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DFA US Micro Cap I (DFSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.21+0.03 (+0.11%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.04%
5-Year Average Return9.95%
Number of Years Up30
Number of Years Down12
Best 1 Yr Total Return (Jun 20, 2024)45.06%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return45.06%
Worst 3-Yr Total Return4.37%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFSCXCategory
YTD3.36%20.19%
1-Month5.45%0.02%
3-Month2.81%4.36%
1-Year23.88%60.18%
3-Year3.84%11.32%
5-Year11.79%13.88%
10-Year8.72%11.19%
Last Bull Market25.65%27.98%
Last Bear Market-13.82%-24.08%

Annual Total Return (%) History

Year
DFSCXCategory
2024
N/AN/A
2023
17.86%N/A
2022
-12.46%N/A
2021
33.50%N/A
2020
6.59%10.99%
2019
20.66%23.75%
2018
-11.60%-12.72%
2017
11.18%12.28%
2016
25.63%20.78%
2015
-3.62%-5.38%
2014
2.92%3.79%
2013
45.06%37.39%
2012
18.24%15.46%
2011
-3.25%-4.07%
2010
31.29%25.61%
2009
28.06%31.80%
2008
-36.72%-36.56%
2007
-5.22%-1.10%
2006
16.16%15.03%
2005
5.69%6.75%
2004
18.39%18.94%
2003
60.72%43.41%
2002
-13.27%-16.22%
2001
22.77%8.92%
2000
-3.60%11.89%
1999
29.79%19.95%
1998
-7.32%-3.03%
1997
22.78%26.36%
1996
17.65%21.50%
1995
34.48%27.21%
1994
3.09%-1.76%
1993
20.97%17.65%
1992
23.48%13.94%
1991
44.26%40.70%
1990
-21.56%-11.95%
1989
10.16%18.31%
1988
22.84%23.02%
1987
-9.36%-1.94%
1986
6.90%7.16%
1985
24.40%28.67%
1984
-6.51%-3.24%
1983
39.70%27.16%
1982
27.91%30.33%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.97%N/AN/AN/A
20232.76%3.75%-3.41%14.44%
2022-4.58%-13.82%-3.18%9.96%
202121.36%4.54%-1.91%7.27%
2020-34.75%21.64%2.84%30.59%
201911.62%0.85%-1.63%8.97%
2018-0.69%8.31%3.46%-20.56%
2017-0.60%2.22%6.54%2.70%
20160.90%1.98%7.46%13.62%
20153.13%1.02%-10.78%3.69%
20140.57%0.88%-7.18%9.29%
201312.05%4.82%10.99%11.28%
201212.25%-3.59%6.46%2.63%
20118.12%-2.42%-20.75%15.72%
20109.52%-7.88%10.58%17.68%
2009-16.13%24.76%19.31%2.58%
2008-10.27%-3.47%0.05%-26.98%
20071.66%4.35%-4.03%-6.91%
200614.39%-7.11%-0.21%9.55%
2005-6.43%3.93%6.78%1.78%
20046.46%0.14%-4.32%16.06%
2003-3.99%27.35%12.56%16.77%
20026.99%-3.92%-20.70%6.39%
20010.73%21.83%-17.50%21.26%
200021.09%-8.58%3.44%-15.82%
1999-7.90%20.18%-3.19%21.12%
199810.95%-5.36%-22.72%14.20%
1997-2.95%12.51%20.85%-6.96%
19966.36%9.82%-2.36%3.15%
19956.95%12.67%12.41%-0.72%
19941.21%-2.16%6.36%-2.13%
19936.52%-0.13%8.43%4.87%
199213.59%-9.14%2.66%16.54%
199128.66%-1.34%7.13%6.08%
1990-2.45%4.28%-23.23%0.43%
19898.66%4.38%5.34%-7.80%
198818.21%6.40%-0.49%-1.85%
198721.03%-0.95%5.75%-28.51%
198613.59%4.59%-10.39%0.42%
198510.98%2.05%-3.66%14.02%
1984-4.90%-3.14%5.58%-3.86%
198319.94%21.14%-1.54%-2.35%
1982-5.66%-0.43%10.32%23.42%

Rank In Category (By Total Return)

YTD52
1-Month21
3-Month31
1-Year29
3-Year21
5-Year22

Load Adjusted Returns

1-Year23.88%
3-Year3.84%
5-Year11.79%
10-Year8.72%