All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DFUSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

DFUSX real return snapshot: after CPI-U inflation, DFUSX returned +18.40% over the past year and +7.86% YTD, with dividends reinvested. Since Apr. 11, 2000, DFUSX is up +314.73% in real purchasing-power return, or +5.57%/yr, and is currently −0.17% below its real 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 × 		+7.86%
2026-07-15 		+18.40%
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 × 		+314.73%
+5.57%/yr 		+7.07%/yr
(R2=0.840)
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 		$41,473.37
2026-07-15
U.S. Large Company Portfolio Mutual Fund

Annual Returns

Year DFUSX
2026 (YTD) +7.86%
2025 +14.69%
2024 +21.41%
2023 +22.18%
2022 −23.12%
2021 +20.08%
2020 +16.82%
2019 +28.49%
2018 −6.24%
2017 +19.21%
2016 +9.63%
2015 +0.65%
2014 +12.68%
2013 +30.37%
2012 +13.85%
2011 −0.85%
2010 +13.31%
2009 +23.32%
2008 −36.83%
2007 +1.38%
2006 +12.88%
2005 +1.48%
2004 +7.28%
2003 +26.15%
2002 −24.02%
2001 −13.40%
2000 −12.65%

Drawdowns

Tue 2000-04-11💬 to Wed 2026-07-15 Current
Drawdown 		Worst
Drawdown
DFUSX × 		−0.17%
from 2026-06-02 peak 		−57.67%
2009-03-09
from 2000-09-01 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 × 		+18.40% +29.47%
+13.79%/yr 		+59.51%
+16.84%/yr 		+51.44%
+8.65%/yr 		+196.48%
+11.48%/yr
U.S. Large Company Portfolio Mutual Fund