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 +22.19% over the past year and +8.13% YTD, with dividends reinvested. Since Apr. 11, 2000, DFUSX is up +686.78% in nominal total return, or +8.19%/yr, and is currently −3.20% below its total-return high on Jun. 2, 2026.

Data ending Wed Jun. 24, 2026

Tue 2000-04-11💬 to Wed 2026-06-24 YTD
Return 		1 Year
Return
DFUSX × 		+8.13%
2026-06-24 		+22.19%
2026-06-24
U.S. Large Company Portfolio Mutual Fund

Returns

Tue 2000-04-11💬 to Wed 2026-06-24 Overall
Return 		Exponential
Trendline
DFUSX × 		+686.78%
+8.19%/yr 		+9.55%/yr
(R2=0.901)
U.S. Large Company Portfolio Mutual Fund

Growth of $10,000

Tue 2000-04-11💬 to Wed 2026-06-24 Start
Value 		End
Value
DFUSX × 		$10,000.00
2000-04-11 		$78,677.51
2026-06-24
U.S. Large Company Portfolio Mutual Fund

Annual Returns

Year DFUSX
2026 (YTD) +8.13%
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%

Drawdowns

Tue 2000-04-11💬 to Wed 2026-06-24 Current
Drawdown 		Worst
Drawdown
DFUSX × 		−3.20%
from 2026-06-02 peak 		−54.96%
2009-03-09
from 2007-10-09 peak
U.S. Large Company Portfolio Mutual Fund

Rolling Returns

Period ending Wed 2026-06-24 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
DFUSX × 		+22.19% +38.37%
+17.63%/yr 		+75.92%
+20.72%/yr 		+84.72%
+13.06%/yr 		+324.94%
+15.57%/yr
U.S. Large Company Portfolio Mutual Fund