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DFA U.S. Large Cap Equity Portfolio (DUSQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.53+0.11 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.67%
5-year average return14.54%
Number of years up7
Number of years down3
Best 1-yr total return (4 Jul 2024)31.52%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return31.52%
Worst 3-yr total return7.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDUSQXCategory
YTD15.03%5.31%
1-month2.72%-4.19%
3-month3.14%3.90%
1-year24.45%20.31%
3-year9.26%6.48%
5-year14.58%11.78%
10-year12.12%10.96%
Last bull market27.12%25.56%
Last bear market-15.79%-15.11%

Annual total return (%) history

Year
DUSQXCategory
2024
N/AN/A
2023
24.15%22.32%
2022
-16.82%-16.96%
2021
26.40%26.07%
2020
18.87%15.83%
2019
31.52%28.78%
2018
-6.23%-6.27%
2017
22.08%20.44%
2016
12.73%10.37%
2015
-0.72%-1.07%
2014
12.06%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.52%3.14%N/AN/A
20236.37%7.88%-2.68%11.16%
2022-4.64%-15.79%-4.54%8.51%
20216.84%7.75%-0.07%9.88%
2020-21.51%21.60%9.45%13.78%
201913.99%4.29%1.21%9.32%
2018-0.59%2.96%7.29%-14.61%
20175.89%2.76%4.58%7.29%
20161.37%1.74%4.54%4.55%
20151.64%0.06%-7.65%5.71%
20141.94%5.32%0.25%4.12%
20136.09%10.60%N/AN/A

Rank in category (by total return)

YTD34
1-month56
3-month50
1-year34
3-year34
5-year32

Load adjusted returns

1-year24.45%
3-year9.26%
5-year14.58%
10-year12.12%