Nasdaq - Delayed Quote USD

DFA Intl Sustainability Core 1 (DFSPX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.95%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 5

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

Risk Statistics

3 Years5 Years10 Years
DFSPXCategory AverageDFSPXCategory AverageDFSPXCategory Average
Alpha 1.68 -0.01 1.48 -0.01 0.72 0.01
BETA 1.08 0.01 1.07 0.01 1.03 0.01
Mean Annual Return 0.41 0.01 0.77 0.01 0.51 0.01
R-squared 95.55 0.95 95.81 0.94 95.08 0.93
Standard Deviation 18.13 0.18 19.28 0.15 15.89 0.15
Sharpe Ratio 0.11 0 0.37 0.01 0.29 0
Treynor Ratio 0.39 0.07 5.08 0.09 3.4 0.05

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