DFSPX - DFA International Sustainability Core 1 Portfolio

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return7.79%
5-Year Average Return3.31%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (Feb. 3, 2019)34.95%
Worst 1 Yr Total Return (Feb. 3, 2019)-15.53%
Best 3-Yr Total Return34.95%
Worst 3-Yr Total Return-1.22%

Trailing Returns (%) Vs. Benchmarks

ReturnDFSPXCategory
YTD-10.74%-14.08%
1-Month2.97%4.69%
3-Month19.05%-4.61%
1-Year-3.19%-2.81%
3-Year0.97%-0.94%
5-Year2.78%0.42%
10-Year6.08%4.72%
Last Bull Market13.65%14.75%
Last Bear Market-24.43%-23.78%

Annual Total Return (%) History

Year
DFSPXCategory
2020
N/AN/A
2019
24.21%21.59%
2018
-15.53%-14.59%
2017
27.26%25.12%
2016
2.82%0.79%
2015
-0.27%-1.59%
2014
-6.00%-4.98%
2013
22.64%19.44%
2012
18.10%18.29%
2011
-14.04%-13.97%
2010
11.54%10.24%
2009
34.95%31.24%
2008
N/A-43.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-25.02%19.05%N/AN/A
201910.50%3.64%-0.83%9.37%
2018-0.54%-2.02%0.85%-14.05%
20177.97%7.24%5.83%3.85%
2016-1.06%-1.94%7.17%-1.10%
20154.50%1.96%-9.90%3.89%
20141.56%3.83%-6.68%-4.48%
20134.31%-0.88%12.22%5.70%
201212.05%-7.94%6.38%7.62%
20114.16%0.73%-20.91%3.59%
20102.64%-13.89%16.70%8.14%
2009-14.03%28.71%20.72%1.03%
2008-3.46%-19.55%-21.27%N/A

Rank In Category (By Total Return)

YTD47
1-Month77
3-Month14
1-Year34
3-Year39
5-Year22

Load Adjusted Returns

1-Year-3.19%
3-Year0.97%
5-Year2.78%
10-Year6.08%