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DFCEX: DFA Emerging Markets Core Equity I (MUTUAL FUND)
Basic Info 19.15 0.03(0.16%) October 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 05/19/2005 |
| Last Dividend Date: | 06/29/2022 |
| 12-Mo. Yield | 0.36% |
| Expenses | 0.67% |
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Performance Analytics (As of 10/04/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | -22.0 | -21.0 | 1.3 | -0.4 | 2.2 | 1.3 | 6.1 | 3.2 | 13.9 | 16.0 | -15.2 | 36.6 | 12.4 | -14.9 | -0.9 | -2.6 | 20.5 | -20.6 | 23.8 | 83.6 | -50.7 | 37.5 | 30.8 | 25.4 |
| SR | NA | -1.78 | -1.46 | -0.02 | -0.09 | 0.08 | NA | 0.24 | 0.22 | 0.47 | 1.21 | -1.06 | 4.08 | 0.73 | -0.91 | -0.08 | -0.21 | 1.34 | -0.85 | 1.16 | 2.71 | -1.14 | 1.53 | 1.57 | 3.8 |
| DD(%) | NA | 27.7 | 27.7 | 37.6 | 42.3 | 42.3 | NA | 64.5 | 11.7 | 37.6 | 11.3 | 26.1 | 4.0 | 11.4 | 26.4 | 15.7 | 15.9 | 17.8 | 30.0 | 16.7 | 24.3 | 61.7 | 18.3 | 24.8 | 7.5 |
| SD(%) | NA | 18.6 | 17.3 | 21.1 | 18.6 | 16.3 | NA | 21.1 | 14.6 | 29.0 | 12.1 | 15.6 | 8.8 | 16.5 | 16.4 | 11.1 | 13.0 | 15.4 | 24.3 | 20.4 | 30.8 | 45.0 | 22.7 | 17.6 | 10.9 |
| TR | NA | -0.37 | -0.29 | -0.01 | -0.02 | 0.01 | NA | 0.06 | 0.04 | 0.13 | 0.15 | -0.18 | 0.38 | 0.13 | -0.17 | -0.01 | -0.03 | 0.22 | -0.22 | 0.25 | 0.89 | -0.59 | 0.38 | 0.3 | 0.51 |
| Alpha(%) | NA | -0.05 | -0.03 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.02 | 0.02 | 0.03 | -0.02 | 0.01 | 0.01 | 0.0 |
| Beta(%) | NA | 0.89 | 0.87 | 0.95 | 0.94 | 0.93 | NA | 0.91 | 0.8 | 1.03 | 0.95 | 0.92 | 0.95 | 0.94 | 0.89 | 0.84 | 0.88 | 0.94 | 0.93 | 0.96 | 0.94 | 0.87 | 0.9 | 0.92 | 0.82 |
| RS | NA | 0.92 | 0.9 | 0.93 | 0.93 | 0.94 | NA | 0.96 | 0.83 | 0.97 | 0.95 | 0.95 | 0.91 | 0.97 | 0.96 | 0.96 | 0.95 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.91 | 0.95 | 0.85 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2005
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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