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DFA US Sustainability Core 1 (DFSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.06+0.02 (+0.05%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.73%
5-year average return15.13%
Number of years up11
Number of years down4
Best 1-yr total return (25 Jun 2024)36.69%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return36.69%
Worst 3-yr total return7.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFSIXCategory
YTD9.99%5.31%
1-month4.80%-4.19%
3-month2.93%3.90%
1-year29.63%20.31%
3-year8.11%6.48%
5-year15.86%11.78%
10-year12.16%10.96%
Last bull market28.65%25.56%
Last bear market-15.50%-15.11%

Annual total return (%) history

Year
DFSIXCategory
2024
N/AN/A
2023
25.69%22.32%
2022
-17.84%-16.96%
2021
27.35%26.07%
2020
21.22%15.83%
2019
32.52%28.78%
2018
-6.73%-6.27%
2017
21.35%20.44%
2016
13.91%10.37%
2015
-1.23%-1.07%
2014
10.39%10.96%
2013
36.69%31.50%
2012
17.05%14.96%
2011
-0.66%-1.27%
2010
18.68%14.01%
2009
31.36%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.72%N/AN/AN/A
20236.35%8.03%-2.70%12.44%
2022-6.84%-15.50%-4.39%9.16%
20218.07%7.66%-0.11%9.58%
2020-22.44%23.09%8.89%16.62%
201914.16%4.74%1.06%9.67%
2018-0.20%3.90%7.24%-16.12%
20175.50%2.77%4.71%6.90%
20161.54%1.00%5.41%5.38%
20152.04%0.29%-8.04%4.94%
20141.84%4.80%-1.13%4.60%
201311.89%3.22%7.24%10.37%
201212.96%-4.26%6.82%1.32%
20117.17%-0.67%-17.51%13.12%
20107.11%-11.15%10.79%12.57%
2009-11.40%18.89%18.47%5.25%
2008-1.31%-7.82%-24.97%N/A

Rank in category (by total return)

YTD57
1-month38
3-month65
1-year21
3-year50
5-year17

Load adjusted returns

1-year29.63%
3-year8.11%
5-year15.86%
10-year12.16%