Nasdaq - Delayed Quote USD

DFA International Small Cap Growth (DISMX)

14.63 0.00 (0.00%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.28%
5y Average Return 3.33%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 34.64%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 34.64%
Worst 3Y Total Return -1.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DISMX
Category
YTD
2.26%
7.70%
1-Month
1.85%
0.28%
3-Month
2.26%
7.17%
1-Year
7.51%
42.00%
3-Year
-1.91%
13.14%
5-Year
5.08%
14.91%
10-Year
5.03%
9.64%
Last Bull Market
38.52%
19.05%
Last Bear Market
-17.47%
-21.47%

Annual Total Return (%) History

Year
DISMX
Category
2024
--
--
2023
11.53%
--
2022
-25.15%
--
2021
14.11%
--
2020
16.41%
28.40%
2019
25.77%
27.78%
2018
-17.96%
-18.34%
2017
34.64%
36.19%

2016
1.33%
-2.98%
2015
10.47%
7.05%
2014
-4.87%
-5.40%
2013
27.60%
26.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.26% -- -- --
2023 6.08% 0.15% -6.06% 11.76%
2022 -12.48% -17.47% -10.74% 16.09%
2021 3.23% 7.29% 0.73% 2.29%
2020 -28.42% 25.47% 12.66% 15.05%
2019 11.35% 3.57% -2.98% 12.41%
2018 1.02% -1.09% -1.44% -16.69%
2017 9.67% 9.06% 7.20% 5.02%
2016 0.31% -1.40% 8.11% -5.23%
2015 5.12% 5.45% -6.83% 6.97%

2014 2.74% 2.61% -7.80% -2.12%
2013 7.59% -1.79% 13.46% 6.44%

Rank in Category (By Total Return)

YTD 54
1-Month 63
3-Month 54
1-Year 51
3-Year 28
5-Year 43

Load Adjusted Returns

1-Year 7.51%
3-Year -1.91%
5-Year 5.08%
10-Year 5.03%

Performance & Risk

YTD Return -2.28%
5y Average Return 3.33%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Growth
Fund Family Dimensional Fund Advisors
Net Assets 277.55M
YTD Return 2.26%
Yield 2.12%
Morningstar Rating
Inception Date Dec 20, 2012

Fund Summary

The Portfolio, using a market capitalization weighted approach, purchases securities of small, non-U.S. companies in countries with developed markets that the Advisor determines to have high profitability and relative prices compared to other non-U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small companies in the particular markets in which it invests.

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