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DFA US Small Cap Growth Instl (DSCGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.67+0.12 (+0.45%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.22%
5-Year Average Return10.90%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)42.73%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return42.73%
Worst 3-Yr Total Return6.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDSCGXCategory
YTD7.04%12.40%
1-Month5.02%3.37%
3-Month2.25%4.88%
1-Year25.14%55.69%
3-Year4.83%19.34%
5-Year13.07%20.72%
10-Year9.87%13.98%
Last Bull Market29.30%27.85%
Last Bear Market-14.17%-24.06%

Annual Total Return (%) History

Year
DSCGXCategory
2024
N/AN/A
2023
21.24%N/A
2022
-17.77%N/A
2021
25.93%N/A
2020
19.34%38.62%
2019
26.16%27.68%
2018
-12.34%-5.76%
2017
16.21%21.50%
2016
17.13%11.20%
2015
-1.61%-2.41%
2014
4.23%2.44%
2013
42.73%40.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.69%N/AN/AN/A
20237.68%5.87%-4.47%11.32%
2022-9.75%-14.17%-3.28%9.75%
202112.07%4.57%-0.99%8.53%
2020-30.33%27.16%6.79%26.14%
201914.23%3.77%-1.25%7.79%
2018-1.37%5.92%5.08%-20.14%
20172.46%2.84%4.72%5.31%
20161.37%1.40%5.69%7.82%
20155.84%0.81%-10.23%2.74%
2014-0.58%2.22%-5.79%8.87%
201311.58%4.39%11.24%10.15%

Rank In Category (By Total Return)

YTD28
1-Month42
3-Month23
1-Year18
3-Year5
5-Year10

Load Adjusted Returns

1-Year25.14%
3-Year4.83%
5-Year13.07%
10-Year9.87%