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DFA International Small Company I (DFISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.83+0.14 (+0.71%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.80%
5-Year Average Return5.90%
Number of Years Up19
Number of Years Down8
Best 1 Yr Total Return (May 2, 2024)41.96%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return41.96%
Worst 3-Yr Total Return1.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFISXCategory
YTD0.67%12.18%
1-Month-2.46%-0.68%
3-Month2.69%6.41%
1-Year6.51%43.30%
3-Year-0.40%7.71%
5-Year5.41%11.00%
10-Year4.58%7.08%
Last Bull Market19.31%15.99%
Last Bear Market-15.01%-22.93%

Annual Total Return (%) History

Year
DFISXCategory
2024
N/AN/A
2023
14.43%N/A
2022
-17.12%N/A
2021
14.24%N/A
2020
9.26%10.92%
2019
24.20%22.52%
2018
-19.42%-19.13%
2017
30.24%31.58%
2016
5.80%1.79%
2015
5.91%3.79%
2014
-6.30%-5.05%
2013
27.44%25.35%
2012
18.86%18.99%
2011
-15.35%-14.41%
2010
23.91%21.01%
2009
41.96%42.79%
2008
-43.87%-45.45%
2007
5.66%5.64%
2006
24.88%27.35%
2005
21.96%23.57%
2004
30.92%28.74%
2003
58.78%54.37%
2002
1.91%-6.31%
2001
-10.52%-11.46%
2000
-5.41%-5.91%
1999
21.86%49.03%
1998
8.19%8.32%
1997
-23.72%-9.02%
1996
N/A19.04%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.21%N/AN/AN/A
20236.38%0.48%-3.33%10.75%
2022-7.39%-15.01%-10.46%17.61%
20215.92%5.80%0.28%1.66%
2020-30.21%21.00%9.68%17.97%
20199.92%2.18%-1.48%12.25%
2018-0.38%-1.96%-1.15%-16.54%
20178.40%7.37%6.98%4.61%
20160.38%-1.13%8.83%-2.05%
20153.89%5.24%-7.98%5.28%
20144.22%2.56%-8.47%-4.23%
20136.23%-2.25%15.00%6.72%
201214.46%-9.29%7.48%6.50%
20114.14%-0.22%-19.51%1.21%
20105.34%-10.69%17.54%12.06%
2009-10.76%31.49%20.40%0.47%
2008-5.14%-2.93%-22.43%-21.42%
20078.15%5.25%-1.70%-5.56%
200611.13%-2.46%2.29%12.62%
20055.02%-1.63%10.76%6.59%
200413.11%0.37%-0.48%15.88%
2003-0.14%23.53%14.95%11.97%
20027.24%6.75%-12.77%2.05%
2001-5.15%6.19%-12.96%2.07%
20003.93%-0.11%-4.95%-4.15%
19990.65%16.71%3.11%0.61%
199820.06%-4.61%-15.94%12.39%
1997-3.01%6.86%-10.63%-17.65%
1996-3.63%N/AN/AN/A

Rank In Category (By Total Return)

YTD37
1-Month39
3-Month41
1-Year48
3-Year18
5-Year23

Load Adjusted Returns

1-Year6.51%
3-Year-0.40%
5-Year5.41%
10-Year4.58%