U.S. markets open in 1 hour 56 minutes

DFA Global Real Estate Securities Portfolio (DFGEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
11.02+0.07 (+0.64%)
At close: 8:01PM EST

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return10.50%
5-Year Average Return8.46%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)32.67%
Worst 1 Yr Total Return (Feb 3, 2019)-6.72%
Best 3-Yr Total Return32.67%
Worst 3-Yr Total Return3.71%

Trailing Returns (%) Vs. Benchmarks

ReturnDFGEXCategory
YTD-0.37%-5.43%
1-Month-0.37%3.50%
3-Month14.49%12.09%
1-Year-7.77%-5.43%
3-Year4.38%2.97%
5-Year6.14%5.14%
10-Year7.30%5.67%
Last Bull Market24.88%23.40%
Last Bear Market-17.23%-20.52%

Annual Total Return (%) History

Year
DFGEXCategory
2020
-6.72%-5.43%
2019
26.40%23.45%
2018
-4.15%-7.11%
2017
9.20%15.12%
2016
6.56%1.97%
2015
0.69%-0.92%
2014
22.74%11.67%
2013
1.77%2.92%
2012
23.17%31.78%
2011
1.81%-10.10%
2010
23.79%17.22%
2009
32.67%37.01%
2008
N/A-46.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-26.63%12.60%1.95%10.76%
201915.20%1.82%6.05%1.61%
2018-4.66%5.36%0.36%-4.93%
20171.92%1.79%1.48%3.72%
20167.11%5.09%-0.09%-5.25%
20154.02%-7.54%0.00%4.70%
20147.58%7.99%-3.99%10.04%
20137.10%-4.04%-0.11%-0.87%
201211.01%3.23%3.02%4.34%
20115.81%4.18%-15.81%9.71%
20105.40%-6.37%17.31%6.93%
2009-25.68%29.20%31.45%5.11%
2008-3.22%-35.34%N/AN/A

Rank In Category (By Total Return)

YTD12
1-Month12
3-Month46
1-Year54
3-Year21
5-Year39

Load Adjusted Returns

1-Year-7.77%
3-Year4.38%
5-Year6.14%
10-Year7.30%