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DFA International Small Cap Value I (DISVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.41+0.29 (+1.31%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.65%
5-year average return7.15%
Number of years up21
Number of years down8
Best 1-yr total return (28 Apr 2024)39.51%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return39.51%
Worst 3-yr total return-2.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDISVXCategory
YTD5.32%14.60%
1-month5.42%-1.66%
3-month5.32%5.70%
1-year16.24%46.89%
3-year6.19%6.61%
5-year7.77%9.96%
10-year4.54%6.46%
Last bull market44.73%14.17%
Last bear market-13.65%-22.90%

Annual total return (%) history

Year
DISVXCategory
2024
N/AN/A
2023
17.58%N/A
2022
-9.78%N/A
2021
15.89%N/A
2020
0.81%8.61%
2019
21.00%19.18%
2018
-23.31%-19.13%
2017
27.98%27.52%
2016
8.00%4.24%
2015
3.99%2.27%
2014
-4.99%-6.56%
2013
32.39%25.71%
2012
22.26%21.38%
2011
-17.46%-15.99%
2010
18.10%21.00%
2009
39.51%44.06%
2008
-41.68%-47.29%
2007
2.95%5.01%
2006
28.39%26.48%
2005
23.23%18.16%
2004
34.80%23.91%
2003
66.48%49.12%
2002
5.79%-5.48%
2001
-4.59%-11.74%
2000
-3.08%-7.54%
1999
19.04%45.36%
1998
5.27%11.26%
1997
-22.72%-2.51%
1996
0.95%12.81%
1995
1.16%5.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.32%N/AN/AN/A
20236.53%0.87%0.07%9.34%
2022-2.59%-13.65%-10.09%19.29%
20218.14%4.49%0.60%1.96%
2020-33.70%19.38%6.30%19.81%
20198.65%0.15%-0.55%11.81%
2018-2.26%-3.47%-0.97%-17.91%
20177.73%6.33%7.60%3.83%
2016-0.81%-3.16%10.54%1.71%
20154.68%5.19%-9.22%4.03%
20146.09%1.95%-8.53%-3.97%
20137.91%-2.26%16.42%7.81%
201216.72%-10.96%8.21%8.71%
20115.58%-1.48%-21.72%1.36%
20105.04%-14.13%16.35%12.54%
2009-13.18%31.78%24.38%-1.97%
2008-3.66%-5.15%-20.83%-19.38%
20079.06%4.49%-2.35%-7.49%
200612.68%-2.70%3.15%13.53%
20056.65%-1.14%10.37%5.90%
200413.95%-0.13%0.30%18.09%
2003-0.14%27.35%16.03%12.83%
20027.89%8.49%-11.79%2.47%
2001-1.57%7.06%-11.07%1.81%
2000-0.24%3.49%-5.11%-1.07%
19992.37%16.60%3.15%-3.31%
199820.22%-5.49%-15.95%10.22%
1997-2.47%5.80%-9.96%-16.82%
19964.47%4.38%-4.56%-3.01%
19952.50%-2.63%-0.20%1.57%

Rank in category (by total return)

YTD14
1-month20
3-month14
1-year31
3-year20
5-year33

Load adjusted returns

1-year16.24%
3-year6.19%
5-year7.77%
10-year4.54%