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DFVQX: DFA International Vector Equity Instl (MUTUAL FUND)
Basic Info 12.65 0.05(0.40%) March 31
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 10/16/2008 |
| Last Dividend Date: | 12/12/2022 |
| 12-Mo. Yield | 0.83% |
| Expenses | 0.54% |
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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 | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.8 | 6.8 | -2.8 | 18.3 | 3.0 | 5.8 | 7.4 | -11.5 | 9.9 | 6.1 | 20.8 | -19.0 | 28.9 | 6.8 | -0.0 | -6.3 | 24.3 | 18.9 | -17.0 | 15.9 | 40.2 | -3.7 |
| SR | NA | 0.53 | -0.36 | 0.94 | 0.06 | 0.27 | 0.33 | -0.6 | 0.7 | 0.18 | 1.76 | -1.51 | 3.78 | 0.38 | 0.0 | -0.56 | 1.94 | 1.12 | -0.62 | 0.73 | 1.34 | -0.29 |
| DD(%) | NA | 7.8 | 23.6 | 27.4 | 42.0 | 44.6 | 44.6 | 27.3 | 10.3 | 39.8 | 10.0 | 27.1 | 2.6 | 13.1 | 16.5 | 16.0 | 9.4 | 17.6 | 28.8 | 19.2 | 29.0 | 25.1 |
| SD(%) | NA | 14.7 | 20.7 | 19.3 | 19.9 | 16.9 | 20.4 | 21.6 | 14.1 | 32.0 | 11.0 | 13.5 | 7.5 | 17.3 | 14.5 | 11.3 | 12.5 | 17.0 | 27.2 | 21.7 | 30.0 | 59.1 |
| TR | NA | 0.08 | -0.08 | 0.18 | 0.01 | 0.05 | 0.06 | -0.13 | 0.1 | 0.06 | 0.2 | -0.21 | 0.31 | 0.07 | 0.0 | -0.07 | 0.25 | 0.19 | -0.16 | 0.15 | 0.34 | -0.13 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 | -0.02 | -0.03 |
| Beta(%) | NA | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | 1.04 | 1.0 | 0.95 | 1.02 | 0.96 | 0.98 | 0.91 | 0.92 | 1.01 | 0.88 | 0.98 | 1.01 | 1.03 | 1.05 | 1.17 | 1.28 |
| RS | NA | 0.96 | 0.98 | 0.97 | 0.98 | 0.97 | 0.96 | 0.98 | 0.97 | 0.98 | 0.95 | 0.97 | 0.95 | 0.92 | 0.97 | 0.95 | 0.95 | 0.98 | 0.99 | 0.97 | 0.96 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2008
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See Foreign Small/Mid Value Asset Class Trend Rankings |
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