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DFA US Small Cap I (DFSTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.87-0.07 (-0.15%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.66%
5-year average return10.76%
Number of years up22
Number of years down9
Best 1-yr total return (12 May 2024)42.21%
Worst 1-yr total return (12 May 2024)N/A
Best 3-yr total return42.21%
Worst 3-yr total return5.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFSTXCategory
YTD-1.07%20.19%
1-month-5.83%0.02%
3-month2.13%4.36%
1-year15.27%60.18%
3-year2.70%11.32%
5-year8.71%13.88%
10-year8.19%11.19%
Last bull market26.53%27.98%
Last bear market-13.71%-24.08%

Annual total return (%) history

Year
DFSTXCategory
2024
N/AN/A
2023
17.64%N/A
2022
-13.53%N/A
2021
30.61%N/A
2020
11.17%10.99%
2019
21.75%23.75%
2018
-13.13%-12.72%
2017
11.52%12.28%
2016
23.53%20.78%
2015
-3.29%-5.38%
2014
4.44%3.79%
2013
42.21%37.39%
2012
18.39%15.46%
2011
-3.15%-4.07%
2010
30.70%25.61%
2009
36.34%31.80%
2008
-36.01%-36.56%
2007
-3.06%-1.10%
2006
16.61%15.03%
2005
6.09%6.75%
2004
17.87%18.94%
2003
51.49%43.41%
2002
-19.14%-16.22%
2001
12.69%8.92%
2000
2.45%11.89%
1999
25.42%19.95%
1998
-5.51%-3.03%
1997
24.24%26.36%
1996
17.68%21.50%
1995
30.18%27.21%
1994
-1.35%-1.76%
1993
13.67%17.65%
1992
N/A13.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.06%N/AN/AN/A
20233.15%4.30%-3.80%13.67%
2022-5.96%-13.71%-3.23%10.12%
202118.36%4.21%-1.42%7.41%
2020-32.73%23.54%3.94%28.70%
201912.42%1.94%-2.04%8.46%
2018-1.52%7.00%3.25%-20.15%
20170.99%0.92%5.42%3.80%
20161.84%1.69%7.00%11.47%
20153.99%0.38%-9.80%2.71%
20140.83%2.24%-6.85%8.76%
201312.51%4.16%10.01%10.31%
201212.66%-3.89%6.02%3.14%
20118.74%-1.30%-21.91%15.56%
201010.03%-9.42%11.95%17.14%
2009-13.75%25.94%21.45%3.35%
2008-9.59%-1.60%-1.66%-26.85%
20072.04%4.53%-3.50%-5.82%
200613.87%-5.79%-0.34%9.06%
2005-5.07%4.00%6.01%1.36%
20045.88%1.15%-4.03%14.68%
2003-4.93%25.73%9.90%15.32%
20024.86%-8.86%-20.79%6.82%
2001-3.15%18.52%-19.96%22.65%
200011.51%-3.80%3.14%-7.40%
1999-7.89%19.98%-3.99%18.20%
199810.47%-5.25%-22.09%15.85%
1997-3.68%15.74%18.28%-5.78%
19965.83%7.01%0.07%3.84%
19955.85%10.69%11.16%-0.05%
1994-2.74%-3.26%6.83%-1.85%
19933.39%0.36%6.90%2.47%
1992-8.97%3.96%17.07%N/A

Rank in category (by total return)

YTD48
1-month37
3-month46
1-year35
3-year20
5-year23

Load adjusted returns

1-year15.27%
3-year2.70%
5-year8.71%
10-year8.19%