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DFA US Vector Equity I (DFVEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.240.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.59%
5-Year Average Return10.55%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (Apr 22, 2024)40.21%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return40.21%
Worst 3-Yr Total Return5.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFVEXCategory
YTD9.02%21.28%
1-Month5.11%-1.96%
3-Month9.02%4.90%
1-Year25.17%55.83%
3-Year8.69%11.08%
5-Year12.48%11.93%
10-Year9.27%10.64%
Last Bull Market51.83%25.54%
Last Bear Market-13.69%-22.08%

Annual Total Return (%) History

Year
DFVEXCategory
2024
N/AN/A
2023
17.52%N/A
2022
-9.92%N/A
2021
29.55%N/A
2020
7.51%2.63%
2019
26.09%25.18%
2018
-13.24%-12.86%
2017
14.64%13.22%
2016
21.01%18.06%
2015
-5.03%-5.41%
2014
6.51%9.31%
2013
40.21%35.14%
2012
18.97%16.60%
2011
-4.56%-3.96%
2010
25.12%21.92%
2009
29.22%35.41%
2008
-37.18%-36.77%
2007
-3.08%0.83%
2006
20.01%15.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.02%N/AN/AN/A
20232.36%4.63%-1.97%11.94%
2022-2.56%-13.69%-3.67%11.18%
202116.44%4.87%-1.05%7.22%
2020-31.99%20.88%5.26%24.23%
201912.56%3.05%-0.08%8.79%
2018-1.42%3.76%3.73%-18.23%
20172.35%1.10%5.11%5.40%
20161.16%1.91%6.33%10.40%
20152.31%0.34%-10.18%3.00%
20141.70%4.11%-3.71%4.47%
201312.93%3.43%8.07%11.07%
201213.19%-5.02%6.81%3.60%
20118.30%-2.07%-21.61%14.79%
20109.58%-10.83%11.01%15.34%
2009-15.44%21.22%21.41%3.84%
2008-8.33%-2.31%-5.03%-26.14%
20072.23%5.57%-3.51%-6.92%
200611.96%-3.14%1.89%8.60%

Rank In Category (By Total Return)

YTD34
1-Month62
3-Month34
1-Year26
3-Year40
5-Year22

Load Adjusted Returns

1-Year25.17%
3-Year8.69%
5-Year12.48%
10-Year9.27%