DFA Tax Managed International Value Portfolio (DTMIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return Rating★★★
Year-to-Date Return7.68%
5-Year Average Return2.04%
Number of Years Up13
Number of Years Down8
Best 1 Yr Total Return (Feb 3, 2019)37.79%
Worst 1 Yr Total Return (Feb 3, 2019)-44.38%
Best 3-Yr Total Return37.79%
Worst 3-Yr Total Return-6.33%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnDTMIXCategory
YTD15.61%11.56%
1-Month-0.45%-2.20%
3-Month-3.47%4.11%
1-Year36.53%35.63%
3-Year5.52%5.74%
5-Year6.33%8.25%
10-Year6.45%4.29%
Last Bull Market11.10%13.65%
Last Bear Market-26.97%-23.43%
Annual Total Return (%) History
YearDTMIXCategory
2021N/AN/A
2020-1.58%0.88%
201915.86%17.80%
2018-17.32%-15.44%
201725.95%22.08%
20168.20%3.34%
2015-6.43%-3.10%
2014-7.54%-6.32%
201322.65%20.81%
201216.35%16.21%
2011-16.71%-12.77%
201010.21%7.48%
200937.79%30.33%
2008-44.38%-42.41%
200710.79%9.01%
200633.39%25.98%
200516.56%13.19%
200427.04%21.99%
200348.64%39.07%
2002-12.13%-12.37%
2001-13.15%-15.98%
20000.04%-6.76%
1999N/A30.02%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202110.56%N/AN/AN/A
2020-31.49%15.49%2.40%21.49%
20198.42%1.47%-2.42%7.92%
2018-1.30%-3.25%1.28%-14.52%
20175.88%4.35%8.21%5.34%
2016-4.04%-0.85%8.37%4.95%
20154.10%2.39%-14.73%2.96%
20141.02%3.86%-6.73%-5.51%
20131.78%-0.31%14.06%5.98%
201211.59%-9.72%7.18%7.75%
20114.85%-0.46%-22.81%3.38%
20101.49%-14.65%17.91%7.91%
2009-16.74%33.74%23.45%0.23%
2008-8.38%-5.71%-16.76%-22.66%
20075.17%7.55%1.31%-3.32%
200612.09%-0.01%6.17%12.11%
20050.91%-1.22%11.39%4.98%
20047.16%1.82%-0.51%17.03%
2003-6.13%21.50%11.31%17.09%
20022.86%0.86%-19.72%5.51%
2001-7.74%2.66%-14.94%7.80%
2000-5.23%5.42%-5.05%5.46%
19995.85%2.54%N/AN/A
Rank In Category (By Total Return)
YTD10
1-Month63
3-Month53
1-Year18
3-Year75
5-Year32
Load Adjusted Returns
1-Year43.29%
3-Year4.38%
5-Year9.24%
10-Year3.84%
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