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DFA US Social Core Equity 2 Portfolio (DFUEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.31+0.32 (+1.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.71%
5-year average return12.11%
Number of years up11
Number of years down5
Best 1-yr total return (2 May 2024)37.08%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return37.08%
Worst 3-yr total return6.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFUEXCategory
YTD4.47%14.84%
1-month-5.20%1.65%
3-month4.08%7.55%
1-year22.90%40.47%
3-year6.12%16.77%
5-year11.70%16.15%
10-year10.34%13.21%
Last bull market29.65%24.09%
Last bear market-16.23%-17.61%

Annual total return (%) history

Year
DFUEXCategory
2024
N/AN/A
2023
25.93%N/A
2022
-17.98%N/A
2021
27.91%N/A
2020
15.73%15.83%
2019
30.21%28.78%
2018
-9.98%-6.27%
2017
18.98%20.44%
2016
17.78%10.37%
2015
-4.64%-1.07%
2014
8.00%10.96%
2013
37.08%31.50%
2012
17.50%14.96%
2011
-2.64%-1.27%
2010
22.48%14.01%
2009
29.67%28.17%
2008
-38.15%-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.21%N/AN/AN/A
20236.94%7.65%-3.69%13.58%
2022-6.21%-16.23%-4.38%9.19%
202110.38%6.47%-0.45%9.33%
2020-26.41%23.06%7.63%18.74%
201913.99%3.98%0.79%8.99%
2018-1.05%3.68%5.43%-16.78%
20173.94%2.10%4.75%7.03%
20161.78%1.48%5.77%7.81%
20151.25%-0.05%-9.20%3.78%
20141.50%4.70%-2.59%4.33%
201312.17%3.30%6.89%10.68%
201212.87%-5.04%6.72%2.72%
20118.32%-1.78%-19.89%14.23%
20108.01%-11.30%11.46%14.69%
2009-12.91%19.22%19.43%4.57%
2008-8.02%-1.55%-7.75%-25.96%

Rank in category (by total return)

YTD72
1-month89
3-month50
1-year33
3-year67
5-year61

Load adjusted returns

1-year22.90%
3-year6.12%
5-year11.70%
10-year10.34%