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DFA Global Allocation 60/40 R2 (DFPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.78-0.02 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.91%
5-year average return4.90%
Number of years up14
Number of years down5
Best 1-yr total return (15 Jun 2023)25.16%
Worst 1-yr total return (15 Jun 2023)N/A
Best 3-yr total return25.16%
Worst 3-yr total return1.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFPRXCategory
YTD5.91%9.69%
1-month1.96%0.91%
3-month4.24%5.21%
1-year9.69%27.06%
3-year6.70%11.00%
5-year4.90%10.26%
10-year5.83%8.34%
Last bull market24.54%15.58%
Last bear market-10.14%-12.16%

Annual total return (%) history

Year
DFPRXCategory
2023
N/AN/A
2022
-12.31%N/A
2021
13.25%N/A
2020
11.30%11.72%
2019
17.81%19.23%
2018
-6.57%-5.76%
2017
13.79%13.21%
2016
8.82%7.34%
2015
-1.98%-1.93%
2014
3.49%6.21%
2013
15.75%16.48%
2012
12.68%11.72%
2011
-2.38%-0.11%
2010
13.44%11.83%
2009
25.16%24.13%
2008
-25.92%-28.00%
2007
4.60%5.99%
2006
13.57%11.29%
2005
7.06%5.13%
2004
10.83%8.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.20%N/AN/AN/A
2022-4.43%-10.14%-4.79%7.25%
20214.91%4.26%-0.68%4.23%
2020-15.83%13.80%4.88%10.79%
20198.30%2.69%0.45%5.46%
2018-0.75%0.71%2.49%-8.80%
20173.83%2.31%3.12%3.88%
20162.02%1.48%3.64%1.41%
20151.87%-0.09%-5.84%2.29%
20141.79%3.30%-2.40%0.84%
20135.22%-0.67%5.62%4.85%
20128.27%-3.20%4.83%2.55%
20113.87%0.59%-12.03%6.20%
20104.10%-6.67%9.44%6.69%
2009-6.84%15.80%13.15%2.53%
2008-4.66%-1.37%-8.31%-14.08%
20072.22%4.11%0.44%-2.13%
20065.23%-0.74%2.80%5.76%
2005-0.76%1.83%4.06%1.80%
20042.85%-0.27%0.42%7.59%

Rank in category (by total return)

YTD58
1-month64
3-month71
1-year42
3-year26
5-year51

Load adjusted returns

1-year-0.68%
3-year6.78%
5-year4.67%
10-year5.55%