Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFJSX (JAPANESE SMALL COMPANY PORTFOLIO JAPANESE SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) | 12.86% | 29.91% | 19.85% | 7.78% | 7.85% | 8.17% | 5.34% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFJSX (JAPANESE SMALL COMPANY PORTFOLIO JAPANESE SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) | 12/29/1987 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 29.91 | 19.85 | 7.78 | 7.85 | 8.17 | 5.34 | … | … | 12.86 | 31.65 | 4.35 | 17.08 | -14.95 | -3.36 | 3.84 | 18.23 | -19.56 | 35.68 | 9.16 | 14.68 | -1.53 | 23.66 | 4.16 | -1.01 | 17.49 | 3.20 | -12.12 | -8.53 | -12.68 | 39.26 | 30.42 | 55.79 | 1.93 | -16.91 | -9.75 | 14.74 | 16.06 | -54.78 | -22.78 | -3.58 | 29.49 | 14.15 | -28.01 | 5.10 | -37.46 | 33.92 | 25.22 | -7.40 |
| Sharpe Ratio | NA | 1.94 | 1.09 | 0.37 | 0.40 | NA | NA | … | … | 1.98 | 1.80 | 0.04 | 0.99 | -0.87 | -0.22 | 0.14 | 1.32 | -1.31 | 4.14 | 0.56 | 1.03 | -0.12 | 1.39 | 0.32 | -0.04 | 1.33 | 0.18 | -0.45 | -0.79 | -0.77 | 2.52 | 1.48 | 3.18 | 0.04 | -0.98 | -0.72 | 0.54 | 0.37 | -2.20 | -1.98 | -0.37 | 1.52 | 0.55 | -1.22 | 0.06 | -1.31 | 1.94 | 1.29 | -1.21 |
| Standard Deviation(%) | NA | 16.27 | 16.16 | 16.25 | 16.45 | NA | NA | … | … | 18.63 | 16.06 | 16.33 | 13.71 | 18.91 | 15.26 | 25.77 | 12.68 | 16.03 | 8.50 | 15.88 | 14.16 | 13.03 | 17.01 | 12.92 | 23.75 | 13.04 | 17.72 | 28.66 | 14.87 | 20.91 | 14.67 | 19.95 | 17.32 | 20.43 | 19.96 | 19.30 | 21.03 | 33.94 | 26.45 | 13.25 | 20.31 | 17.34 | 21.82 | 24.82 | 21.09 | 32.57 | 14.41 | 15.75 | 86.28 |
| Draw Down(%) | NA | 12.53 | 13.31 | 33.44 | 37.64 | NA | NA | … | … | 12.53 | 13.31 | 11.07 | 8.20 | 23.64 | 14.76 | 30.46 | 7.50 | 29.27 | 4.87 | 13.43 | 10.89 | 11.22 | 13.05 | 12.80 | 19.58 | 10.68 | 21.42 | 36.13 | 17.60 | 24.61 | 9.44 | 20.70 | 12.21 | 24.37 | 30.85 | 25.82 | 18.51 | 35.97 | 56.35 | 32.98 | 18.87 | 18.33 | 33.37 | 42.11 | 24.67 | 38.28 | 10.15 | 16.89 | 7.40 |
| Yield(%) | 0.00 | 3.88 | 4.90 | 3.01 | 3.89 | 4.33 | 2.93 | … | … | 0.00 | 4.44 | 3.23 | 7.05 | 1.08 | 2.12 | 2.15 | 4.50 | 5.58 | 3.18 | 2.13 | 1.57 | 1.60 | 3.49 | 1.85 | 1.71 | 1.63 | 1.84 | 1.94 | 1.33 | 1.11 | 0.95 | 1.43 | 2.55 | 2.64 | 1.00 | 1.13 | 0.83 | 0.82 | 0.61 | 5.08 | 1.86 | 4.11 | 3.82 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 |
Data as of 06/04/2026, Common starting date is 12/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFJSX (JAPANESE SMALL COMPANY PORTFOLIO JAPANESE SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) |
-30.43%
Dec 1994 – Dec 1997 |
-20.25%
Sep 1993 – Sep 1998 |
-10.95%
Dec 1989 – Dec 1999 |
-6.53%
May 1988 – May 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFJSX (JAPANESE SMALL COMPANY PORTFOLIO JAPANESE SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) |
43.07%
Jan 2003 – Jan 2006 |
22.12%
Jan 2002 – Jan 2007 |
10.64%
Feb 2009 – Feb 2019 |
11.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart