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DFA International Social Cor Eq Instl (DSCLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.63+0.13 (+0.90%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.26%
5-Year Average Return5.82%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)27.65%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return27.65%
Worst 3-Yr Total Return-0.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDSCLXCategory
YTD0.93%9.07%
1-Month-3.25%-1.09%
3-Month2.60%5.12%
1-Year8.27%33.76%
3-Year0.81%8.50%
5-Year5.30%10.08%
10-Year3.97%5.80%
Last Bull Market21.26%14.90%
Last Bear Market-14.45%-23.70%

Annual Total Return (%) History

Year
DSCLXCategory
2024
N/AN/A
2023
18.45%N/A
2022
-16.60%N/A
2021
13.42%N/A
2020
7.52%9.30%
2019
21.11%21.59%
2018
-17.38%-14.59%
2017
27.65%25.12%
2016
6.31%0.79%
2015
-0.75%-1.59%
2014
-7.03%-4.98%
2013
22.35%19.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.32%N/AN/AN/A
20238.16%2.22%-4.02%11.62%
2022-7.08%-14.45%-10.94%17.80%
20216.66%5.02%-1.05%2.33%
2020-28.77%19.23%6.81%18.54%
20199.92%2.37%-1.73%9.52%
2018-0.93%-1.78%0.10%-15.18%
20177.38%6.22%7.12%4.48%
2016-0.53%-1.01%7.80%0.15%
20153.62%2.97%-10.29%3.69%
20142.09%3.80%-7.71%-4.94%
20133.84%-1.68%12.98%6.06%

Rank In Category (By Total Return)

YTD84
1-Month81
3-Month69
1-Year50
3-Year58
5-Year55

Load Adjusted Returns

1-Year8.27%
3-Year0.81%
5-Year5.30%
10-Year3.97%