All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
DFUSX real return snapshot: after CPI-U inflation, DFUSX returned +17.44% over the past year and +7.31% YTD, with dividends reinvested. Since Apr. 11, 2000, DFUSX is up +312.63% in real purchasing-power return, or +5.55%/yr, and is currently −0.67% below its real total-return high on Jun. 2, 2026.
Data ending Thu Jul. 16, 2026
| Tue 2000-04-11💬 to Thu 2026-07-16 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| DFUSX × |
+7.31%
2026-07-16 |
+17.44%
2026-07-16 |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||
| Tue 2000-04-11💬 to Thu 2026-07-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DFUSX × |
+312.63%
+5.55%/yr |
+7.07%/yr
(R2=0.840) |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||
| Tue 2000-04-11💬 to Thu 2026-07-16 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| DFUSX × |
$10,000.00
2000-04-11 |
$41,263.14
2026-07-16 |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||
| Year | DFUSX |
|---|---|
| 2026 (YTD) | +7.31% |
| 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% |
| Tue 2000-04-11💬 to Thu 2026-07-16 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| DFUSX × |
−0.67%
from 2026-06-02 peak |
−57.67%
2009-03-09 from 2000-09-01 peak |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||
| Period ending Thu 2026-07-16 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| DFUSX × | +17.44% |
+28.00% +13.14%/yr |
+58.70% +16.64%/yr |
+51.86% +8.71%/yr |
+194.98% +11.42%/yr |
|
| U.S. Large Company Portfolio Mutual Fund | ||||||