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DFA World Core Equity Institutional (DREIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.94+0.15 (+0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.98%
5-year average return10.83%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)29.52%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.52%
Worst 3-yr total return3.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDREIXCategory
YTD9.77%12.08%
1-month0.69%0.64%
3-month1.72%6.49%
1-year18.32%38.01%
3-year5.81%12.74%
5-year10.86%12.82%
10-year8.21%9.05%
Last bull market23.54%18.82%
Last bear market-14.28%-20.53%

Annual total return (%) history

Year
DREIXCategory
2024
N/AN/A
2023
20.48%N/A
2022
-14.82%N/A
2021
20.44%N/A
2020
13.41%12.96%
2019
25.47%25.26%
2018
-12.30%-10.06%
2017
25.09%22.28%
2016
10.72%6.93%
2015
-2.46%-0.92%
2014
2.48%3.67%
2013
29.52%24.08%
2012
N/A14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.92%1.72%N/AN/A
20236.22%5.23%-2.64%10.70%
2022-4.47%-14.28%-6.90%11.72%
20217.67%6.38%-1.29%6.53%
2020-25.82%20.88%7.74%17.39%
201911.87%3.05%-0.53%9.41%
2018-0.41%-0.20%3.36%-14.64%
20176.89%4.25%5.23%6.68%
20161.09%0.90%6.22%2.20%
20153.03%0.97%-9.91%4.09%
20141.55%4.89%-3.87%0.09%
20138.96%1.35%7.27%9.34%
2012-3.42%6.55%1.71%N/A

Rank in category (by total return)

YTD44
1-month64
3-month44
1-year36
3-year32
5-year29

Load adjusted returns

1-year18.32%
3-year5.81%
5-year10.86%
10-year8.21%