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DFA US Large Cap Value III (DFUVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.68-0.23 (-0.74%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.60%
5-year average return10.16%
Number of years up20
Number of years down8
Best 1-yr total return (23 Jun 2024)40.60%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return40.60%
Worst 3-yr total return3.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFUVXCategory
YTD9.30%4.44%
1-month2.84%-4.04%
3-month4.52%4.09%
1-year26.01%14.37%
3-year6.18%6.04%
5-year11.73%9.20%
10-year8.95%8.57%
Last bull market26.35%22.97%
Last bear market-12.10%-11.27%

Annual total return (%) history

Year
DFUVXCategory
2024
N/AN/A
2023
11.57%11.63%
2022
-5.69%-5.90%
2021
28.17%26.22%
2020
-0.47%2.91%
2019
25.61%25.04%
2018
-11.55%-8.53%
2017
19.11%15.94%
2016
19.09%14.81%
2015
-3.35%-4.05%
2014
10.19%10.21%
2013
40.60%31.21%
2012
22.17%14.57%
2011
-3.06%-0.75%
2010
20.37%13.66%
2009
30.43%24.13%
2008
-40.74%-37.09%
2007
-2.60%1.42%
2006
20.34%18.15%
2005
10.37%5.95%
2004
18.39%12.97%
2003
34.56%28.44%
2002
-14.76%-18.69%
2001
3.93%-4.99%
2000
10.39%7.87%
1999
4.89%6.72%
1998
12.18%12.00%
1997
28.29%26.61%
1996
20.32%20.08%
1995
N/A32.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.20%N/AN/AN/A
20230.48%3.20%-1.37%9.09%
2022-0.32%-12.10%-5.62%14.05%
202114.78%5.24%-1.49%7.71%
2020-31.47%16.44%5.26%18.50%
201910.85%3.10%0.75%9.09%
2018-2.32%0.38%5.75%-14.70%
20173.53%2.24%4.67%7.50%
20160.17%3.99%5.16%8.73%
2015-0.15%1.51%-9.34%5.19%
20141.62%5.68%-0.11%2.71%
201313.57%4.03%5.87%12.40%
201213.09%-4.10%8.83%3.51%
20119.28%-0.75%-21.48%13.83%
20109.86%-12.80%11.22%12.98%
2009-16.73%23.56%22.00%3.91%
2008-7.68%-3.07%-8.22%-27.85%
20072.07%6.82%-5.62%-5.35%
20066.29%1.78%2.96%8.03%
20050.22%2.79%5.69%1.37%
20043.94%1.82%-0.28%12.17%
2003-5.64%17.82%3.80%16.60%
20026.60%-6.27%-19.73%6.29%
20011.64%7.67%-15.11%11.87%
2000-3.43%-4.33%8.70%9.91%
19992.48%12.37%-12.51%4.10%
199816.37%-0.58%-17.01%16.83%
19970.80%14.71%14.15%-2.80%
19968.02%0.29%1.35%9.59%
199511.48%11.14%1.88%N/A

Rank in category (by total return)

YTD23
1-month62
3-month37
1-year24
3-year52
5-year44

Load adjusted returns

1-year26.01%
3-year6.18%
5-year11.73%
10-year8.95%