Nasdaq - Delayed Quote USD

DFA International Social Cor Eq Instl (DSCLX)

14.44 +0.14 (+0.98%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.92%
5y Average Return 5.41%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 27.65%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 27.65%
Worst 3Y Total Return -0.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DSCLX
Category
YTD
4.32%
9.07%
1-Month
3.45%
-1.09%
3-Month
4.32%
5.12%
1-Year
14.25%
33.76%
3-Year
3.10%
8.50%
5-Year
6.73%
10.08%
10-Year
4.43%
5.80%
Last Bull Market
40.47%
14.90%
Last Bear Market
-14.45%
-23.70%

Annual Total Return (%) History

Year
DSCLX
Category
2024
--
--
2023
18.45%
--
2022
-16.60%
--
2021
13.42%
--
2020
7.52%
9.30%
2019
21.11%
21.59%
2018
-17.38%
-14.59%
2017
27.65%
25.12%

2016
6.31%
0.79%
2015
-0.75%
-1.59%
2014
-7.03%
-4.98%
2013
22.35%
19.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.32% -- -- --
2023 8.16% 2.22% -4.02% 11.62%
2022 -7.08% -14.45% -10.94% 17.80%
2021 6.66% 5.02% -1.05% 2.33%
2020 -28.77% 19.23% 6.81% 18.54%
2019 9.92% 2.37% -1.73% 9.52%
2018 -0.93% -1.78% 0.10% -15.18%
2017 7.38% 6.22% 7.12% 4.48%
2016 -0.53% -1.01% 7.80% 0.15%
2015 3.62% 2.97% -10.29% 3.69%

2014 2.09% 3.80% -7.71% -4.94%
2013 3.84% -1.68% 12.98% 6.06%

Rank in Category (By Total Return)

YTD 74
1-Month 33
3-Month 74
1-Year 46
3-Year 53
5-Year 50

Load Adjusted Returns

1-Year 14.25%
3-Year 3.10%
5-Year 6.73%
10-Year 4.43%

Performance & Risk

YTD Return 1.92%
5y Average Return 5.41%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Dimensional Fund Advisors
Net Assets 1.48B
YTD Return 4.32%
Yield 2.99%
Morningstar Rating
Inception Date Nov 01, 2012

Fund Summary

The Advisor intends to purchase securities of companies associated with developed market countries that the Advisor has designated as approved markets. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its net assets in equity securities. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country.

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