Quarterly Returns +
| Year | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -32 | 10.2 | -2.4 | 3.5 | 0.1 | -0.2 | 1.6 | 13.5 | 13.1 | - |
| Q2 | - | 15.7 | 0.9 | 2.8 | 2.2 | 4 | 1.5 | 5.6 | 4.4 | -4.8 | - |
| Q3 | - | 5.9 | -0.6 | 5.5 | 4.6 | 5.1 | -9.4 | -0.2 | 5.3 | 8.5 | - |
| Q4 | - | - | 6.4 | -15 | 6.9 | 8.7 | 5.2 | 2.7 | 12.3 | 3.2 | - |
Monthly Returns +
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2020 | -4.11 | -10.57 | -20.74 | 13.08 | 4.14 | -1.78 | 3.16 | 5.48 | -0.34 | 0.22 | 15.8 | 4.02 |
Annual Returns +
| Year | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DFLVX | 10.6% | 3.9% | -15.2% | 34.4% | 18.2% | 10.2% | 20.2% | -2.8% | -40.8% | 30.4% | 20.4% | -3.1% | 22.1% | 40.3% | 10.1% | -3.4% | 18.9% | 19% | -11.7% | 20.3% | -3% | 0% |
| ^RLV - Russell 1000? Value Index | 0% | 0% | 0% | 26.7% | 13.7% | 4.4% | 19.2% | -2.7% | -38.8% | 16.3% | 12.9% | -2.1% | 14.5% | 29.4% | 10.9% | -6.2% | 14.3% | 10.9% | -10.6% | 23.2% | -0% | 6.4% |
