Wed 2025-06-04 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
DFSVX × |
$10,000.00
1993-02-26 |
$276,790.12
2025-06-04 |
||||
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund | ||||||
VTSMX × |
$10,000.00
1993-02-26 |
$234,906.95
2025-06-04 |
||||
Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund | ||||||
Year | DFSVX | VTSMX |
---|---|---|
2025 (YTD) | −7.41% | +1.57% |
2024 | +9.58% | +23.61% |
2023 | +19.02% | +25.87% |
2022 | −3.57% | −19.60% |
2021 | +39.97% | +25.59% |
2020 | +2.24% | +20.87% |
2019 | +18.15% | +30.63% |
2018 | −15.13% | −5.27% |
2017 | +7.31% | +21.05% |
2016 | +28.32% | +12.54% |
2015 | −7.77% | +0.28% |
2014 | +3.50% | +12.43% |
2013 | +42.40% | +33.34% |
2012 | +21.67% | +16.25% |
2011 | −7.59% | +0.97% |
2010 | +30.91% | +17.09% |
2009 | +33.63% | +28.68% |
2008 | −36.78% | −37.04% |
2007 | −10.77% | +5.49% |
2006 | +21.42% | +15.51% |
2005 | +7.67% | +5.98% |
2004 | +25.36% | +13.24% |
2003 | +59.46% | +31.90% |
2002 | −9.10% | −20.97% |
2001 | +23.01% | −10.98% |
2000 | +9.09% | −10.59% |
1999 | +13.08% | +23.83% |
1998 | −7.17% | +23.27% |
1997 | +30.75% | +30.96% |
1996 | +22.33% | +20.74% |
1995 | +29.32% | +34.97% |
1994 | +1.22% | −0.44% |
1993 | +13.59% | +11.29% |
1992 | — | +10.52% |
Fri 1993-02-26? to Wed 2025-06-04 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
DFSVX × | −15.38% |
−66.70%
2009-03-09 |
||||
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund | ||||||
VTSMX × | −2.90% |
−55.38%
2009-03-09 |
||||
Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund | ||||||