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DFA International Value Portfolio (DFIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.95-0.06 (-0.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.20%
5-year average return7.49%
Number of years up18
Number of years down11
Best 1-yr total return (29 Apr 2024)39.45%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return39.45%
Worst 3-yr total return-2.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFIVXCategory
YTD6.95%11.56%
1-month5.53%-2.20%
3-month6.95%4.11%
1-year18.71%35.63%
3-year8.91%5.74%
5-year8.54%8.25%
10-year4.74%4.29%
Last bull market46.51%13.65%
Last bear market-11.59%-23.43%

Annual total return (%) history

Year
DFIVXCategory
2024
N/AN/A
2023
17.79%N/A
2022
-3.48%N/A
2021
18.69%N/A
2020
-2.14%0.88%
2019
15.67%17.80%
2018
-17.49%-15.44%
2017
26.09%22.08%
2016
8.41%3.34%
2015
-6.31%-3.10%
2014
-6.99%-6.32%
2013
23.12%20.81%
2012
16.61%16.21%
2011
-16.85%-12.77%
2010
10.57%7.48%
2009
39.45%30.33%
2008
-46.33%-42.41%
2007
10.24%9.01%
2006
34.15%25.98%
2005
15.27%13.19%
2004
28.80%21.99%
2003
49.93%39.07%
2002
-8.52%-12.37%
2001
-15.26%-15.98%
2000
-0.16%-6.76%
1999
16.30%30.02%
1998
14.87%6.98%
1997
-3.14%7.03%
1996
7.81%13.85%
1995
11.53%10.70%
1994
N/A0.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.95%N/AN/AN/A
20236.13%3.99%0.23%6.49%
20222.03%-11.59%-10.28%19.26%
202111.73%4.17%-0.49%2.47%
2020-31.98%15.42%2.00%22.20%
20198.46%1.47%-2.52%7.82%
2018-1.33%-3.30%1.29%-14.63%
20175.93%4.26%8.30%5.43%
2016-4.06%-0.90%8.50%5.09%
20154.14%2.48%-14.64%2.85%
20141.08%4.03%-6.51%-5.39%
20131.80%-0.04%14.04%6.08%
201211.34%-9.56%7.33%7.89%
20114.70%0.10%-23.06%3.12%
20102.02%-14.80%18.37%7.46%
2009-16.15%33.93%24.26%-0.07%
2008-8.20%-5.89%-17.79%-24.43%
20075.03%7.81%1.08%-3.69%
200612.35%0.10%6.47%12.03%
20050.30%-1.40%10.90%5.10%
20047.24%1.98%0.63%17.03%
2003-7.61%23.18%11.32%18.33%
20025.03%3.80%-21.00%6.22%
2001-8.78%2.40%-13.35%4.69%
2000-5.08%6.16%-5.27%4.60%
19991.33%5.07%4.99%4.04%
199817.91%0.22%-16.89%16.96%
1997-2.13%11.57%-1.84%-9.64%
19963.01%3.22%-0.63%2.04%
19951.46%1.42%2.58%5.66%
19945.14%-0.15%-0.74%N/A

Rank in category (by total return)

YTD13
1-month6
3-month13
1-year16
3-year7
5-year14

Load adjusted returns

1-year18.71%
3-year8.91%
5-year8.54%
10-year4.74%