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 +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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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