Popular Mutual Funds Performance Guide: Compare Returns of S&P 500 and Delaware Smid Cap Growth A (DFCIX)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DFCIX | ||
|---|---|---|
| S&P 500 | DFCIX | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $6.78 |
| End Date | Jun-01-2024 | Jun-12-2024 |
| End Price | $5,277.52 | $16.08 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Sep-30-2014 |
| Min Price | $2,503.97 | $6.64 |
| Max Date | Jun-01-2024 | Apr-30-2021 |
| Max Price | $5,277.52 | $26.86 |
| Total Return | 107.22% | 137.31% |
| Annualized Return | 7.49% | 8.95% |
| Current Value of $1,000 Purchase | $2,072 | $2,373 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 61.18% |
| Minimum Return | -25.54% | -51.72% |
| Maximum Return | 110.77% | 304.62% |
| Number Profitable Returns | 6,506 | 6,149 |
| Percent Profitable Returns | 89.61% | 84.70% |
| Number Unprofitable Returns | 754 | 1,111 |
| Percent Unprofitable Returns | 10.39% | 15.30% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 5.53 |
DFCIX Performance Table and Chart
DFCIX Dividend Chart
DFCIX Dollar-cost Average
DFCIX Trendline Chart
DFCIX Moving Average Chart
DFCIX Stock Return Map - See Patterns of Gains and Losses
DFCIX Stock Returns/Purchase Dates