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DFA U.S. Large Cap Value Portfolio (DFLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.84+0.34 (+0.72%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.92%
5-year average return9.55%
Number of years up21
Number of years down9
Best 1-yr total return (22 Apr 2024)40.32%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return40.32%
Worst 3-yr total return3.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFLVXCategory
YTD11.19%17.52%
1-month6.34%-0.87%
3-month11.19%5.51%
1-year23.37%42.88%
3-year9.24%11.93%
5-year10.98%12.07%
10-year9.31%10.95%
Last bull market47.69%23.18%
Last bear market-12.13%-17.87%

Annual total return (%) history

Year
DFLVXCategory
2024
N/AN/A
2023
11.47%N/A
2022
-5.78%N/A
2021
28.07%N/A
2020
-0.61%2.91%
2019
25.45%25.04%
2018
-11.65%-8.53%
2017
18.97%15.94%
2016
18.89%14.81%
2015
-3.49%-4.05%
2014
10.07%10.21%
2013
40.32%31.21%
2012
22.05%14.57%
2011
-3.14%-0.75%
2010
20.17%13.66%
2009
30.19%24.13%
2008
-40.80%-37.09%
2007
-2.76%1.42%
2006
20.18%18.15%
2005
10.24%5.95%
2004
18.25%12.97%
2003
34.42%28.44%
2002
-14.92%-18.69%
2001
3.84%-4.99%
2000
10.22%7.87%
1999
4.79%6.72%
1998
11.98%12.00%
1997
28.12%26.61%
1996
20.24%20.08%
1995
38.36%32.39%
1994
-4.55%-0.70%
1993
N/A13.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.19%N/AN/AN/A
20230.46%3.18%-1.40%9.07%
2022-0.35%-12.13%-5.65%14.05%
202114.72%5.22%-1.47%7.69%
2020-31.52%16.42%5.20%18.52%
201910.79%3.09%0.71%9.06%
2018-2.35%0.37%5.71%-14.72%
20173.53%2.21%4.61%7.47%
20160.13%3.97%5.14%8.63%
2015-0.21%1.47%-9.36%5.15%
20141.60%5.64%-0.15%2.70%
201313.50%3.96%5.87%12.33%
201213.06%-4.16%8.79%3.54%
20119.29%-0.79%-21.47%13.75%
20109.82%-12.80%11.15%12.91%
2009-16.79%23.58%21.95%3.81%
2008-7.68%-3.12%-8.24%-27.86%
20072.01%6.76%-5.62%-5.39%
20066.20%1.79%2.90%8.05%
20050.19%2.75%5.69%1.33%
20043.89%1.83%-0.28%12.09%
2003-5.62%17.76%3.82%16.50%
20026.59%-6.37%-19.72%6.20%
20011.61%7.71%-15.21%11.90%
2000-3.43%-4.39%8.70%9.82%
19992.50%12.36%-12.59%4.09%
199816.29%-0.57%-17.08%16.78%
19970.76%14.68%14.09%-2.81%
19967.95%0.32%1.30%9.61%
19959.80%11.36%11.15%1.81%
1994-5.83%-1.21%4.21%-1.54%
19932.83%2.09%2.64%N/A

Rank in category (by total return)

YTD16
1-month13
3-month16
1-year34
3-year45
5-year49

Load adjusted returns

1-year23.37%
3-year9.24%
5-year10.98%
10-year9.31%