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DFA International Social Core Equity Portfolio (DSCLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.81+0.12 (+0.82%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.93%
5-year average return6.43%
Number of years up7
Number of years down4
Best 1-yr total return (4 Jul 2024)27.65%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return27.65%
Worst 3-yr total return-0.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSCLXCategory
YTD3.43%9.07%
1-month-2.89%-1.09%
3-month-0.86%5.12%
1-year10.81%33.76%
3-year1.14%8.50%
5-year6.05%10.08%
10-year3.95%5.80%
Last bull market21.26%14.90%
Last bear market-14.45%-23.70%

Annual total return (%) history

Year
DSCLXCategory
2024
N/AN/A
2023
18.45%N/A
2022
-16.60%N/A
2021
13.42%N/A
2020
7.52%9.30%
2019
21.11%21.59%
2018
-17.38%-14.59%
2017
27.65%25.12%
2016
6.31%0.79%
2015
-0.75%-1.59%
2014
-7.03%-4.98%
2013
22.35%19.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.32%-0.86%N/AN/A
20238.16%2.22%-4.02%11.62%
2022-7.08%-14.45%-10.94%17.80%
20216.66%5.02%-1.05%2.33%
2020-28.77%19.23%6.81%18.54%
20199.92%2.37%-1.73%9.52%
2018-0.93%-1.78%0.10%-15.18%
20177.38%6.22%7.12%4.48%
2016-0.53%-1.01%7.80%0.15%
20153.62%2.97%-10.29%3.69%
20142.09%3.80%-7.71%-4.94%
20133.84%-1.68%12.98%6.06%

Rank in category (by total return)

YTD82
1-month92
3-month83
1-year53
3-year55
5-year50

Load adjusted returns

1-year10.81%
3-year1.14%
5-year6.05%
10-year3.95%