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DFA Global Real Estate Securities Port (DFGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.69-0.06 (-0.62%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.06%
5-year average return1.41%
Number of years up12
Number of years down3
Best 1-yr total return (6 May 2024)32.67%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return32.67%
Worst 3-yr total return-2.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFGEXCategory
YTD-8.37%14.32%
1-month-7.02%0.73%
3-month-3.98%8.73%
1-year-1.96%32.33%
3-year-4.13%7.75%
5-year0.55%6.57%
10-year3.83%6.49%
Last bull market19.51%23.44%
Last bear market-15.58%-20.52%

Annual total return (%) history

Year
DFGEXCategory
2024
N/AN/A
2023
9.42%N/A
2022
-23.83%N/A
2021
30.96%N/A
2020
-6.72%-5.43%
2019
26.40%23.45%
2018
-4.15%-7.11%
2017
9.20%15.12%
2016
6.56%1.97%
2015
0.69%-0.92%
2014
22.74%11.67%
2013
1.77%2.92%
2012
23.17%31.78%
2011
1.81%-10.10%
2010
23.79%17.22%
2009
32.67%37.01%
2008
N/A-46.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.46%N/AN/AN/A
20230.93%-0.20%-7.26%17.14%
2022-4.54%-15.58%-11.62%6.94%
20216.14%10.52%-0.40%12.09%
2020-26.63%12.60%1.95%10.76%
201915.20%1.82%6.05%1.61%
2018-4.66%5.36%0.36%-4.93%
20171.92%1.79%1.48%3.72%
20167.11%5.09%-0.09%-5.25%
20154.02%-7.54%0.00%4.70%
20147.58%7.99%-3.99%10.04%
20137.10%-4.04%-0.11%-0.87%
201211.01%3.23%3.02%4.34%
20115.81%4.18%-15.81%9.71%
20105.40%-6.37%17.31%6.93%
2009-25.68%29.20%31.45%5.11%
2008-3.22%-35.34%N/AN/A

Rank in category (by total return)

YTD93
1-month91
3-month89
1-year73
3-year37
5-year30

Load adjusted returns

1-year-1.96%
3-year-4.13%
5-year0.55%
10-year3.83%