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DFA US Core Equity 1 I (DFEOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.26+0.46 (+1.22%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.15%
5-Year Average Return12.60%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Apr 21, 2024)36.60%
Worst 1 Yr Total Return (Apr 21, 2024)N/A
Best 3-Yr Total Return36.60%
Worst 3-Yr Total Return7.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFEOXCategory
YTD10.49%14.84%
1-Month3.89%1.65%
3-Month10.49%7.55%
1-Year28.49%40.47%
3-Year10.50%16.77%
5-Year14.42%16.15%
10-Year11.80%13.21%
Last Bull Market43.23%24.09%
Last Bear Market-15.06%-17.61%

Annual Total Return (%) History

Year
DFEOXCategory
2024
N/AN/A
2023
22.96%N/A
2022
-15.01%N/A
2021
27.54%N/A
2020
16.42%15.83%
2019
30.18%28.78%
2018
-7.79%-6.27%
2017
20.89%20.44%
2016
14.80%10.37%
2015
-1.35%-1.07%
2014
10.52%10.96%
2013
36.60%31.50%
2012
16.91%14.96%
2011
-0.64%-1.27%
2010
20.11%14.01%
2009
29.84%28.17%
2008
-36.53%-37.79%
2007
2.79%6.16%
2006
15.69%14.17%
2005
N/A5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.49%N/AN/AN/A
20235.73%7.27%-2.73%11.46%
2022-4.28%-15.06%-4.34%9.26%
20219.13%6.98%-0.35%9.64%
2020-24.35%22.16%8.16%16.48%
201913.79%3.90%0.84%9.19%
2018-0.59%3.57%6.54%-15.94%
20175.16%2.59%4.83%6.91%
20161.52%1.95%4.93%5.71%
20152.23%0.11%-8.12%4.91%
20142.02%4.66%-1.19%4.75%
201311.77%3.38%7.05%10.44%
201212.86%-4.09%6.58%1.34%
20117.21%-0.60%-17.52%13.04%
20107.22%-11.14%11.70%12.86%
2009-11.30%17.92%17.76%5.41%
2008-9.17%-1.51%-7.27%-23.48%
20071.78%5.99%-0.44%-4.29%
20066.54%-2.29%3.43%7.44%
20051.83%N/AN/AN/A

Rank In Category (By Total Return)

YTD42
1-Month22
3-Month42
1-Year53
3-Year44
5-Year42

Load Adjusted Returns

1-Year28.49%
3-Year10.50%
5-Year14.42%
10-Year11.80%