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DFA U.S. Core Equity 1 Portfolio Institutional Class (DFEOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.99+0.64 (+1.81%)
At close: 08:06AM EST

Performance overview

Morningstar return rating★★★
Year-to-date return9.98%
5-year average return10.11%
Number of years up11
Number of years down4
Best 1-yr total return (3 Feb 2019)36.60%
Worst 1-yr total return (3 Feb 2019)-36.53%
Best 3-yr total return36.60%
Worst 3-yr total return-8.95%

Trailing returns (%) vs. Benchmarks

ReturnDFEOXCategory
YTD22.42%14.84%
1-month-1.64%1.65%
3-month0.41%7.55%
1-year26.65%40.47%
3-year18.58%16.77%
5-year14.95%16.15%
10-year15.34%13.21%
Last bull market26.31%24.09%
Last bear market-20.18%-17.61%

Annual total return (%) history

Year
DFEOXCategory
2021
N/AN/A
2020
16.42%15.83%
2019
30.18%28.78%
2018
-7.79%-6.27%
2017
20.89%20.44%
2016
14.80%10.37%
2015
-1.35%-1.07%
2014
10.52%10.96%
2013
36.60%31.50%
2012
16.91%14.96%
2011
-0.64%-1.27%
2010
20.11%14.01%
2009
29.84%28.17%
2008
-36.53%-37.79%
2007
2.79%6.16%
2006
15.69%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20219.13%6.98%N/AN/A
2020-24.35%22.16%8.16%16.48%
201913.79%3.90%0.84%9.19%
2018-0.59%3.57%6.54%-15.94%
20175.16%2.59%4.83%6.91%
20161.52%1.95%4.93%5.71%
20152.23%0.11%-8.12%4.91%
20142.02%4.66%-1.19%4.75%
201311.77%3.38%7.05%10.44%
201212.86%-4.09%6.58%1.34%
20117.21%-0.60%-17.52%13.04%
20107.22%-11.14%11.70%12.86%
2009-11.30%17.92%17.76%5.41%
2008-9.17%-1.51%-7.27%-23.48%
20071.78%5.99%-0.44%-4.29%
20066.54%-2.29%3.43%7.44%
20051.83%N/AN/AN/A

Rank in category (by total return)

YTD22
1-month67
3-month71
1-year13
3-year59
5-year43

Load adjusted returns

1-year47.07%
3-year16.58%
5-year16.95%
10-year13.90%