DFA Tax-Managed US Marketwide Value (DTMMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:01PM EDT. Market open.
Performance overview
Morningstar return rating★★★★
Year-to-date return10.11%
5-year average return8.95%
Number of years up16
Number of years down6
Best 1-yr total return (3 Feb 2019)40.31%
Worst 1-yr total return (3 Feb 2019)-41.58%
Best 3-yr total return40.31%
Worst 3-yr total return-11.90%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnDTMMXCategory
YTD21.71%4.44%
1-month2.07%-4.04%
3-month3.61%4.09%
1-year37.94%14.37%
3-year12.17%6.04%
5-year11.22%9.20%
10-year13.94%8.57%
Last bull market26.69%22.97%
Last bear market-23.77%-11.27%
Annual total return (%) history
YearDTMMXCategory
2021N/A26.22%
20201.66%2.91%
201926.97%25.04%
2018-10.23%-8.53%
201717.01%15.94%
201617.17%14.81%
2015-2.74%-4.05%
20149.93%10.21%
201340.31%31.21%
201222.23%14.57%
2011-3.07%-0.75%
201021.57%13.66%
200931.07%24.13%
2008-41.58%-37.09%
2007-1.81%1.42%
200619.22%18.15%
200513.07%5.95%
200418.17%12.97%
200336.90%28.44%
2002-27.23%-18.69%
20011.71%-4.99%
200010.91%7.87%
19995.44%6.72%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202113.33%4.73%N/AN/A
2020-30.35%16.79%5.71%18.21%
201911.76%3.60%0.42%9.19%
2018-2.38%1.36%6.28%-14.64%
20173.06%2.27%4.19%6.55%
2016-0.07%3.57%4.20%8.65%
20150.87%1.48%-9.03%4.45%
20141.01%5.23%-0.60%4.04%
201313.63%3.31%6.69%12.03%
201213.13%-3.98%8.43%3.78%
20118.92%-1.03%-21.19%14.10%
20109.69%-12.30%10.94%13.91%
2009-16.83%24.40%22.78%3.18%
2008-9.13%-3.98%-7.38%-27.72%
20072.41%6.09%-3.62%-6.23%
20067.77%0.21%1.80%8.44%
20050.50%3.02%7.18%1.89%
20044.31%2.00%-0.55%11.68%
2003-4.76%19.48%3.99%15.69%
2002-0.83%-14.36%-19.18%6.02%
20012.72%7.28%-18.64%13.45%
2000-2.04%-4.87%10.11%8.09%
19990.36%16.45%-12.02%2.54%
Rank in category (by total return)
YTD37
1-month26
3-month55
1-year31
3-year62
5-year41
Load adjusted returns
1-year38.94%
3-year9.00%
5-year11.60%
10-year14.60%
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