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DFA U.S. Large Company Portfolio (DFUSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.25-0.29 (-1.14%)
As of 8:06AM EDT. Market open.

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return8.86%
5-Year Average Return11.40%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Feb. 3, 2019)32.33%
Worst 1 Yr Total Return (Feb. 3, 2019)-36.76%
Best 3-Yr Total Return32.33%
Worst 3-Yr Total Return-8.26%

Trailing Returns (%) Vs. Benchmarks

ReturnDFUSXCategory
YTD-3.09%-5.48%
1-Month2.01%1.64%
3-Month20.55%19.61%
1-Year7.46%3.74%
3-Year10.67%8.15%
5-Year10.68%8.35%
10-Year13.92%12.22%
Last Bull Market25.08%23.85%
Last Bear Market-16.27%-17.53%

Annual Total Return (%) History

Year
DFUSXCategory
2020
N/AN/A
2019
31.42%28.78%
2018
-4.43%-6.27%
2017
21.73%20.44%
2016
11.90%10.37%
2015
1.38%-1.07%
2014
13.53%10.96%
2013
32.33%31.50%
2012
15.82%14.96%
2011
2.10%-1.27%
2010
15.00%14.01%
2009
26.62%28.17%
2008
-36.76%-37.79%
2007
5.52%6.16%
2006
15.72%14.17%
2005
4.98%5.88%
2004
10.77%10.02%
2003
28.53%27.05%
2002
-22.23%-22.25%
2001
-12.06%-13.50%
2000
-9.15%-6.31%
1999
N/A20.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.61%20.55%N/AN/A
201913.64%4.29%1.69%9.05%
2018-0.78%3.46%7.68%-13.55%
20176.06%3.06%4.47%6.61%
20161.34%2.40%3.90%3.78%
20150.96%0.26%-6.43%7.04%
20141.78%5.17%1.13%4.88%
201310.60%2.92%5.19%10.52%
201212.54%-2.80%6.31%-0.40%
20115.98%-0.00%-13.86%11.85%
20105.45%-11.50%11.30%10.71%
2009-10.89%15.93%15.66%5.97%
2008-9.40%-2.73%-8.26%-21.78%
20070.60%6.35%1.99%-3.29%
20064.16%-1.39%5.61%6.67%
2005-2.12%1.37%3.61%2.10%
20041.72%1.73%-1.96%9.18%
2003-3.18%15.49%2.49%12.15%
20020.22%-13.42%-17.25%8.30%
2001-11.95%5.81%-14.66%10.61%
20002.26%-2.89%-0.81%-7.77%
199914.93%N/AN/AN/A

Rank In Category (By Total Return)

YTD31
1-Month40
3-Month44
1-Year23
3-Year19
5-Year11

Load Adjusted Returns

1-Year7.46%
3-Year10.67%
5-Year10.68%
10-Year13.92%