Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFQTX (U.S. CORE EQUITY 2 PORTFOLIO U.S. CORE EQUITY 2 PORTFOLIO – INSTITUTIONAL CLASS) | 11.98% | 28.87% | 21.12% | 12.32% | 14.12% | 13.24% | 10.54% | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFQTX (U.S. CORE EQUITY 2 PORTFOLIO U.S. CORE EQUITY 2 PORTFOLIO – INSTITUTIONAL CLASS) | 11/01/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 28.87 | 21.12 | 12.32 | 14.12 | 13.24 | 10.54 | … | … | 11.98 | 16.63 | 20.27 | 21.88 | -14.21 | 28.46 | 15.73 | 29.39 | -9.62 | 18.94 | 16.54 | -3.08 | 9.32 | 37.76 | 18.08 | -2.09 | 21.81 | 29.15 | -36.86 | 0.51 | 16.83 | 3.98 |
| Sharpe Ratio | NA | 2.20 | 1.20 | 0.57 | 0.70 | NA | NA | … | … | 1.99 | 0.75 | 1.28 | 1.33 | -0.66 | 1.98 | 0.48 | 2.04 | -0.66 | 2.17 | 1.09 | -0.20 | 0.74 | 3.06 | 1.25 | -0.08 | 1.03 | 0.90 | -0.89 | -0.16 | 1.15 | 2.49 |
| Standard Deviation(%) | NA | 12.00 | 15.03 | 17.01 | 17.95 | NA | NA | … | … | 13.43 | 18.73 | 13.00 | 13.87 | 23.75 | 14.36 | 32.03 | 13.69 | 16.86 | 8.47 | 15.00 | 15.54 | 12.54 | 12.34 | 14.60 | 27.42 | 21.03 | 32.45 | 42.43 | 16.63 | 11.75 | 9.73 |
| Draw Down(%) | NA | 8.73 | 19.71 | 22.64 | 37.21 | NA | NA | … | … | 8.73 | 19.08 | 8.22 | 10.98 | 22.64 | 5.63 | 37.21 | 7.93 | 22.35 | 4.02 | 11.68 | 13.54 | 9.18 | 5.09 | 11.77 | 25.08 | 17.96 | 31.51 | 49.85 | 13.12 | 9.66 | 2.30 |
| Yield(%) | 0.00 | 0.91 | 1.58 | 2.63 | 4.01 | 5.18 | 4.48 | … | … | 0.00 | 1.21 | 1.37 | 2.09 | 3.63 | 5.88 | 1.47 | 4.35 | 2.47 | 2.90 | 2.63 | 3.53 | 2.34 | 3.00 | 2.91 | 1.35 | 1.56 | 1.75 | 1.63 | 1.46 | 1.43 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFQTX (U.S. CORE EQUITY 2 PORTFOLIO U.S. CORE EQUITY 2 PORTFOLIO – INSTITUTIONAL CLASS) |
-17.63%
Feb 2006 – Feb 2009 |
-1.52%
Sep 2006 – Sep 2011 |
5.83%
Jan 2006 – Jan 2016 |
7.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFQTX (U.S. CORE EQUITY 2 PORTFOLIO U.S. CORE EQUITY 2 PORTFOLIO – INSTITUTIONAL CLASS) |
28.91%
Feb 2009 – Feb 2012 |
26.11%
Feb 2009 – Feb 2014 |
16.89%
Feb 2009 – Feb 2019 |
15.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart