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DISMX: DFA - International Small Cap Growth Por (MUTUAL FUND)
Basic Info 18.05 0.11(0.61%) July 09
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 12/28/2012 |
| Last Dividend Date: | 03/28/2025 |
| 12-Mo. Yield | 1.72% |
| Expenses | 0.47% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/28/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 21.9 | 20.4 | 13.3 | 7.7 | 6.1 | 7.3 | 1.3 | 11.6 | -25.2 | 8.7 | 16.4 | 25.8 | -18.0 | 34.6 | 1.0 | 10.5 | -6.2 | 25.4 | 1.0 |
| Sharpe Ratio | NA | 2.53 | 1.09 | 0.56 | 0.33 | 0.28 | 0.39 | -0.41 | 0.53 | -1.09 | 0.62 | 0.6 | 2.3 | -1.43 | 4.71 | 0.05 | 0.8 | -0.58 | 2.39 | NA |
| Draw Down(%) | NA | 12.4 | 14.2 | 19.6 | 41.8 | 41.8 | 41.8 | 9.2 | 15.6 | 36.2 | 13.4 | 38.7 | 8.7 | 26.4 | 2.7 | 12.2 | 11.5 | 15.5 | 8.9 | 0.0 |
| Standard Deviation(%) | NA | 17.5 | 15.7 | 16.4 | 16.8 | 16.5 | 15.6 | 12.8 | 13.8 | 24.3 | 13.9 | 27.0 | 10.6 | 13.5 | 7.2 | 15.8 | 13.1 | 10.7 | 10.6 | 0.0 |
| Treynor Ratio | NA | 0.74 | 0.28 | 0.13 | 0.09 | 0.07 | 0.09 | -0.1 | 0.11 | -0.4 | 0.17 | 0.31 | 0.37 | -0.3 | 0.56 | 0.01 | 0.14 | -0.08 | 0.35 | 0.0 |
| Alpha | NA | 0.08 | 0.03 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.06 | -0.03 | 0.02 | -0.05 | 0.03 | 0.0 | 0.04 | -0.01 | 0.03 | NA |
| Beta | NA | 0.6 | 0.62 | 0.69 | 0.64 | 0.64 | 0.65 | 0.51 | 0.7 | 0.66 | 0.51 | 0.52 | 0.66 | 0.65 | 0.61 | 0.82 | 0.74 | 0.76 | 0.72 | NA |
| RSquared | NA | 0.73 | 0.71 | 0.79 | 0.76 | 0.66 | 0.67 | 0.6 | 0.78 | 0.83 | 0.68 | 0.36 | 0.81 | 0.8 | 0.58 | 0.83 | 0.83 | 0.8 | 0.82 | 0.0 |
| Yield(%) | N/A | 0.1 | 1.7 | 2.1 | 2.0 | 2.9 | N/A | 2.5 | 2.4 | 1.6 | 1.4 | 1.3 | 2.8 | 4.3 | 5.4 | 2.0 | 3.4 | 1.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -95.4 | -10.3 | 7.0 | -39.6 | N/A | N/A | 13.6 | 8.4 | 18.3 | 29.9 | -44.9 | -49.3 | 3.8 | 173.1 | -38.0 | 132.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2012
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