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DFA Tax Managed U.S. Equity Portfolio (DTMEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.59+0.14 (+0.30%)
At close: 08:02PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return9.31%
5-year average return10.89%
Number of years up16
Number of years down3
Best 1-yr total return (3 Feb 2019)34.17%
Worst 1-yr total return (3 Feb 2019)-35.53%
Best 3-yr total return34.17%
Worst 3-yr total return-8.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDTMEXCategory
YTD11.95%14.84%
1-month-0.11%1.65%
3-month9.53%7.55%
1-year45.41%40.47%
3-year17.52%16.77%
5-year14.23%16.15%
10-year14.30%13.21%
Last bull market25.16%24.09%
Last bear market-17.40%-17.61%

Annual total return (%) history

Year
DTMEXCategory
2021
N/AN/A
2020
20.66%15.83%
2019
30.92%28.78%
2018
-5.39%-6.27%
2017
21.44%20.44%
2016
12.68%10.37%
2015
0.46%-1.07%
2014
11.99%10.96%
2013
34.17%31.50%
2012
15.99%14.96%
2011
1.18%-1.27%
2010
16.80%14.01%
2009
24.15%28.17%
2008
-35.53%-37.79%
2007
5.25%6.16%
2006
14.39%14.17%
2005
6.26%5.88%
2004
11.41%10.02%
2003
30.63%27.05%
2002
-26.01%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.11%N/AN/AN/A
2020-20.77%21.91%9.37%14.21%
201913.73%4.22%1.09%9.27%
2018-0.48%3.56%7.41%-14.54%
20175.79%3.00%4.59%6.56%
20160.91%2.32%4.42%4.51%
20151.59%0.44%-7.34%6.25%
20141.72%4.75%0.18%4.91%
201311.04%2.97%6.27%10.43%
201212.69%-3.37%6.43%0.08%
20116.31%0.05%-14.97%11.88%
20105.79%-11.35%11.50%11.69%
2009-10.85%14.06%15.12%6.06%
2008-9.26%-1.35%-8.26%-21.50%
20071.30%6.00%1.39%-3.33%
20064.99%-2.17%4.46%6.61%
2005-2.00%2.02%4.32%1.88%
20042.19%1.66%-2.27%9.73%
2003-3.18%15.73%3.85%12.26%
2002-0.75%-15.59%-17.17%6.62%
200116.87%N/AN/AN/A

Rank in category (by total return)

YTD55
1-month38
3-month60
1-year26
3-year25
5-year17

Load adjusted returns

1-year50.29%
3-year18.68%
5-year17.61%
10-year13.96%