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DFA Global Allocation 60/40 I (DGSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.52-0.01 (-0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.10%
5-year average return6.86%
Number of years up15
Number of years down5
Best 1-yr total return (16 Apr 2024)25.53%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return25.53%
Worst 3-yr total return3.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGSIXCategory
YTD5.28%9.69%
1-month2.53%0.91%
3-month5.28%5.21%
1-year15.68%27.06%
3-year4.65%11.00%
5-year7.91%10.26%
10-year6.34%8.34%
Last bull market24.82%15.58%
Last bear market-10.06%-12.16%

Annual total return (%) history

Year
DGSIXCategory
2024
N/AN/A
2023
14.53%N/A
2022
-12.08%N/A
2021
13.52%N/A
2020
11.57%11.72%
2019
18.17%19.23%
2018
-6.41%-5.76%
2017
14.04%13.21%
2016
9.16%7.34%
2015
-1.73%-1.93%
2014
3.71%6.21%
2013
15.97%16.48%
2012
13.05%11.72%
2011
-2.16%-0.11%
2010
13.74%11.83%
2009
25.53%24.13%
2008
-25.74%-28.00%
2007
4.92%5.99%
2006
13.88%11.29%
2005
7.20%5.13%
2004
11.06%8.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.28%N/AN/AN/A
20234.24%3.34%-1.47%7.92%
2022-4.35%-10.06%-4.79%7.34%
20215.00%4.26%-0.57%4.29%
2020-15.77%13.84%4.93%10.89%
20198.43%2.72%0.52%5.56%
2018-0.69%0.78%2.57%-8.84%
20173.84%2.39%3.14%3.99%
20162.14%1.49%3.73%1.51%
20151.93%0.02%-5.83%2.34%
20141.90%3.32%-2.35%0.88%
20135.22%-0.54%5.64%4.89%
20128.39%-3.08%4.92%2.57%
20113.93%0.66%-11.95%6.22%
20104.10%-6.57%9.56%6.73%
2009-6.87%15.94%13.30%2.61%
2008-4.68%-1.31%-8.20%-14.01%
20072.31%4.14%0.54%-2.06%
20065.25%-0.63%2.83%5.88%
2005-0.81%1.92%4.05%1.91%
20042.86%-0.22%0.38%7.80%

Rank in category (by total return)

YTD49
1-month43
3-month49
1-year46
3-year37
5-year39

Load adjusted returns

1-year15.68%
3-year4.65%
5-year7.91%
10-year6.34%