Nasdaq - Delayed Quote USD

DFA International Real Estate Securities (DFITX)

3.4900 0.0000 (0.00%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -6.43%
5y Average Return -2.40%
Number of Years Up 10
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 37.01%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 37.01%
Worst 3Y Total Return -7.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DFITX
Category
YTD
-1.88%
14.32%
1-Month
5.17%
0.73%
3-Month
-1.88%
8.73%
1-Year
4.54%
32.33%
3-Year
-3.49%
7.75%
5-Year
-1.59%
6.57%
10-Year
1.66%
6.49%
Last Bull Market
37.40%
23.44%
Last Bear Market
-16.85%
-20.52%

Annual Total Return (%) History

Year
DFITX
Category
2024
--
--
2023
5.96%
--
2022
-21.73%
--
2021
12.87%
--
2020
-9.02%
-5.43%
2019
23.52%
23.45%
2018
-6.90%
-7.11%
2017
15.38%
15.12%

2016
3.08%
1.97%
2015
-3.62%
-0.92%
2014
11.10%
11.67%
2013
2.27%
2.92%
2012
33.41%
31.78%
2011
-7.75%
-10.10%
2010
18.09%
17.22%
2009
37.01%
37.01%
2008
-51.92%
-46.63%
2007
--
-7.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.88% -- -- --
2023 -0.54% -2.71% -5.01% 15.28%
2022 -3.59% -16.85% -13.42% 12.77%
2021 2.20% 7.11% -2.01% 5.23%
2020 -32.87% 12.24% 4.52% 15.52%
2019 11.82% 2.15% 3.07% 4.92%
2018 -0.77% -0.39% -1.17% -4.70%
2017 4.26% 2.04% 2.20% 6.13%
2016 8.67% 1.86% 2.00% -8.70%
2015 2.67% -2.79% -4.02% 0.60%

2014 3.78% 9.60% -5.08% 2.90%
2013 6.38% -7.82% 4.93% -0.61%
2012 11.87% 2.45% 8.57% 7.22%
2011 4.78% 4.94% -17.75% 2.00%
2010 0.00% -9.54% 22.71% 6.39%
2009 -17.05% 27.61% 28.61% 0.65%
2008 -4.32% -13.44% -13.32% -33.03%
2007 -4.00% 0.69% -11.21% --

Rank in Category (By Total Return)

YTD 85
1-Month 8
3-Month 85
1-Year 91
3-Year 82
5-Year 83

Load Adjusted Returns

1-Year 4.54%
3-Year -3.49%
5-Year -1.59%
10-Year 1.66%

Performance & Risk

YTD Return -6.43%
5y Average Return -2.40%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family Dimensional Fund Advisors
Net Assets 3.48B
YTD Return -1.88%
Yield 5.14%
Morningstar Rating
Inception Date Mar 01, 2007

Fund Summary

The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse set of securities of non-U.S. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on non-U.S. real estate investment trusts ("REITs") and companies the Advisor considers to be REIT-like entities. As a non-fundamental policy, under normal circumstances, at least 80% of the Portfolio's net assets will be invested in securities of companies in the real estate industry.

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