Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFUKX (UNITED KINGDOM SMALL COMPANY PORTFOLIO UNITED KINGDOM SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) | 3.28% | 8.13% | 12.97% | 1.84% | 5.04% | 6.44% | 5.89% | … | … |
Data as of 06/04/2026, Common starting date is 08/26/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFUKX (UNITED KINGDOM SMALL COMPANY PORTFOLIO UNITED KINGDOM SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) | 08/26/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 8.13 | 12.97 | 1.84 | 5.04 | 6.44 | 5.89 | … | … | 3.28 | 16.47 | 7.01 | 14.02 | -24.56 | 15.25 | -2.92 | 35.41 | -19.73 | 28.35 | -11.50 | 7.23 | -5.77 | 39.04 | 38.81 | -10.62 | 29.08 | 60.11 | -53.03 | -8.46 | 45.08 | 12.96 | 27.36 | 52.36 | -9.06 | -8.90 | -4.83 | 41.82 | -11.12 | 3.45 | 29.92 | 10.74 | 4.65 | 2.53 |
| Sharpe Ratio | NA | 0.46 | 0.62 | -0.02 | 0.15 | NA | NA | … | … | 0.39 | 0.81 | 0.03 | 0.59 | -0.93 | 0.98 | -0.08 | 2.12 | -1.38 | 2.63 | -0.42 | 0.48 | -0.42 | 2.97 | 2.14 | -0.42 | 1.34 | 1.92 | -1.46 | -0.58 | 2.87 | 1.02 | 2.15 | 5.56 | -1.08 | -0.85 | -0.70 | 5.01 | -1.44 | -0.01 | 3.95 | 0.73 | 0.18 | 0.54 |
| Standard Deviation(%) | NA | 16.01 | 17.09 | 19.44 | 22.05 | NA | NA | … | … | 19.08 | 17.27 | 15.71 | 16.84 | 27.91 | 15.48 | 40.24 | 16.00 | 15.28 | 10.58 | 27.94 | 15.15 | 13.67 | 13.13 | 18.25 | 25.57 | 21.67 | 31.24 | 36.79 | 19.77 | 14.65 | 10.54 | 12.31 | 9.29 | 9.46 | 13.35 | 12.74 | 7.71 | 10.02 | 9.94 | 6.63 | 9.39 | 9.44 | 9.88 |
| Draw Down(%) | NA | 14.61 | 19.62 | 45.11 | 51.01 | NA | NA | … | … | 14.61 | 12.63 | 11.35 | 17.46 | 40.94 | 14.21 | 50.81 | 13.53 | 25.68 | 4.50 | 23.28 | 10.81 | 18.35 | 7.31 | 14.68 | 25.43 | 17.72 | 21.46 | 59.02 | 20.77 | 13.60 | 10.10 | 12.05 | 9.16 | 22.63 | 26.69 | 21.53 | 5.96 | 29.84 | 9.19 | 5.19 | 7.13 | 10.88 | 8.55 |
| Yield(%) | 0.00 | 4.19 | 4.37 | 2.68 | 4.59 | 5.86 | 5.41 | … | … | 0.00 | 4.92 | 4.06 | 4.02 | 1.32 | 3.31 | 0.96 | 13.77 | 5.11 | 11.54 | 7.10 | 8.07 | 8.79 | 4.97 | 3.35 | 3.68 | 2.66 | 3.64 | 2.25 | 5.71 | 9.03 | 8.59 | 7.99 | 6.02 | 5.49 | 6.80 | 10.36 | 20.22 | 15.54 | 13.56 | 8.99 | 11.67 | 2.16 | 1.85 |
Data as of 06/04/2026, Common starting date is 08/26/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFUKX (UNITED KINGDOM SMALL COMPANY PORTFOLIO UNITED KINGDOM SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) |
-18.78%
Feb 2006 – Feb 2009 |
-5.87%
Feb 2004 – Feb 2009 |
0.78%
Oct 2013 – Oct 2023 |
1.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFUKX (UNITED KINGDOM SMALL COMPANY PORTFOLIO UNITED KINGDOM SMALL COMPANY PORTFOLIO – INSTITUTIONAL CLASS) |
37.45%
Mar 2003 – Mar 2006 |
32.30%
Feb 2009 – Feb 2014 |
14.96%
Feb 2009 – Feb 2019 |
12.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart