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DFA Commodity Strategy Portfolio Institutional Class Shares (DCMSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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5.87-0.03 (-0.51%)
At close: 6:25PM EST

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return5.57%
5-Year Average Return-7.16%
Number of Years Up4
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)13.77%
Worst 1 Yr Total Return (Feb 3, 2019)-23.85%
Best 3-Yr Total Return13.77%
Worst 3-Yr Total Return-16.08%

Trailing Returns (%) Vs. Benchmarks

ReturnDCMSXCategory
YTD-1.78%-3.09%
1-Month4.97%5.46%
3-Month9.62%11.44%
1-Year-1.78%-3.09%
3-Year-1.99%-2.58%
5-Year1.93%1.45%
10-Year-5.31%-6.32%
Last Bull Market1.22%4.80%
Last Bear Market-19.70%-18.68%

Annual Total Return (%) History

Year
DCMSXCategory
2020
-1.78%-3.09%
2019
7.96%7.87%
2018
-11.21%-11.52%
2017
2.73%3.66%
2016
13.77%12.16%
2015
-23.85%-23.99%
2014
-14.62%-17.98%
2013
-9.09%-8.73%
2012
1.33%-0.62%
2011
-12.10%-8.20%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-22.51%5.59%9.49%9.62%
20196.93%-1.87%-1.84%4.82%
20180.00%0.17%-2.25%-9.33%
2017-1.47%-2.66%2.63%4.37%
20161.85%12.88%-3.31%2.34%
2015-5.28%4.22%-14.31%-9.98%
20148.58%0.78%-11.47%-11.87%
2013-0.98%-10.03%2.72%-0.66%
20121.75%-5.03%10.70%-5.28%
20115.21%-6.10%-11.13%0.13%

Rank In Category (By Total Return)

YTD54
1-Month70
3-Month75
1-Year54
3-Year44
5-Year45

Load Adjusted Returns

1-Year-1.78%
3-Year-1.99%
5-Year1.93%
10-Year-5.31%