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DFA Global Equity I (DGEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.18-0.01 (-0.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.73%
5-year average return11.44%
Number of years up15
Number of years down5
Best 1-yr total return (27 Jun 2024)34.51%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return34.51%
Worst 3-yr total return4.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGEIXCategory
YTD8.86%12.08%
1-month4.75%0.64%
3-month4.44%6.49%
1-year25.34%38.01%
3-year6.07%12.74%
5-year12.76%12.82%
10-year8.98%9.05%
Last bull market24.33%18.82%
Last bear market-14.33%-20.53%

Annual total return (%) history

Year
DGEIXCategory
2024
N/AN/A
2023
20.29%N/A
2022
-14.70%N/A
2021
23.20%N/A
2020
13.49%12.96%
2019
26.67%25.26%
2018
-11.49%-10.06%
2017
22.15%22.28%
2016
12.93%6.93%
2015
-2.71%-0.92%
2014
4.62%3.67%
2013
29.15%24.08%
2012
18.24%14.39%
2011
-7.41%-7.19%
2010
19.35%14.49%
2009
34.51%34.45%
2008
-39.99%-41.13%
2007
4.41%12.16%
2006
20.47%19.88%
2005
10.95%10.91%
2004
19.00%16.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.13%N/AN/AN/A
20235.69%5.43%-2.86%11.13%
2022-4.47%-14.33%-6.40%11.35%
20218.80%6.42%-1.09%7.57%
2020-25.89%21.22%7.53%17.49%
201912.47%3.16%0.04%9.13%
2018-0.89%1.04%4.07%-15.07%
20175.68%3.34%4.90%6.62%
20161.36%1.43%5.75%3.87%
20152.72%0.58%-9.50%4.05%
20142.06%4.55%-3.41%1.51%
20138.73%0.99%8.48%8.42%
201212.92%-5.68%6.74%4.00%
20115.90%-0.46%-19.98%9.77%
20106.16%-11.64%14.08%11.52%
2009-12.68%23.77%19.93%3.78%
2008-8.35%-2.57%-11.94%-23.68%
20072.97%6.26%-0.25%-4.34%
20068.72%-1.96%3.56%9.15%
2005-0.90%1.70%6.98%2.91%
20044.88%0.97%-0.67%13.12%

Rank in category (by total return)

YTD37
1-month26
3-month31
1-year21
3-year22
5-year13

Load adjusted returns

1-year25.34%
3-year6.07%
5-year12.76%
10-year8.98%