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DFA Enhanced US Large Company I (DFELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.43+0.06 (+0.42%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.78%
5-year average return13.49%
Number of years up21
Number of years down6
Best 1-yr total return (2 Jul 2024)32.76%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.76%
Worst 3-yr total return5.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFELXCategory
YTD15.25%5.31%
1-month3.58%-4.19%
3-month4.34%3.90%
1-year24.95%20.31%
3-year7.82%6.48%
5-year13.63%11.78%
10-year12.12%10.96%
Last bull market26.83%25.56%
Last bear market-17.32%-15.11%

Annual total return (%) history

Year
DFELXCategory
2024
N/AN/A
2023
26.52%22.32%
2022
-22.40%-16.96%
2021
27.48%26.07%
2020
18.46%15.83%
2019
32.76%28.78%
2018
-5.45%-6.27%
2017
21.44%20.44%
2016
12.60%10.37%
2015
1.08%-1.07%
2014
13.54%10.96%
2013
32.11%31.50%
2012
16.96%14.96%
2011
2.25%-1.27%
2010
15.66%14.01%
2009
28.73%28.17%
2008
-37.28%-37.79%
2007
5.07%6.16%
2006
15.03%14.17%
2005
3.58%5.88%
2004
10.04%10.02%
2003
28.86%27.05%
2002
-20.80%-22.25%
2001
-11.39%-13.50%
2000
-9.66%-6.31%
1999
19.37%20.16%
1998
29.55%22.39%
1997
32.74%28.37%
1996
N/A20.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.45%4.34%N/AN/A
20237.80%8.26%-3.45%12.29%
2022-6.69%-17.32%-6.34%7.40%
20216.10%8.44%0.40%10.34%
2020-21.18%22.61%9.07%12.38%
201914.54%4.53%1.81%8.92%
2018-1.50%3.22%7.67%-13.63%
20176.13%3.17%4.43%6.22%
20162.00%2.68%3.74%3.64%
20151.23%0.11%-6.48%6.65%
20141.83%5.25%1.06%4.82%
201310.57%2.65%5.37%10.47%
201212.96%-2.64%6.73%-0.36%
20115.87%0.47%-13.85%11.59%
20105.59%-11.19%11.45%10.67%
2009-10.97%16.84%16.53%6.19%
2008-9.71%-2.86%-8.57%-21.78%
20070.57%6.02%1.97%-3.36%
20063.97%-1.69%5.58%6.59%
2005-2.72%1.50%3.18%1.66%
20041.93%0.75%-1.57%8.86%
2003-3.01%15.64%2.57%12.01%
2002-0.19%-12.54%-16.52%8.69%
2001-12.03%5.47%-13.85%10.85%
20002.21%-3.31%-0.76%-7.89%
19994.43%6.78%-6.26%14.20%
199814.12%3.25%-9.79%21.87%
19972.03%18.08%7.45%2.54%
19968.39%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month22
3-month19
1-year27
3-year63
5-year56

Load adjusted returns

1-year24.95%
3-year7.82%
5-year13.63%
10-year12.12%