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DFISX: DFA International Small Company I (MUTUAL FUND)
Basic Info 18.51 0.06(0.33%) March 31
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/13/1996 |
| Last Dividend Date: | 12/14/2022 |
| 12-Mo. Yield | 0.10% |
| Expenses | 0.55% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.5 | 6.3 | -3.9 | 17.4 | 2.8 | 6.5 | 4.9 | 6.0 | -14.8 | 7.5 | 9.3 | 24.2 | -19.4 | 30.2 | 5.8 | 5.9 | -6.3 | 27.4 | 18.9 | -15.3 | 23.9 | 42.0 | -43.9 | 5.7 | 24.6 | 22.3 | 30.9 | 56.3 | -0.0 | -12.3 | -8.7 | 19.3 | 6.1 | -24.8 | -4.9 |
| SR | NA | 0.46 | -0.4 | 0.94 | 0.06 | 0.33 | NA | 0.28 | -0.73 | 0.54 | 0.3 | 2.19 | -1.6 | 4.09 | 0.35 | 0.45 | -0.59 | 2.49 | 1.25 | -0.63 | 1.29 | 1.87 | -1.43 | 0.17 | 1.62 | 2.12 | 2.4 | 6.03 | -0.1 | -1.13 | -1.12 | 1.74 | 0.18 | -6.52 | -4.24 |
| DD(%) | NA | 7.9 | 25.8 | 32.6 | 40.5 | 43.0 | NA | 60.6 | 30.3 | 13.6 | 39.6 | 8.2 | 27.3 | 3.0 | 12.0 | 13.0 | 16.2 | 8.4 | 15.5 | 26.4 | 16.8 | 22.5 | 53.6 | 13.6 | 17.1 | 8.8 | 12.2 | 6.5 | 21.3 | 18.4 | 15.5 | 6.2 | 24.9 | 28.8 | 6.7 |
| SD(%) | NA | 14.4 | 21.1 | 18.8 | 19.1 | 16.0 | NA | 16.2 | 22.2 | 13.8 | 29.7 | 10.4 | 12.9 | 7.3 | 16.0 | 13.0 | 10.6 | 11.0 | 15.2 | 24.4 | 18.5 | 22.4 | 31.3 | 15.7 | 13.2 | 9.5 | 12.5 | 9.2 | 11.1 | 13.1 | 11.4 | 9.2 | 15.3 | 12.2 | 8.4 |
| TR | NA | 0.07 | -0.08 | 0.18 | 0.01 | 0.06 | NA | 0.05 | -0.16 | 0.09 | 0.09 | 0.25 | -0.22 | 0.34 | 0.06 | 0.06 | -0.07 | 0.31 | 0.21 | -0.17 | 0.27 | 0.47 | -0.46 | 0.03 | 0.22 | 0.2 | 0.31 | 0.62 | -0.01 | -0.14 | -0.12 | 0.17 | 0.03 | -0.75 | -0.39 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -0.01 | 0.03 | 0.02 | 0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.02 | -0.03 | -0.02 | 0.0 | 0.0 | 0.01 | -0.05 |
| Beta(%) | NA | 0.95 | 1.0 | 0.96 | 0.96 | 0.93 | NA | 0.95 | 1.02 | 0.83 | 0.95 | 0.91 | 0.94 | 0.88 | 0.86 | 0.91 | 0.85 | 0.87 | 0.91 | 0.93 | 0.9 | 0.89 | 0.98 | 1.01 | 0.99 | 1.0 | 0.98 | 0.9 | 1.04 | 1.06 | 1.1 | 0.94 | 1.01 | 1.07 | 0.92 |
| RS | NA | 0.96 | 0.96 | 0.96 | 0.97 | 0.97 | NA | 0.96 | 0.96 | 0.78 | 0.99 | 0.96 | 0.97 | 0.94 | 0.95 | 0.98 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.98 | 0.98 | 0.98 | 0.97 | 0.88 | 0.94 | 0.94 | 0.84 | 0.87 | 0.95 | 0.95 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/1996
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