DFAPX - DFA Investment Grade Portfolio Institutional Class Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return0.95%
5-Year Average Return2.41%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)6.23%
Worst 1 Yr Total Return (Feb 3, 2019)-2.87%
Best 3-Yr Total Return6.23%
Worst 3-Yr Total Return1.58%

Trailing Returns (%) Vs. Benchmarks

ReturnDFAPXCategory
YTD7.81%6.01%
1-Month0.36%0.22%
3-Month3.64%3.00%
1-Year9.61%7.45%
3-Year2.36%1.97%
5-Year3.36%2.66%
10-Year0.00%3.67%
Last Bull Market2.96%3.24%
Last Bear Market5.35%3.39%

Annual Total Return (%) History

Year
DFAPXCategory
2019
N/AN/A
2018
-0.24%-0.50%
2017
3.37%3.71%
2016
2.57%3.23%
2015
1.61%-0.26%
2014
6.23%5.18%
2013
-2.87%-1.42%
2012
5.31%7.01%
2011
N/A5.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20193.73%3.56%N/AN/A
2018-1.71%-0.28%0.18%1.59%
20171.09%1.49%0.77%-0.01%
20163.36%2.32%0.32%-3.32%
20152.42%-1.71%1.53%-0.59%
20142.44%2.06%0.11%1.49%
20130.10%-3.27%0.64%-0.34%
20120.63%2.21%2.07%0.31%
20112.32%4.39%0.99%N/A

Rank In Category (By Total Return)

YTD2
1-Month15
3-Month4
1-Year3
3-Year24
5-Year7

Load Adjusted Returns

1-Year9.61%
3-Year2.36%
5-Year3.36%
10-YearN/A