Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFSTX (U.S. SMALL CAP PORTFOLIO U.S. SMALL CAP PORTFOLIO – INSTITUTIONAL CLASS) | 14.98% | 29.82% | 16.95% | 8.11% | 10.90% | 11.01% | 9.29% | … | … |
Data as of 06/04/2026, Common starting date is 12/14/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSTX (U.S. SMALL CAP PORTFOLIO U.S. SMALL CAP PORTFOLIO – INSTITUTIONAL CLASS) | 12/14/1992 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 29.82 | 16.95 | 8.11 | 10.90 | 11.01 | 9.29 | … | … | 14.98 | 8.07 | 11.50 | 17.66 | -13.50 | 30.50 | 11.16 | 21.77 | -13.19 | 11.60 | 23.49 | -3.22 | 4.43 | 42.22 | 18.35 | -3.15 | 30.70 | 36.34 | -36.01 | -3.06 | 16.53 | 5.98 | 17.86 | 51.49 | -19.12 | 12.85 | 2.45 | 25.42 | -5.51 | 24.24 | 17.68 | 26.21 | -10.09 | 12.31 | 1.95 |
| Sharpe Ratio | NA | 1.59 | 0.71 | 0.27 | 0.41 | NA | NA | … | … | 1.99 | 0.24 | 0.42 | 0.77 | -0.60 | 1.49 | 0.25 | 1.24 | -0.84 | 0.89 | 1.34 | -0.20 | 0.28 | 2.92 | 1.10 | -0.10 | 1.23 | 1.00 | -0.86 | -0.32 | 0.79 | 0.24 | 0.97 | 2.79 | -0.85 | 0.51 | -0.08 | 1.87 | -0.47 | 1.67 | 1.35 | 2.77 | -1.05 | 1.25 | 5.20 |
| Standard Deviation(%) | NA | 16.72 | 19.45 | 20.53 | 22.55 | NA | NA | … | … | 17.32 | 21.82 | 18.70 | 18.47 | 24.89 | 20.43 | 43.47 | 16.35 | 17.50 | 12.30 | 17.36 | 15.94 | 15.60 | 14.43 | 16.84 | 32.48 | 24.82 | 36.10 | 42.86 | 19.18 | 16.65 | 15.52 | 17.45 | 18.21 | 23.79 | 20.82 | 22.91 | 11.76 | 19.03 | 12.23 | 10.29 | 8.02 | 12.47 | 8.06 | 9.19 |
| Draw Down(%) | NA | 9.16 | 25.91 | 25.91 | 44.78 | NA | NA | … | … | 9.16 | 22.80 | 9.12 | 14.61 | 22.64 | 8.99 | 42.70 | 11.33 | 26.77 | 6.73 | 12.68 | 13.64 | 13.04 | 5.68 | 12.40 | 28.64 | 20.47 | 33.83 | 49.62 | 14.51 | 15.25 | 11.56 | 15.29 | 13.76 | 36.29 | 24.02 | 22.03 | 12.89 | 38.45 | 11.66 | 15.24 | 7.15 | 14.89 | 6.51 | 1.41 |
| Yield(%) | 0.00 | 1.21 | 1.84 | 3.02 | 4.43 | 5.85 | 5.37 | … | … | 0.25 | 1.15 | 1.16 | 2.82 | 4.23 | 7.92 | 1.18 | 3.86 | 4.24 | 5.19 | 4.17 | 5.81 | 3.80 | 4.99 | 7.53 | 0.76 | 0.94 | 1.02 | 1.22 | 6.35 | 6.61 | 6.67 | 1.46 | 0.66 | 1.12 | 10.34 | 10.26 | 9.80 | 8.85 | 12.21 | 9.14 | 3.96 | 2.23 | 2.42 | 0.51 |
Data as of 06/04/2026, Common starting date is 12/14/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSTX (U.S. SMALL CAP PORTFOLIO U.S. SMALL CAP PORTFOLIO – INSTITUTIONAL CLASS) |
-19.63%
Feb 2006 – Feb 2009 |
-7.69%
Feb 2004 – Feb 2009 |
3.04%
Feb 1999 – Feb 2009 |
4.46%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSTX (U.S. SMALL CAP PORTFOLIO U.S. SMALL CAP PORTFOLIO – INSTITUTIONAL CLASS) |
34.32%
Feb 2009 – Feb 2012 |
30.09%
Feb 2009 – Feb 2014 |
17.94%
Feb 2009 – Feb 2019 |
15.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart