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DFA US Sustainability Targeted Val Instl (DAABX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.74-0.29 (-1.61%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.65%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jun 13, 2024)31.38%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return31.38%
Worst 3-Yr Total Return12.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDAABXCategory
YTD2.01%26.79%
1-Month5.15%-1.77%
3-Month3.08%4.45%
1-Year25.75%71.02%
3-Year4.30%9.35%
5-Year0.00%12.17%
10-Year0.00%9.95%
Last Bull Market27.63%28.07%
Last Bear Market-12.62%-24.24%

Annual Total Return (%) History

Year
DAABXCategory
2024
N/AN/A
2023
18.76%N/A
2022
-8.35%N/A
2021
31.38%N/A
2020
N/A4.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.82%N/AN/AN/A
20231.39%4.28%-2.97%15.76%
2022-2.63%-12.62%-4.42%12.71%
202120.84%3.30%-1.70%7.07%
202033.32%N/AN/AN/A

Rank In Category (By Total Return)

YTD60
1-Month29
3-Month50
1-Year40
3-Year35
5-YearN/A

Load Adjusted Returns

1-Year25.75%
3-Year4.30%
5-YearN/A
10-YearN/A