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 +22.67% over the past year and +11.32% YTD, with dividends reinvested. Since Apr. 11, 2000, DFUSX is up +710.00% in nominal total return, or +8.29%/yr, and is currently −0.35% below its total-return high on Jun. 2, 2026.

Data ending Wed Jul. 15, 2026

Tue 2000-04-11💬 to Wed 2026-07-15 YTD
Return
1 Year
Return
DFUSX
×
+11.32%
2026-07-15
+22.67%
2026-07-15
U.S. Large Company Portfolio Mutual Fund

Returns

Tue 2000-04-11💬 to Wed 2026-07-15 Overall
Return
Exponential
Trendline
DFUSX
×
+710.00%
+8.29%/yr
+9.57%/yr
(R2=0.902)
U.S. Large Company Portfolio Mutual Fund

Growth of $10,000

Tue 2000-04-11💬 to Wed 2026-07-15 Start
Value
End
Value
DFUSX
×
$10,000.00
2000-04-11
$80,999.65
2026-07-15
U.S. Large Company Portfolio Mutual Fund

Annual Returns

Year DFUSX
2026 (YTD) +11.32%
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 2026-07-15 Current
Drawdown
Worst
Drawdown
DFUSX
×
−0.35%
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 2026-07-15 1
Year
2
Years
3
Years
5
Years
10
Years
DFUSX
×
+22.67% +37.74%
+17.36%/yr
+74.69%
+20.44%/yr
+85.98%
+13.21%/yr
+311.72%
+15.20%/yr
U.S. Large Company Portfolio Mutual Fund