Nasdaq - Delayed Quote USD

DFA Intl Sustainability Core 1 (DFSPX)

12.49 +0.08 (+0.64%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.19%
5y Average Return 6.32%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 34.95%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 34.95%
Worst 3Y Total Return -1.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DFSPX
Category
YTD
5.30%
9.07%
1-Month
3.27%
-1.09%
3-Month
5.30%
5.12%
1-Year
15.00%
33.76%
3-Year
3.39%
8.50%
5-Year
7.61%
10.08%
10-Year
4.99%
5.80%
Last Bull Market
37.01%
14.90%
Last Bear Market
-14.31%
-23.70%

Annual Total Return (%) History

Year
DFSPX
Category
2024
--
--
2023
18.35%
--
2022
-17.68%
--
2021
12.11%
--
2020
11.63%
9.30%
2019
24.21%
21.59%
2018
-15.53%
-14.59%
2017
27.26%
25.12%

2016
2.82%
0.79%
2015
-0.27%
-1.59%
2014
-6.00%
-4.98%
2013
22.64%
19.44%
2012
18.10%
18.29%
2011
-14.04%
-13.97%
2010
11.54%
10.24%
2009
34.95%
31.24%
2008
--
-43.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.30% -- -- --
2023 8.36% 2.62% -5.27% 12.35%
2022 -8.34% -14.31% -10.70% 17.37%
2021 4.07% 5.99% -0.90% 2.57%
2020 -25.02% 19.05% 7.54% 16.30%
2019 10.50% 3.64% -0.83% 9.37%
2018 -0.54% -2.02% 0.85% -14.05%
2017 7.97% 7.24% 5.83% 3.85%
2016 -1.06% -1.94% 7.17% -1.10%
2015 4.50% 1.96% -9.90% 3.89%

2014 1.56% 3.83% -6.68% -4.48%
2013 4.31% -0.88% 12.22% 5.70%
2012 12.05% -7.94% 6.38% 7.62%
2011 4.16% 0.73% -20.91% 3.59%
2010 2.64% -13.89% 16.70% 8.14%
2009 -14.03% 28.71% 20.72% 1.03%
2008 -3.46% -19.55% -21.27% --

Rank in Category (By Total Return)

YTD 47
1-Month 47
3-Month 47
1-Year 32
3-Year 47
5-Year 24

Load Adjusted Returns

1-Year 15.00%
3-Year 3.39%
5-Year 7.61%
10-Year 4.99%

Performance & Risk

YTD Return 2.19%
5y Average Return 6.32%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Dimensional Fund Advisors
Net Assets 3.46B
YTD Return 5.30%
Yield 2.47%
Morningstar Rating
Inception Date Mar 12, 2008

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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