DTMEX - DFA Tax Managed U.S. Equity Portfolio

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.31%
5-Year Average Return10.89%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Feb. 3, 2019)34.17%
Worst 1 Yr Total Return (Feb. 3, 2019)-35.53%
Best 3-Yr Total Return34.17%
Worst 3-Yr Total Return-8.10%

Trailing Returns (%) Vs. Benchmarks

ReturnDTMEXCategory
YTD-5.49%-7.11%
1-Month5.39%4.88%
3-Month3.35%1.77%
1-Year11.91%8.70%
3-Year9.55%7.80%
5-Year9.17%7.58%
10-Year12.79%11.42%
Last Bull Market25.16%23.84%
Last Bear Market-17.40%-17.52%

Annual Total Return (%) History

Year
DTMEXCategory
2020
N/AN/A
2019
30.92%28.78%
2018
-5.39%-6.27%
2017
21.44%20.44%
2016
12.68%10.37%
2015
0.46%-1.07%
2014
11.99%10.96%
2013
34.17%31.50%
2012
15.99%14.96%
2011
1.18%-1.27%
2010
16.80%14.01%
2009
24.15%28.17%
2008
-35.53%-37.79%
2007
5.25%6.16%
2006
14.39%14.17%
2005
6.26%5.88%
2004
11.41%10.02%
2003
30.63%27.05%
2002
-26.01%-22.25%
2001
N/A-13.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-20.77%N/AN/AN/A
201913.73%4.22%1.09%9.27%
2018-0.48%3.56%7.41%-14.54%
20175.79%3.00%4.59%6.56%
20160.91%2.32%4.42%4.51%
20151.59%0.44%-7.34%6.25%
20141.72%4.75%0.18%4.91%
201311.04%2.97%6.27%10.43%
201212.69%-3.37%6.43%0.08%
20116.31%0.05%-14.97%11.88%
20105.79%-11.35%11.50%11.69%
2009-10.85%14.06%15.12%6.06%
2008-9.26%-1.35%-8.26%-21.50%
20071.30%6.00%1.39%-3.33%
20064.99%-2.17%4.46%6.61%
2005-2.00%2.02%4.32%1.88%
20042.19%1.66%-2.27%9.73%
2003-3.18%15.73%3.85%12.26%
2002-0.75%-15.59%-17.17%6.62%
200116.87%N/AN/AN/A

Rank In Category (By Total Return)

YTD44
1-Month28
3-Month41
1-Year35
3-Year34
5-Year30

Load Adjusted Returns

1-Year11.91%
3-Year9.55%
5-Year9.17%
10-Year12.79%