DSHGX - DFA Selectively Hedged Global Equity Portfolio Institutional Class Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return9.03%
5-Year Average Return7.35%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)24.69%
Worst 1 Yr Total Return (Feb 3, 2019)-11.69%
Best 3-Yr Total Return24.69%
Worst 3-Yr Total Return4.39%

Trailing Returns (%) Vs. Benchmarks

ReturnDSHGXCategory
YTD14.86%16.14%
1-Month3.13%1.77%
3-Month0.06%-0.30%
1-Year-1.00%1.14%
3-Year9.08%9.10%
5-Year6.54%6.49%
10-Year0.00%8.38%
Last Bull Market10.27%18.83%
Last Bear Market0.00%-19.90%

Annual Total Return (%) History

Year
DSHGXCategory
2019
N/AN/A
2018
-11.69%-9.64%
2017
22.65%23.61%
2016
12.84%5.54%
2015
-2.99%-1.69%
2014
3.91%2.79%
2013
24.69%25.19%
2012
19.22%15.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201911.81%2.67%0.06%N/A
2018-1.08%0.30%3.27%-13.82%
20176.38%3.17%4.83%6.60%
20160.47%1.17%6.41%4.32%
20153.84%0.64%-10.68%3.92%
20141.61%4.40%-2.83%0.81%
20137.33%-0.49%8.43%7.68%
201213.35%-6.27%6.51%5.36%

Rank In Category (By Total Return)

YTD65
1-Month19
3-Month46
1-Year68
3-Year47
5-Year48

Load Adjusted Returns

1-Year-1.00%
3-Year9.08%
5-Year6.54%
10-YearN/A