Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFUVX (U.S. LARGE CAP VALUE PORTFOLIO III U.S. LARGE CAP VALUE PORTFOLIO III) | 16.31% | 34.81% | 19.77% | 8.94% | 11.02% | 11.41% | 8.60% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFUVX (U.S. LARGE CAP VALUE PORTFOLIO III U.S. LARGE CAP VALUE PORTFOLIO III) | 06/20/1996 | 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 (%) | 2.04 | 34.81 | 19.77 | 8.94 | 11.02 | 11.41 | 8.60 | … | … | 16.31 | 16.43 | 12.87 | 11.65 | -8.98 | 22.59 | -0.44 | 25.62 | -11.58 | 19.20 | 19.09 | -3.27 | 10.19 | 40.60 | 22.17 | -3.06 | 20.37 | 30.43 | -40.74 | -2.80 | 15.72 | 8.43 | 16.89 | 32.93 | -15.99 | -7.80 | -20.07 | -13.44 | 3.87 | 18.62 | 5.25 |
| Sharpe Ratio | NA | 2.67 | 1.18 | 0.38 | 0.51 | NA | NA | … | … | 2.97 | 0.82 | 0.77 | 0.58 | -0.48 | 1.44 | -0.02 | 1.78 | -0.76 | 2.26 | 1.23 | -0.20 | 0.80 | 3.14 | 1.48 | -0.11 | 0.94 | 0.79 | -0.87 | -0.35 | 1.02 | 0.55 | 1.33 | 1.82 | -0.70 | -0.47 | -0.67 | -0.67 | 0.02 | 0.91 | 0.55 |
| Standard Deviation(%) | NA | 11.24 | 13.76 | 16.06 | 18.22 | NA | NA | … | … | 11.96 | 16.67 | 12.08 | 13.95 | 21.87 | 15.69 | 35.65 | 13.60 | 17.03 | 8.24 | 15.39 | 16.60 | 12.67 | 12.93 | 15.12 | 27.64 | 21.67 | 38.24 | 47.63 | 17.18 | 12.12 | 11.19 | 11.96 | 17.68 | 24.43 | 22.29 | 36.21 | 24.92 | 21.43 | 16.32 | 11.79 |
| Draw Down(%) | NA | 6.24 | 16.61 | 20.43 | 41.76 | NA | NA | … | … | 6.24 | 15.01 | 8.80 | 10.95 | 19.82 | 7.74 | 41.76 | 8.60 | 22.55 | 4.32 | 12.44 | 14.62 | 10.24 | 5.77 | 13.03 | 26.78 | 18.87 | 36.43 | 55.53 | 17.00 | 8.46 | 7.56 | 7.50 | 16.92 | 32.63 | 24.62 | 29.71 | 29.90 | 27.58 | 15.31 | 8.05 |
| Yield(%) | 0.00 | 1.49 | 3.39 | 2.47 | 5.01 | 6.79 | 5.14 | … | … | 0.00 | 2.03 | 2.13 | 6.01 | 1.93 | 2.00 | 2.01 | 5.97 | 7.83 | 9.21 | 6.19 | 7.19 | 6.89 | 4.73 | 2.36 | 1.85 | 2.06 | 2.15 | 1.82 | 5.54 | 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 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFUVX (U.S. LARGE CAP VALUE PORTFOLIO III U.S. LARGE CAP VALUE PORTFOLIO III) |
-21.49%
Feb 2006 – Feb 2009 |
-14.71%
Mar 1998 – Mar 2003 |
-7.48%
Feb 1999 – Feb 2009 |
-0.20%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFUVX (U.S. LARGE CAP VALUE PORTFOLIO III U.S. LARGE CAP VALUE PORTFOLIO III) |
30.63%
Feb 2009 – Feb 2012 |
27.90%
Feb 2009 – Feb 2014 |
17.78%
Feb 2009 – Feb 2019 |
14.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart