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DFA Emerging Markets Core Equity I (DFCEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.63-0.12 (-0.51%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.60%
5-year average return6.56%
Number of years up11
Number of years down7
Best 1-yr total return (30 May 2024)83.58%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return83.58%
Worst 3-yr total return-6.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFCEXCategory
YTD3.46%8.73%
1-month1.05%1.20%
3-month7.09%5.47%
1-year13.12%41.79%
3-year-0.76%11.48%
5-year4.87%12.18%
10-year4.22%4.39%
Last bull market14.62%17.73%
Last bear market-11.80%-25.55%

Annual total return (%) history

Year
DFCEXCategory
2024
N/AN/A
2023
15.45%N/A
2022
-16.40%N/A
2021
5.83%N/A
2020
13.86%17.90%
2019
16.04%19.25%
2018
-15.25%-16.07%
2017
36.55%34.17%
2016
12.35%8.47%
2015
-14.86%-13.79%
2014
-0.91%-3.01%
2013
-2.64%-0.14%
2012
20.49%18.15%
2011
-20.65%-19.86%
2010
23.62%19.26%
2009
83.58%73.81%
2008
-50.66%-54.44%
2007
37.49%36.68%
2006
30.95%32.06%
2005
N/A31.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.38%N/AN/AN/A
20235.59%2.93%-1.52%7.86%
2022-3.77%-11.80%-10.88%10.53%
20215.31%6.29%-6.27%0.87%
2020-28.31%20.76%8.48%21.25%
20198.61%0.86%-4.18%10.55%
20181.68%-9.87%-1.21%-6.39%
201713.68%4.68%6.54%7.71%
20167.26%2.22%7.97%-5.10%
20151.96%0.36%-16.62%-0.20%
20140.62%6.74%-3.21%-4.68%
2013-0.87%-8.70%5.79%1.68%
201215.08%-8.58%6.87%7.15%
20110.59%-0.33%-24.25%4.49%
20103.80%-8.06%20.44%7.55%
2009-1.66%40.20%22.24%8.92%
2008-10.23%-3.99%-22.11%-26.51%
20075.00%17.18%9.39%2.14%
200611.30%-6.65%6.44%18.40%
200515.34%6.81%N/AN/A

Rank in category (by total return)

YTD35
1-month17
3-month34
1-year32
3-year25
5-year23

Load adjusted returns

1-year13.12%
3-year-0.76%
5-year4.87%
10-year4.22%