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DFA Intl Sustainability Core 1 (DFSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.91+0.09 (+0.69%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.63%
5-year average return7.72%
Number of years up10
Number of years down5
Best 1-yr total return (26 Mar 2024)34.95%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return34.95%
Worst 3-yr total return-1.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFSPXCategory
YTD1.96%9.07%
1-month2.80%-1.09%
3-month8.34%5.12%
1-year14.22%33.76%
3-year3.28%8.50%
5-year6.98%10.08%
10-year4.63%5.80%
Last bull market37.01%14.90%
Last bear market-14.31%-23.70%

Annual total return (%) history

Year
DFSPXCategory
2023
18.35%N/A
2022
-17.68%N/A
2021
12.11%N/A
2020
11.63%9.30%
2019
24.21%21.59%
2018
-15.53%-14.59%
2017
27.26%25.12%
2016
2.82%0.79%
2015
-0.27%-1.59%
2014
-6.00%-4.98%
2013
22.64%19.44%
2012
18.10%18.29%
2011
-14.04%-13.97%
2010
11.54%10.24%
2009
34.95%31.24%
2008
N/A-43.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20238.36%2.62%-5.27%12.35%
2022-8.34%-14.31%-10.70%17.37%
20214.07%5.99%-0.90%2.57%
2020-25.02%19.05%7.54%16.30%
201910.50%3.64%-0.83%9.37%
2018-0.54%-2.02%0.85%-14.05%
20177.97%7.24%5.83%3.85%
2016-1.06%-1.94%7.17%-1.10%
20154.50%1.96%-9.90%3.89%
20141.56%3.83%-6.68%-4.48%
20134.31%-0.88%12.22%5.70%
201212.05%-7.94%6.38%7.62%
20114.16%0.73%-20.91%3.59%
20102.64%-13.89%16.70%8.14%
2009-14.03%28.71%20.72%1.03%
2008-3.46%-19.55%-21.27%N/A

Rank in category (by total return)

YTD49
1-month52
3-month20
1-year37
3-year46
5-year26

Load adjusted returns

1-year14.22%
3-year3.28%
5-year6.98%
10-year4.63%