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DFA US Sustainability Core 1 (DFSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.44+0.03 (+0.07%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.39%
5-Year Average Return14.23%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (May 6, 2024)36.69%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return36.69%
Worst 3-Yr Total Return7.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFSIXCategory
YTD4.96%14.84%
1-Month-5.20%1.65%
3-Month3.85%7.55%
1-Year23.23%40.47%
3-Year6.70%16.77%
5-Year13.12%16.15%
10-Year11.87%13.21%
Last Bull Market28.65%24.09%
Last Bear Market-15.50%-17.61%

Annual Total Return (%) History

Year
DFSIXCategory
2024
N/AN/A
2023
25.69%N/A
2022
-17.84%N/A
2021
27.35%N/A
2020
21.22%15.83%
2019
32.52%28.78%
2018
-6.73%-6.27%
2017
21.35%20.44%
2016
13.91%10.37%
2015
-1.23%-1.07%
2014
10.39%10.96%
2013
36.69%31.50%
2012
17.05%14.96%
2011
-0.66%-1.27%
2010
18.68%14.01%
2009
31.36%28.17%
2008
N/A-37.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.72%N/AN/AN/A
20236.35%8.03%-2.70%12.44%
2022-6.84%-15.50%-4.39%9.16%
20218.07%7.66%-0.11%9.58%
2020-22.44%23.09%8.89%16.62%
201914.16%4.74%1.06%9.67%
2018-0.20%3.90%7.24%-16.12%
20175.50%2.77%4.71%6.90%
20161.54%1.00%5.41%5.38%
20152.04%0.29%-8.04%4.94%
20141.84%4.80%-1.13%4.60%
201311.89%3.22%7.24%10.37%
201212.96%-4.26%6.82%1.32%
20117.17%-0.67%-17.51%13.12%
20107.11%-11.15%10.79%12.57%
2009-11.40%18.89%18.47%5.25%
2008-1.31%-7.82%-24.97%N/A

Rank In Category (By Total Return)

YTD65
1-Month89
3-Month60
1-Year29
3-Year54
5-Year22

Load Adjusted Returns

1-Year23.23%
3-Year6.70%
5-Year13.12%
10-Year11.87%