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DFA International Small Company I (DFISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.53+0.20 (+0.98%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.39%
5-year average return7.27%
Number of years up19
Number of years down8
Best 1-yr total return (13 May 2024)41.96%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return41.96%
Worst 3-yr total return1.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFISXCategory
YTD0.67%0.00%
1-month-2.46%0.00%
3-month2.69%0.00%
1-year6.51%0.00%
3-year-0.40%0.00%
5-year5.41%0.00%
10-year4.58%0.00%
Last bull market19.31%0.00%
Last bear market-15.01%0.00%

Annual total return (%) history

Year
DFISXCategory
2024
N/AN/A
2023
14.43%N/A
2022
-17.12%N/A
2021
14.24%N/A
2020
9.26%N/A
2019
24.20%N/A
2018
-19.42%N/A
2017
30.24%N/A
2016
5.80%N/A
2015
5.91%N/A
2014
-6.30%N/A
2013
27.44%N/A
2012
18.86%N/A
2011
-15.35%N/A
2010
23.91%N/A
2009
41.96%N/A
2008
-43.87%N/A
2007
5.66%N/A
2006
24.88%N/A
2005
21.96%N/A
2004
30.92%N/A
2003
58.78%N/A
2002
1.91%N/A
2001
-10.52%N/A
2000
-5.41%N/A
1999
21.86%N/A
1998
8.19%N/A
1997
-23.72%N/A
1996
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.21%N/AN/AN/A
20236.38%0.48%-3.33%10.75%
2022-7.39%-15.01%-10.46%17.61%
20215.92%5.80%0.28%1.66%
2020-30.21%21.00%9.68%17.97%
20199.92%2.18%-1.48%12.25%
2018-0.38%-1.96%-1.15%-16.54%
20178.40%7.37%6.98%4.61%
20160.38%-1.13%8.83%-2.05%
20153.89%5.24%-7.98%5.28%
20144.22%2.56%-8.47%-4.23%
20136.23%-2.25%15.00%6.72%
201214.46%-9.29%7.48%6.50%
20114.14%-0.22%-19.51%1.21%
20105.34%-10.69%17.54%12.06%
2009-10.76%31.49%20.40%0.47%
2008-5.14%-2.93%-22.43%-21.42%
20078.15%5.25%-1.70%-5.56%
200611.13%-2.46%2.29%12.62%
20055.02%-1.63%10.76%6.59%
200413.11%0.37%-0.48%15.88%
2003-0.14%23.53%14.95%11.97%
20027.24%6.75%-12.77%2.05%
2001-5.15%6.19%-12.96%2.07%
20003.93%-0.11%-4.95%-4.15%
19990.65%16.71%3.11%0.61%
199820.06%-4.61%-15.94%12.39%
1997-3.01%6.86%-10.63%-17.65%
1996-3.63%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month39
3-month41
1-year48
3-year18
5-year23

Load adjusted returns

1-year6.51%
3-year-0.40%
5-year5.41%
10-year4.58%