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DFA World Core Equity Portfolio (DREIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.94+0.15 (+0.63%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.98%
5-Year Average Return10.83%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)29.52%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return29.52%
Worst 3-Yr Total Return3.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDREIXCategory
YTD9.77%12.08%
1-Month0.69%0.64%
3-Month1.72%6.49%
1-Year18.32%38.01%
3-Year5.81%12.74%
5-Year10.86%12.82%
10-Year8.21%9.05%
Last Bull Market23.54%18.82%
Last Bear Market-14.28%-20.53%

Annual Total Return (%) History

Year
DREIXCategory
2024
N/AN/A
2023
20.48%N/A
2022
-14.82%N/A
2021
20.44%N/A
2020
13.41%12.96%
2019
25.47%25.26%
2018
-12.30%-10.06%
2017
25.09%22.28%
2016
10.72%6.93%
2015
-2.46%-0.92%
2014
2.48%3.67%
2013
29.52%24.08%
2012
N/A14.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.92%1.72%N/AN/A
20236.22%5.23%-2.64%10.70%
2022-4.47%-14.28%-6.90%11.72%
20217.67%6.38%-1.29%6.53%
2020-25.82%20.88%7.74%17.39%
201911.87%3.05%-0.53%9.41%
2018-0.41%-0.20%3.36%-14.64%
20176.89%4.25%5.23%6.68%
20161.09%0.90%6.22%2.20%
20153.03%0.97%-9.91%4.09%
20141.55%4.89%-3.87%0.09%
20138.96%1.35%7.27%9.34%
2012-3.42%6.55%1.71%N/A

Rank In Category (By Total Return)

YTD44
1-Month64
3-Month44
1-Year36
3-Year32
5-Year29

Load Adjusted Returns

1-Year18.32%
3-Year5.81%
5-Year10.86%
10-Year8.21%