DFLVX - DFA U.S. Large Cap Value Portfolio Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.49%
5-Year Average Return9.02%
Number of Years Up18
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)40.32%
Worst 1 Yr Total Return (Feb 3, 2019)-40.80%
Best 3-Yr Total Return40.32%
Worst 3-Yr Total Return-11.56%

Trailing Returns (%) Vs. Benchmarks

ReturnDFLVXCategory
YTD14.22%14.59%
1-Month8.03%6.79%
3-Month3.09%3.02%
1-Year2.96%5.79%
3-Year11.10%10.12%
5-Year7.15%6.84%
10-Year14.36%12.20%
Last Bull Market25.92%23.17%
Last Bear Market-23.99%-17.98%

Annual Total Return (%) History

Year
DFLVXCategory
2019
N/AN/A
2018
-11.65%-8.53%
2017
18.97%15.94%
2016
18.89%14.81%
2015
-3.49%-4.05%
2014
10.07%10.21%
2013
40.32%31.21%
2012
22.05%14.57%
2011
-3.14%-0.75%
2010
20.17%13.66%
2009
30.19%24.13%
2008
-40.80%-37.09%
2007
-2.76%1.42%
2006
20.18%18.15%
2005
10.24%5.95%
2004
18.25%12.97%
2003
34.42%28.44%
2002
-14.92%-18.69%
2001
3.84%-4.99%
2000
10.22%7.87%
1999
4.79%6.72%
1998
11.98%12.00%
1997
28.12%26.61%
1996
20.24%20.08%
1995
38.36%32.39%
1994
-4.55%-0.70%
1993
N/A13.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201910.79%3.09%N/AN/A
2018-2.35%0.37%5.71%-14.72%
20173.53%2.21%4.61%7.47%
20160.13%3.97%5.14%8.63%
2015-0.21%1.47%-9.36%5.15%
20141.60%5.64%-0.15%2.70%
201313.50%3.96%5.87%12.33%
201213.06%-4.16%8.79%3.54%
20119.29%-0.79%-21.47%13.75%
20109.82%-12.80%11.15%12.91%
2009-16.79%23.58%21.95%3.81%
2008-7.68%-3.12%-8.24%-27.86%
20072.01%6.76%-5.62%-5.39%
20066.20%1.79%2.90%8.05%
20050.19%2.75%5.69%1.33%
20043.89%1.83%-0.28%12.09%
2003-5.62%17.76%3.82%16.50%
20026.59%-6.37%-19.72%6.20%
20011.61%7.71%-15.21%11.90%
2000-3.43%-4.39%8.70%9.82%
19992.50%12.36%-12.59%4.09%
199816.29%-0.57%-17.08%16.78%
19970.76%14.68%14.09%-2.81%
19967.95%0.32%1.30%9.61%
19959.80%11.36%11.15%1.81%
1994-5.83%-1.21%4.21%-1.54%
19932.83%2.09%2.64%N/A

Rank In Category (By Total Return)

YTD63
1-Month13
3-Month56
1-Year75
3-Year30
5-Year45

Load Adjusted Returns

1-Year2.96%
3-Year11.10%
5-Year7.15%
10-Year14.36%