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

Total Real Returns

DFUSX: Total Return Chart (with Dividends Reinvested)

DFUSX total return snapshot: DFUSX returned +19.69% over the past year and +12.62% YTD, with dividends reinvested. Since Apr. 11, 2000, DFUSX is up +719.50% in nominal total return, or +8.30%/yr, and is currently −1.82% below its total-return high on Aug. 13, 2026.

Data ending Mon Aug. 24, 2026

Growth of $10,000

Tue 2000-04-11💬 to Mon 2026-08-24 Overall
Return
Exponential
Trendline
DFUSX
×
+719.50%
+8.30%/yr
+9.61%/yr
R2=0.902
U.S. Large Company Portfolio Mutual Fund

Growth of $10,000 Summary

Tue 2000-04-11💬 to Mon 2026-08-24 Start
Value
End
Value
DFUSX
×
$10,000.00
2000-04-11
$81,950.29
2026-08-24

This Year’s Performance

through 2026-08-24

  YTD YoY
DFUSX
×
+12.62% +19.69%

Drawdowns

  Current
Drawdown
Worst
Drawdown
DFUSX
×
−1.82%
on 2026-08-24
from 2026-08-13 peak
−54.96%
on 2009-03-09
from 2007-10-09 peak

Rolling Returns

Period ending Mon 2026-08-24 1 yr 2 yr 3 yr 5 yr 10 yr
DFUSX
×
+19.69% +39.06%
+17.92%/yr
+81.59%
+22.00%/yr
+82.68%
+12.81%/yr
+312.88%
+15.23%/yr

Annual Returns

Year DFUSX
2026 (YTD) +12.62%
2025 +17.76%
2024 +24.91%
2023 +26.27%
2022 −18.14%
2021 +28.53%
2020 +18.41%
2019 +31.43%
2018 −4.45%
2017 +21.73%
2016 +11.90%
2015 +1.39%
2014 +13.53%
2013 +32.33%
2012 +15.82%
2011 +2.09%
2010 +15.01%
2009 +26.68%
2008 −36.77%
2007 +5.53%
2006 +15.72%
2005 +4.96%
2004 +10.77%
2003 +28.52%
2002 −22.22%
2001 −12.06%
2000 −11.24%