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
-3.71-0.03
-3.9-0.03
-2.3-0.02
Beta
1.090.01
1.080.01
1.170.01
Mean Annual Return
0.960.01
0.650.01
1.220.01
R-squared
91.10.88
91.140.88
92.850.9
Standard Deviation
13.930.13
13.610.12
15.430.13
Sharpe Ratio
0.720.01
0.510.01
0.920.01
Treynor Ratio
8.820.09
5.760.06
11.860.12