DFSHX - DFA Selectively Hedged Global Fixed Income Portfolio Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return0.64%
5-Year Average Return0.67%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)10.21%
Worst 1 Yr Total Return (Feb 3, 2019)-3.17%
Best 3-Yr Total Return10.21%
Worst 3-Yr Total Return-1.95%

Trailing Returns (%) Vs. Benchmarks

ReturnDFSHXCategory
YTD3.42%5.43%
1-Month0.62%2.33%
3-Month1.47%2.96%
1-Year4.87%5.02%
3-Year2.20%2.20%
5-Year0.68%0.58%
10-Year1.92%3.11%
Last Bull Market3.15%4.24%
Last Bear Market-3.99%-1.98%

Annual Total Return (%) History

Year
DFSHXCategory
2019
N/AN/A
2018
1.83%-1.48%
2017
2.61%6.87%
2016
3.27%3.63%
2015
-3.17%-4.00%
2014
-1.57%1.72%
2013
-1.11%-2.62%
2012
4.22%8.09%
2011
0.85%3.39%
2010
4.76%6.35%
2009
10.21%13.12%
2008
N/A-1.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20191.92%1.47%N/AN/A
20180.00%0.42%0.63%0.77%
20171.49%1.15%0.41%-0.45%
20163.13%1.36%0.72%-1.91%
2015-1.24%-0.31%-2.20%0.57%
20141.60%1.18%-2.53%-1.77%
20130.10%-3.51%2.63%-0.23%
20122.09%-0.68%2.15%0.62%
20111.55%2.19%-3.63%0.85%
20100.50%-1.09%3.72%1.61%
2009-0.11%5.62%3.75%0.68%
20080.89%-6.64%-4.92%N/A

Rank In Category (By Total Return)

YTD89
1-Month96
3-Month89
1-Year59
3-Year45
5-Year56

Load Adjusted Returns

1-Year4.87%
3-Year2.20%
5-Year0.68%
10-Year1.92%