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DFA International Small Cap Value Portfolio Institutional Class (DISVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.25+0.18 (+0.82%)
As of 8:06AM EDT. Market open.

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return7.57%
5-Year Average Return3.12%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Feb. 3, 2019)39.51%
Worst 1 Yr Total Return (Feb. 3, 2019)-41.68%
Best 3-Yr Total Return39.51%
Worst 3-Yr Total Return-8.31%

Trailing Returns (%) Vs. Benchmarks

ReturnDISVXCategory
YTD17.03%14.60%
1-Month-0.66%-1.66%
3-Month3.72%5.70%
1-Year38.51%46.89%
3-Year7.80%6.61%
5-Year6.67%9.96%
10-Year8.62%6.46%
Last Bull Market15.02%14.17%
Last Bear Market-26.06%-22.90%

Annual Total Return (%) History

Year
DISVXCategory
2021
N/AN/A
2020
0.81%8.61%
2019
21.00%19.18%
2018
-23.31%-19.13%
2017
27.98%27.52%
2016
8.00%4.24%
2015
3.99%2.27%
2014
-4.99%-6.56%
2013
32.39%25.71%
2012
22.26%21.38%
2011
-17.46%-15.99%
2010
18.10%21.00%
2009
39.51%44.06%
2008
-41.68%-47.29%
2007
2.95%5.01%
2006
28.39%26.48%
2005
23.23%18.16%
2004
34.80%23.91%
2003
66.48%49.12%
2002
5.79%-5.48%
2001
-4.59%-11.74%
2000
-3.08%-7.54%
1999
19.04%45.36%
1998
5.27%11.26%
1997
-22.72%-2.51%
1996
0.95%12.81%
1995
1.16%5.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.14%4.49%N/AN/A
2020-33.70%19.38%6.30%19.81%
20198.65%0.15%-0.55%11.81%
2018-2.26%-3.47%-0.97%-17.91%
20177.73%6.33%7.60%3.83%
2016-0.81%-3.16%10.54%1.71%
20154.68%5.19%-9.22%4.03%
20146.09%1.95%-8.53%-3.97%
20137.91%-2.26%16.42%7.81%
201216.72%-10.96%8.21%8.71%
20115.58%-1.48%-21.72%1.36%
20105.04%-14.13%16.35%12.54%
2009-13.18%31.78%24.38%-1.97%
2008-3.66%-5.15%-20.83%-19.38%
20079.06%4.49%-2.35%-7.49%
200612.68%-2.70%3.15%13.53%
20056.65%-1.14%10.37%5.90%
200413.95%-0.13%0.30%18.09%
2003-0.14%27.35%16.03%12.83%
20027.89%8.49%-11.79%2.47%
2001-1.57%7.06%-11.07%1.81%
2000-0.24%3.49%-5.11%-1.07%
19992.37%16.60%3.15%-3.31%
199820.22%-5.49%-15.95%10.22%
1997-2.47%5.80%-9.96%-16.82%
19964.47%4.38%-4.56%-3.01%
19952.50%-2.63%-0.20%1.57%

Rank In Category (By Total Return)

YTD66
1-Month93
3-Month85
1-Year58
3-Year91
5-Year77

Load Adjusted Returns

1-Year43.90%
3-Year3.86%
5-Year8.75%
10-Year6.37%