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DFA International Real Estate Sec I (DFITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.5400+0.0300 (+0.85%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.90%
5-year average return-2.97%
Number of years up10
Number of years down6
Best 1-yr total return (1 Jul 2024)37.01%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return37.01%
Worst 3-yr total return-7.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFITXCategory
YTD-3.22%14.32%
1-month3.74%0.73%
3-month3.74%8.73%
1-year5.39%32.33%
3-year-6.11%7.75%
5-year-1.62%6.57%
10-year0.81%6.49%
Last bull market18.33%23.44%
Last bear market-16.85%-20.52%

Annual total return (%) history

Year
DFITXCategory
2024
N/AN/A
2023
5.96%N/A
2022
-21.73%N/A
2021
12.87%N/A
2020
-9.02%-5.43%
2019
23.52%23.45%
2018
-6.90%-7.11%
2017
15.38%15.12%
2016
3.08%1.97%
2015
-3.62%-0.92%
2014
11.10%11.67%
2013
2.27%2.92%
2012
33.41%31.78%
2011
-7.75%-10.10%
2010
18.09%17.22%
2009
37.01%37.01%
2008
-51.92%-46.63%
2007
N/A-7.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.88%-4.37%N/AN/A
2023-0.54%-2.71%-5.01%15.28%
2022-3.59%-16.85%-13.42%12.77%
20212.20%7.11%-2.01%5.23%
2020-32.87%12.24%4.52%15.52%
201911.82%2.15%3.07%4.92%
2018-0.77%-0.39%-1.17%-4.70%
20174.26%2.04%2.20%6.13%
20168.67%1.86%2.00%-8.70%
20152.67%-2.79%-4.02%0.60%
20143.78%9.60%-5.08%2.90%
20136.38%-7.82%4.93%-0.61%
201211.87%2.45%8.57%7.22%
20114.78%4.94%-17.75%2.00%
20100.00%-9.54%22.71%6.39%
2009-17.05%27.61%28.61%0.65%
2008-4.32%-13.44%-13.32%-33.03%
2007-4.00%0.69%-11.21%N/A

Rank in category (by total return)

YTD47
1-month66
3-month8
1-year90
3-year81
5-year83

Load adjusted returns

1-year5.39%
3-year-6.11%
5-year-1.62%
10-year0.81%