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DFA World ex US Core Equity Instl (DFWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.67+0.08 (+0.59%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.26%
5-year average return8.31%
Number of years up6
Number of years down4
Best 1-yr total return (30 May 2024)30.12%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return30.12%
Worst 3-yr total return-0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFWIXCategory
YTD2.06%9.07%
1-month-1.65%-1.09%
3-month4.25%5.12%
1-year9.84%33.76%
3-year1.66%8.50%
5-year6.03%10.08%
10-year4.45%5.80%
Last bull market18.18%14.90%
Last bear market-13.01%-23.70%

Annual total return (%) history

Year
DFWIXCategory
2024
N/AN/A
2023
16.72%N/A
2022
-14.01%N/A
2021
12.51%N/A
2020
9.34%9.30%
2019
19.98%21.59%
2018
-17.00%-14.59%
2017
30.12%25.12%
2016
6.37%0.79%
2015
-3.80%-1.59%
2014
-4.86%-4.98%
2013
N/A19.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.77%N/AN/AN/A
20236.62%2.49%-2.51%9.57%
2022-4.27%-13.01%-10.49%15.35%
20216.10%6.19%-2.33%2.25%
2020-28.06%19.54%7.21%18.60%
20199.81%1.82%-2.27%9.79%
2018-0.24%-4.08%-0.50%-12.83%
20179.08%5.78%6.89%5.50%
20160.47%-0.38%8.06%-1.65%
20153.82%2.19%-12.15%3.21%
20141.85%4.43%-6.25%-4.58%
201311.49%5.00%N/AN/A

Rank in category (by total return)

YTD60
1-month15
3-month22
1-year23
3-year44
5-year36

Load adjusted returns

1-year9.84%
3-year1.66%
5-year6.03%
10-year4.45%