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DFA US Large Cap Growth Instl (DUSLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.86+0.12 (+0.35%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.33%
5-year average return15.74%
Number of years up9
Number of years down2
Best 1-yr total return (16 May 2024)33.93%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return33.93%
Worst 3-yr total return7.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDUSLXCategory
YTD6.07%12.38%
1-month-4.94%5.09%
3-month3.27%10.28%
1-year23.31%41.70%
3-year9.29%22.56%
5-year13.97%21.98%
10-year13.27%15.99%
Last bull market27.35%25.99%
Last bear market-14.75%-17.29%

Annual total return (%) history

Year
DUSLXCategory
2024
N/AN/A
2023
24.94%N/A
2022
-15.56%N/A
2021
26.82%N/A
2020
21.80%35.86%
2019
32.17%31.90%
2018
-1.99%-2.09%
2017
25.53%27.67%
2016
9.60%3.23%
2015
1.64%3.60%
2014
12.41%10.00%
2013
33.93%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.59%N/AN/AN/A
20236.26%8.10%-3.14%12.30%
2022-7.22%-14.75%-4.49%11.78%
20213.97%7.53%-0.46%13.96%
2020-16.69%21.45%9.99%9.45%
201914.53%4.19%2.33%8.23%
20181.00%3.15%9.25%-13.90%
20177.11%2.92%4.72%8.74%
20162.96%0.69%3.44%2.20%
20152.32%-1.02%-5.80%6.54%
20140.78%4.72%0.93%5.54%
201310.01%2.64%7.41%10.43%

Rank in category (by total return)

YTD60
1-month63
3-month64
1-year80
3-year5
5-year36

Load adjusted returns

1-year23.31%
3-year9.29%
5-year13.97%
10-year13.27%