Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFELX (ENHANCED U.S. LARGE COMPANY PORTFOLIO ENHANCED U.S. LARGE COMPANY PORTFOLIO) | 10.69% | 27.77% | 22.20% | 4.48% | 9.88% | 10.89% | 7.19% | … | … |
Data as of 06/04/2026, Common starting date is 11/13/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFELX (ENHANCED U.S. LARGE COMPANY PORTFOLIO ENHANCED U.S. LARGE COMPANY PORTFOLIO) | 11/13/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 27.77 | 22.20 | 4.48 | 9.88 | 10.89 | 7.19 | … | … | 10.69 | 17.36 | 24.57 | 26.56 | -22.41 | -11.23 | 11.02 | 32.77 | -5.48 | 21.63 | 12.60 | 1.07 | 13.54 | 32.11 | 16.96 | 2.25 | 15.89 | 27.14 | -44.49 | -6.43 | 9.19 | 1.26 | 7.90 | 27.30 | -22.58 | -13.89 | -23.63 | -0.51 | 14.02 | 12.83 | -6.40 |
| Sharpe Ratio | NA | 2.18 | 1.30 | 0.09 | 0.39 | NA | NA | … | … | 1.84 | 0.77 | 1.62 | 1.75 | -0.96 | -0.30 | 0.31 | 2.42 | -0.40 | 3.40 | 0.95 | 0.07 | 1.20 | 2.91 | 1.28 | 0.10 | 0.88 | 1.03 | -1.06 | -0.51 | 0.52 | -0.10 | 0.63 | 1.64 | -0.92 | -0.77 | -1.08 | -0.16 | 0.44 | 0.36 | -2.13 |
| Standard Deviation(%) | NA | 12.05 | 15.06 | 23.19 | 21.28 | NA | NA | … | … | 13.73 | 18.90 | 12.90 | 13.18 | 24.96 | 37.09 | 34.18 | 12.91 | 17.42 | 6.21 | 13.01 | 15.49 | 11.25 | 11.02 | 13.28 | 23.32 | 17.94 | 26.14 | 42.87 | 18.72 | 11.09 | 10.49 | 11.02 | 16.25 | 25.77 | 21.54 | 25.80 | 24.77 | 24.14 | 25.11 | 20.75 |
| Draw Down(%) | NA | 9.56 | 19.27 | 49.28 | 49.28 | NA | NA | … | … | 9.56 | 19.27 | 8.65 | 10.39 | 28.42 | 32.48 | 35.71 | 6.42 | 19.93 | 2.11 | 9.90 | 11.69 | 7.44 | 5.76 | 9.76 | 19.09 | 15.54 | 27.29 | 49.04 | 15.98 | 7.59 | 6.94 | 8.41 | 13.61 | 33.08 | 30.67 | 29.67 | 16.10 | 19.82 | 17.70 | 9.80 |
| Yield(%) | 0.00 | 17.55 | 10.67 | 4.61 | 7.47 | 9.50 | 6.04 | … | … | 0.00 | 18.20 | 4.55 | 3.68 | 1.34 | 0.73 | 1.03 | 11.99 | 6.80 | 17.90 | 3.95 | 6.75 | 14.17 | 0.36 | 1.23 | 1.09 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/13/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFELX (ENHANCED U.S. LARGE COMPANY PORTFOLIO ENHANCED U.S. LARGE COMPANY PORTFOLIO) |
-23.33%
Feb 2006 – Feb 2009 |
-13.76%
Sep 1997 – Sep 2002 |
-10.66%
Feb 1999 – Feb 2009 |
-2.57%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFELX (ENHANCED U.S. LARGE COMPANY PORTFOLIO ENHANCED U.S. LARGE COMPANY PORTFOLIO) |
26.35%
Feb 2009 – Feb 2012 |
23.59%
Feb 2009 – Feb 2014 |
16.85%
Feb 2009 – Feb 2019 |
12.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart