DFGEX - DFA Global Real Estate Securities Portfolio

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.50%
5-Year Average Return8.46%
Number of Years Up9
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)32.67%
Worst 1 Yr Total Return (Feb 3, 2019)-4.15%
Best 3-Yr Total Return32.67%
Worst 3-Yr Total Return3.71%

Trailing Returns (%) Vs. Benchmarks

ReturnDFGEXCategory
YTD15.20%14.62%
1-Month3.88%3.67%
3-Month15.20%14.62%
1-Year15.81%9.62%
3-Year6.26%6.27%
5-Year8.10%6.08%
10-Year16.18%13.14%
Last Bull Market24.88%22.89%
Last Bear Market-17.23%-20.65%

Annual Total Return (%) History

Year
DFGEXCategory
2019
N/AN/A
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
201915.20%N/AN/AN/A
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)

YTD31
1-Month46
3-Month31
1-Year4
3-Year49
5-Year6

Load Adjusted Returns

1-Year15.81%
3-Year6.26%
5-Year8.10%
10-Year16.18%