DFISX - DFA International Small Company Portfolio Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.16%
5-Year Average Return4.30%
Number of Years Up15
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)41.96%
Worst 1 Yr Total Return (Feb 3, 2019)-43.87%
Best 3-Yr Total Return41.96%
Worst 3-Yr Total Return-9.52%

Trailing Returns (%) Vs. Benchmarks

ReturnDFISXCategory
YTD6.78%7.65%
1-Month-6.13%-5.55%
3-Month-3.46%-2.91%
1-Year-13.63%-12.97%
3-Year4.70%4.63%
5-Year2.31%1.84%
10-Year8.62%8.36%
Last Bull Market14.46%16.38%
Last Bear Market-23.34%-23.16%

Annual Total Return (%) History

Year
DFISXCategory
2019
N/AN/A
2018
-19.42%-19.13%
2017
30.24%31.58%
2016
5.80%1.79%
2015
5.91%3.79%
2014
-6.30%-5.05%
2013
27.44%25.35%
2012
18.86%18.99%
2011
-15.35%-14.41%
2010
23.91%21.01%
2009
41.96%42.79%
2008
-43.87%-45.45%
2007
5.66%5.64%
2006
24.88%27.35%
2005
21.96%23.57%
2004
30.92%28.74%
2003
58.78%54.37%
2002
1.91%-6.31%
2001
-10.52%-11.46%
2000
-5.41%-5.91%
1999
21.86%49.03%
1998
8.19%8.32%
1997
-23.72%-9.02%
1996
N/A19.04%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20199.92%N/AN/AN/A
2018-0.38%-1.96%-1.15%-16.54%
20178.40%7.37%6.98%4.61%
20160.38%-1.13%8.83%-2.05%
20153.89%5.24%-7.98%5.28%
20144.22%2.56%-8.47%-4.23%
20136.23%-2.25%15.00%6.72%
201214.46%-9.29%7.48%6.50%
20114.14%-0.22%-19.51%1.21%
20105.34%-10.69%17.54%12.06%
2009-10.76%31.49%20.40%0.47%
2008-5.14%-2.93%-22.43%-21.42%
20078.15%5.25%-1.70%-5.56%
200611.13%-2.46%2.29%12.62%
20055.02%-1.63%10.76%6.59%
200413.11%0.37%-0.48%15.88%
2003-0.14%23.53%14.95%11.97%
20027.24%6.75%-12.77%2.05%
2001-5.15%6.19%-12.96%2.07%
20003.93%-0.11%-4.95%-4.15%
19990.65%16.71%3.11%0.61%
199820.06%-4.61%-15.94%12.39%
1997-3.01%6.86%-10.63%-17.65%
1996-3.63%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month79
3-Month58
1-Year56
3-Year44
5-Year39

Load Adjusted Returns

1-Year-13.63%
3-Year4.70%
5-Year2.31%
10-Year8.62%