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DFA International Small Company I (DFISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.44-0.07 (-0.36%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.14%
5-year average return5.52%
Number of years up19
Number of years down8
Best 1-yr total return (22 Apr 2024)41.96%
Worst 1-yr total return (22 Apr 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
YTD3.21%12.18%
1-month3.80%-0.68%
3-month3.21%6.41%
1-year11.03%43.30%
3-year1.83%7.71%
5-year6.66%11.00%
10-year4.84%7.08%
Last bull market42.26%15.99%
Last bear market-15.01%-22.93%

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%10.92%
2019
24.20%22.52%
2018
-19.42%-19.13%
2017
30.24%31.58%
2016
5.80%1.79%
2015
5.91%3.79%
2014
-6.30%-5.05%
2013
27.44%25.35%
2012
18.86%18.99%
2011
-15.35%-14.41%
2010
23.91%21.01%
2009
41.96%42.79%
2008
-43.87%-45.45%
2007
5.66%5.64%
2006
24.88%27.35%
2005
21.96%23.57%
2004
30.92%28.74%
2003
58.78%54.37%
2002
1.91%-6.31%
2001
-10.52%-11.46%
2000
-5.41%-5.91%
1999
21.86%49.03%
1998
8.19%8.32%
1997
-23.72%-9.02%
1996
N/A19.04%

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)

YTD44
1-month32
3-month44
1-year48
3-year21
5-year29

Load adjusted returns

1-year11.03%
3-year1.83%
5-year6.66%
10-year4.84%