All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
DFIEX real return snapshot: after CPI-U inflation, DFIEX returned +22.95% over the past year and +10.20% YTD, with dividends reinvested. Since Oct. 21, 2005, DFIEX is up +157.14% in real purchasing-power return, or +4.65%/yr, and is currently −0.29% below its real total-return high on Feb. 27, 2026.
Data ending Tue Aug. 4, 2026
| Fri 2005-10-21💬 to Tue 2026-08-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DFIEX × |
+157.14%
+4.65%/yr |
+3.09%/yr
R2=0.593 |
||||
| International Core Equity Portfolio - Institutional Class Mutual Fund | ||||||
| Fri 2005-10-21💬 to Tue 2026-08-04 |
Start
Value |
End
Value |
|---|---|---|
| DFIEX × |
$10,000.00
2005-10-21 |
$25,713.82
2026-08-04 |
| YTD | YoY | |
|---|---|---|
| DFIEX × | +10.20% | +22.95% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| DFIEX × |
−0.29%
on 2026-08-04 from 2026-02-27 peak |
−62.83%
on 2009-03-09 from 2007-10-31 peak |
| Period ending Tue 2026-08-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| DFIEX × | +22.95% |
+46.32% +20.96%/yr |
+55.76% +15.92%/yr |
+33.80% +6.00%/yr |
+91.97% +6.74%/yr |
| Year | DFIEX |
|---|---|
| 2026 (YTD) | +10.20% |
| 2025 | +32.63% |
| 2024 | +1.07% |
| 2023 | +13.70% |
| 2022 | −18.76% |
| 2021 | +6.37% |
| 2020 | +6.28% |
| 2019 | +18.99% |
| 2018 | −18.96% |
| 2017 | +25.40% |
| 2016 | +3.23% |
| 2015 | −0.94% |
| 2014 | −6.70% |
| 2013 | +21.61% |
| 2012 | +16.71% |
| 2011 | −17.60% |
| 2010 | +12.25% |
| 2009 | +35.64% |
| 2008 | −44.11% |
| 2007 | +4.22% |
| 2006 | +23.79% |
| 2005 | +12.53% |
