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DFA Tax-Managed US Marketwide Value II (DFMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.54-0.05 (-0.14%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-6.28%
5-Year Average Return9.04%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (May 5, 2022)40.51%
Worst 1 Yr Total Return (May 5, 2022)N/A
Best 3-Yr Total Return40.51%
Worst 3-Yr Total Return-8.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFMVXCategory
YTD-6.28%4.44%
1-Month-2.68%-4.04%
3-Month-4.45%4.09%
1-Year-2.09%14.37%
3-Year9.60%6.04%
5-Year9.04%9.20%
10-Year12.41%8.57%
Last Bull Market45.28%22.97%
Last Bear Market-27.53%-11.27%

Annual Total Return (%) History

Year
DFMVXCategory
2001
N/A-4.99%
2000
N/A7.87%
1999
N/A6.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20012.67%7.30%-18.53%N/A
2000-1.98%-4.91%10.12%N/A
19990.10%16.36%-12.06%N/A

Rank In Category (By Total Return)

YTD81
1-Month78
3-Month81
1-Year90
3-Year78
5-Year73

Load Adjusted Returns

1-Year-1.58%
3-Year8.71%
5-Year8.63%
10-Year11.86%