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DFA T.A. U.S. Core Equity 2 Portfolio Institutional Class (DFTCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.78+0.12 (+0.45%)
At close: 08:02PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return10.21%
5-year average return9.27%
Number of years up9
Number of years down4
Best 1-yr total return (3 Feb 2019)37.55%
Worst 1-yr total return (3 Feb 2019)-35.62%
Best 3-yr total return37.55%
Worst 3-yr total return0.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFTCXCategory
YTD16.02%5.31%
1-month1.22%-4.19%
3-month10.40%3.90%
1-year50.36%20.31%
3-year15.67%6.48%
5-year15.97%11.78%
10-year13.03%10.96%
Last bull market26.95%25.56%
Last bear market-22.03%-15.11%

Annual total return (%) history

Year
DFTCXCategory
2021
N/A26.07%
2020
15.80%15.83%
2019
29.54%28.78%
2018
-9.43%-6.27%
2017
18.82%20.44%
2016
16.31%10.37%
2015
-2.53%-1.07%
2014
9.56%10.96%
2013
37.55%31.50%
2012
17.93%14.96%
2011
-1.96%-1.27%
2010
21.67%14.01%
2009
28.68%28.17%
2008
-35.62%-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20219.82%N/AN/AN/A
2020-25.40%22.14%7.96%17.72%
201913.41%3.93%0.65%9.19%
2018-0.91%3.10%5.99%-16.35%
20174.14%2.23%4.76%6.54%
20161.33%1.96%5.10%7.11%
20152.21%0.24%-8.92%4.46%
20141.98%4.48%-1.97%4.89%
201312.17%3.53%7.10%10.59%
201212.73%-4.19%6.79%2.25%
20117.92%-1.26%-19.14%13.79%
20108.00%-11.32%11.63%13.80%
2009-12.86%18.53%18.98%4.71%
2008-8.39%-2.18%-5.20%-24.21%

Rank in category (by total return)

YTD15
1-month32
3-month59
1-year10
3-year68
5-year55

Load adjusted returns

1-year50.36%
3-year15.67%
5-year15.97%
10-year13.03%