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DFA US Small Cap Value I (DFSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.08-0.04 (-0.09%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.65%
5-year average return10.83%
Number of years up22
Number of years down8
Best 1-yr total return (23 Apr 2024)42.38%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return42.38%
Worst 3-yr total return0.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFSVXCategory
YTD4.98%26.79%
1-month5.28%-1.77%
3-month4.98%4.45%
1-year24.90%71.02%
3-year10.01%9.35%
5-year12.79%12.17%
10-year8.39%9.95%
Last bull market68.02%28.07%
Last bear market-12.63%-24.24%

Annual total return (%) history

Year
DFSVXCategory
2024
N/AN/A
2023
18.91%N/A
2022
-3.52%N/A
2021
39.84%N/A
2020
2.23%4.02%
2019
18.12%21.43%
2018
-15.13%-15.46%
2017
7.21%8.54%
2016
28.26%25.99%
2015
-7.81%-6.71%
2014
3.48%3.34%
2013
42.38%36.22%
2012
21.72%16.00%
2011
-7.55%-4.45%
2010
30.90%26.17%
2009
33.62%31.32%
2008
-36.79%-32.24%
2007
-10.75%-6.08%
2006
21.55%16.27%
2005
7.79%6.40%
2004
25.39%21.14%
2003
59.40%42.38%
2002
-9.27%-10.12%
2001
22.65%15.92%
2000
9.01%18.64%
1999
13.05%6.78%
1998
-7.30%-6.93%
1997
30.75%27.89%
1996
22.33%22.50%
1995
29.28%22.49%
1994
1.23%-0.53%
1993
N/A17.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.98%N/AN/AN/A
2023-0.06%4.51%-0.83%14.81%
2022-0.08%-12.63%-2.59%13.45%
202126.50%4.01%-0.77%7.10%
2020-39.02%22.26%3.37%32.66%
201911.43%-0.79%-2.13%9.18%
2018-2.34%7.76%1.16%-20.28%
2017-1.35%-0.56%5.97%3.13%
20162.13%1.10%7.96%15.06%
20152.44%0.05%-11.72%1.89%
20141.21%3.27%-7.23%6.71%
201313.75%3.50%8.25%11.73%
201213.39%-4.60%7.41%4.77%
20118.80%-3.68%-24.07%16.19%
201011.91%-12.48%12.46%18.83%
2009-17.39%23.94%26.83%2.90%
2008-5.88%-4.83%-1.02%-28.70%
20073.07%3.89%-8.59%-8.81%
200615.06%-3.40%-0.70%10.14%
2005-2.90%3.02%6.17%1.50%
20047.38%3.70%-2.15%15.08%
2003-7.61%28.03%11.66%20.69%
200211.38%-0.86%-22.73%6.33%
20015.54%16.87%-17.08%19.92%
20008.78%-2.92%5.30%-1.97%
1999-8.59%22.94%-5.76%6.74%
199810.54%-3.91%-22.30%12.32%
1997-0.18%15.82%18.16%-4.29%
19964.64%6.99%1.32%7.83%
19955.79%10.61%10.12%0.33%
19941.34%-0.88%4.79%-3.82%
19930.50%10.03%3.57%N/A

Rank in category (by total return)

YTD45
1-month32
3-month45
1-year20
3-year11
5-year17

Load adjusted returns

1-year24.90%
3-year10.01%
5-year12.79%
10-year8.39%