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

Total Real Returns

DFSVX,VTSMX: Total Return Chart (with Dividends Reinvested)

×
Fri 1993-02-26? to Thu 2024-05-23?
DFSVX
×
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund
VTSMX
×
Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund

Returns

Fri 1993-02-26? to Thu 2024-05-23? Overall
Return
Exponential
Trendline
DFSVX
×
+2,689.78%
+11.24%/yr
+10.43%/yr
(R2=0.952)
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund
VTSMX
×
+1,956.20%
+10.16%/yr
+8.56%/yr
(R2=0.920)
Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1993-02-26? to Thu 2024-05-23? Start
Value
End
Value
DFSVX
×
$10,000.00
1993-02-26
$278,978.40
2024-05-23
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund
VTSMX
×
$10,000.00
1993-02-26
$205,619.60
2024-05-23
Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund

Annual Returns

Year DFSVX VTSMX
2025 (YTD) −6.59% +0.88%
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%

Drawdowns

Fri 1993-02-26? to Thu 2024-05-23? Final
Drawdown
Worst
Drawdown
DFSVX
×
−2.82% −66.70%
2009-03-09
U.S. Small Cap Value Portfolio - Institutional Class Mutual Fund
VTSMX
×
−1.16% −55.38%
2009-03-09
Vanguard Total Stock Market Index Fund Investor Shares Mutual Fund