DFEOX - DFA U.S. Core Equity 1 Portfolio Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return9.98%
5-Year Average Return10.11%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)36.60%
Worst 1 Yr Total Return (Feb 3, 2019)-36.53%
Best 3-Yr Total Return36.60%
Worst 3-Yr Total Return-8.95%

Trailing Returns (%) Vs. Benchmarks

ReturnDFEOXCategory
YTD-24.35%-8.73%
1-Month-15.74%-8.18%
3-Month-24.35%-6.29%
1-Year-13.46%5.39%
3-Year1.44%7.89%
5-Year3.99%7.22%
10-Year9.34%11.06%
Last Bull Market26.31%23.81%
Last Bear Market-20.18%-17.51%

Annual Total Return (%) History

Year
DFEOXCategory
2020
N/AN/A
2019
30.18%28.78%
2018
-7.79%-6.27%
2017
20.89%20.44%
2016
14.80%10.37%
2015
-1.35%-1.07%
2014
10.52%10.96%
2013
36.60%31.50%
2012
16.91%14.96%
2011
-0.64%-1.27%
2010
20.11%14.01%
2009
29.84%28.17%
2008
-36.53%-37.79%
2007
2.79%6.16%
2006
15.69%14.17%
2005
N/A5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-24.35%N/AN/AN/A
201913.79%3.90%0.84%9.19%
2018-0.59%3.57%6.54%-15.94%
20175.16%2.59%4.83%6.91%
20161.52%1.95%4.93%5.71%
20152.23%0.11%-8.12%4.91%
20142.02%4.66%-1.19%4.75%
201311.77%3.38%7.05%10.44%
201212.86%-4.09%6.58%1.34%
20117.21%-0.60%-17.52%13.04%
20107.22%-11.14%11.70%12.86%
2009-11.30%17.92%17.76%5.41%
2008-9.17%-1.51%-7.27%-23.48%
20071.78%5.99%-0.44%-4.29%
20066.54%-2.29%3.43%7.44%
20051.83%N/AN/AN/A

Rank In Category (By Total Return)

YTD83
1-Month84
3-Month83
1-Year80
3-Year73
5-Year65

Load Adjusted Returns

1-Year-13.46%
3-Year1.44%
5-Year3.99%
10-Year9.34%