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

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★★★
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%

Risk Statistics

3 Years
DFLVXCategory Average
5 Years
DFLVXCategory Average
10 Years
DFLVXCategory Average
Alpha
-3.6-0.03
-3.66-0.03
-2.34-0.02
Beta
1.070.01
1.070.01
1.170.01
Mean Annual Return
0.990.01
0.730.01
1.270.01
R-squared
88.760.84
89.850.86
92.450.9
Standard Deviation
12.30.11
12.70.12
15.160.13
Sharpe Ratio
0.850.01
0.620.01
0.980.01
Treynor Ratio
9.650.1
6.950.07
12.490.13