DCMSX - DFA Commodity Strategy Portfolio Institutional Class Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return5.57%
5-Year Average Return-7.16%
Number of Years Up3
Number of Years Down5
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
YTD2.32%2.22%
1-Month-3.96%-4.50%
3-Month-4.29%-4.62%
1-Year-12.67%-13.56%
3-Year-1.10%-1.12%
5-Year-8.66%-9.21%
10-Year0.00%-4.82%
Last Bull Market1.22%4.33%
Last Bear Market-19.70%-18.85%

Annual Total Return (%) History

Year
DCMSXCategory
2019
N/AN/A
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
20196.93%N/AN/AN/A
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)

YTD42
1-Month47
3-Month43
1-Year34
3-Year44
5-Year41

Load Adjusted Returns

1-Year-12.67%
3-Year-1.10%
5-Year-8.66%
10-YearN/A