Popular Mutual Funds: Compare Returns of S&P 500 to Delaware Smid Cap Growth A (DFCIX)
S&P 500 prices are represented by SPDR® S&P 500® ETF (SPY) prices.
Prices for SPY and the designated stock are monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for SPY and DFCIX | ||
|---|---|---|
| SPY | DFCIX | |
| Start Date | Jul-31-2015 | Jul-31-2014 |
| Start Price | $177.24 | $6.72 |
| End Date | Jul-15-2025 | Jul-23-2024 |
| End Price | $622.14 | $16.07 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Sep-30-2015 | Sep-30-2014 |
| Min Price | $162.21 | $6.64 |
| Max Date | Jul-15-2025 | Apr-30-2021 |
| Max Price | $622.14 | $26.86 |
| Total Return | 251.01% | 139.09% |
| Annualized Return | 13.26% | 9.03% |
| Current Value of $1,000 Purchase | $3,510 | $2,391 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 63.14% | 60.22% |
| Minimum Return | -23.93% | -51.72% |
| Maximum Return | 283.54% | 304.62% |
| Number Profitable Returns | 6,877 | 6,123 |
| Percent Profitable Returns | 94.72% | 84.34% |
| Number Unprofitable Returns | 383 | 1,137 |
| Percent Unprofitable Returns | 5.28% | 15.66% |
| Profitable to Unprofitable Returns Ratio | 17.96 | 5.39 |
DFCIX Performance Table and Chart
DFCIX Dollar-cost Average
DFCIX Correlation with S&P 500
DFCIX Trendline Chart
DFCIX Moving Average Chart
DFCIX Stock Return Map - See Patterns of Gains and Losses
DFCIX Stock Returns/Purchase Dates