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DFA US Targeted Value R2 (DFTPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.03-0.22 (-0.78%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.23%
5-Year Average Return6.26%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jun 15, 2023)42.68%
Worst 1 Yr Total Return (Jun 15, 2023)N/A
Best 3-Yr Total Return42.68%
Worst 3-Yr Total Return1.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFTPXCategory
YTD3.23%26.79%
1-Month8.73%-1.77%
3-Month4.42%4.45%
1-Year14.23%71.02%
3-Year21.93%9.35%
5-Year6.26%12.17%
10-Year8.77%9.95%
Last Bull Market67.23%28.07%
Last Bear Market-12.94%-24.24%

Annual Total Return (%) History

Year
DFTPXCategory
2023
N/AN/A
2022
-4.84%N/A
2021
38.49%N/A
2020
3.52%4.02%
2019
21.18%21.43%
2018
-15.98%-15.46%
2017
9.32%8.54%
2016
26.49%25.99%
2015
-5.96%-6.71%
2014
2.75%3.34%
2013
42.68%36.22%
2012
18.83%16.00%
2011
-6.48%-4.45%
2010
28.63%26.17%
2009
31.54%31.32%
2008
N/A-32.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.91%N/AN/AN/A
2022-0.17%-12.94%-2.76%12.60%
202125.04%4.13%-0.62%7.03%
2020-39.22%23.46%3.98%32.68%
201912.08%0.89%-1.26%8.53%
2018-2.22%5.96%1.45%-20.06%
20170.24%-0.73%5.21%4.41%
20162.50%1.34%7.42%13.36%
20153.82%-0.00%-11.18%1.98%
20142.14%3.28%-6.17%3.81%
201313.89%3.12%8.77%11.69%
201211.87%-5.34%7.33%4.55%
20118.36%-3.08%-24.03%17.22%
201011.68%-11.72%11.13%17.39%
2009-16.98%23.15%24.37%3.46%
20080.38%-27.54%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month54
3-Month66
1-Year43
3-Year17
5-Year23

Load Adjusted Returns

1-Year-6.84%
3-Year21.37%
5-Year5.09%
10-Year7.91%