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DFA Real Estate Securities I (DFREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.09+0.02 (+0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.06%
5-year average return2.86%
Number of years up22
Number of years down8
Best 1-yr total return (2 Jul 2024)41.85%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return41.85%
Worst 3-yr total return0.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFREXCategory
YTD-1.65%20.43%
1-month2.39%2.69%
3-month-0.37%11.34%
1-year6.27%36.79%
3-year-1.49%10.81%
5-year3.53%7.03%
10-year6.07%9.08%
Last bull market19.95%31.03%
Last bear market-14.75%-16.60%

Annual total return (%) history

Year
DFREXCategory
2024
N/AN/A
2023
11.18%N/A
2022
-24.96%N/A
2021
41.85%N/A
2020
-5.04%-4.49%
2019
28.10%27.28%
2018
-2.99%-5.97%
2017
5.71%6.22%
2016
8.38%6.89%
2015
3.24%2.41%
2014
31.11%28.03%
2013
1.39%1.55%
2012
17.48%17.60%
2011
8.95%7.51%
2010
28.67%27.08%
2009
28.17%31.26%
2008
-37.36%-39.55%
2007
-18.67%-14.66%
2006
35.26%33.58%
2005
13.15%11.51%
2004
32.07%32.02%
2003
35.59%36.80%
2002
4.18%4.54%
2001
13.16%10.00%
2000
28.39%27.02%
1999
-1.98%-2.76%
1998
-15.38%-15.59%
1997
19.34%22.21%
1996
33.84%34.46%
1995
12.13%14.08%
1994
-8.40%-0.79%
1993
N/A22.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.28%-0.37%N/AN/A
20231.78%1.09%-8.34%17.88%
2022-5.21%-14.75%-10.64%3.93%
20218.36%12.37%0.38%16.06%
2020-23.06%13.13%0.68%8.36%
201917.04%1.74%7.69%-0.11%
2018-6.99%8.68%1.18%-5.15%
20170.79%1.69%1.06%2.06%
20166.23%6.67%-1.17%-3.22%
20154.76%-10.23%2.46%7.14%
201410.24%7.18%-3.28%14.73%
20137.55%-1.49%-3.31%-1.03%
201210.61%3.70%-0.08%2.51%
20116.59%3.70%-14.39%15.14%
201010.17%-3.93%13.18%7.41%
2009-32.69%30.55%33.83%9.00%
20082.29%-5.54%5.22%-38.39%
20073.49%-9.46%1.52%-14.50%
200615.40%-1.49%9.21%8.95%
2005-6.93%14.71%3.75%2.16%
200412.02%-5.52%8.04%15.50%
20031.61%11.79%9.50%9.01%
20027.86%4.73%-8.24%0.51%
2001-0.44%10.71%-1.67%4.41%
20002.67%11.11%8.28%3.93%
1999-3.30%10.49%-8.18%-0.09%
1998-0.26%-3.72%-9.79%-2.32%
19970.83%4.92%11.43%1.23%
19962.29%3.93%6.29%18.44%
1995-1.41%5.69%3.58%3.89%
1994-3.89%-3.31%-1.33%-0.10%
1993-1.11%11.16%-2.57%N/A

Rank in category (by total return)

YTD43
1-month38
3-month42
1-year36
3-year43
5-year38

Load adjusted returns

1-year6.27%
3-year-1.49%
5-year3.53%
10-year6.07%