Find A Portfolio/Ticker
Comparison Box
DSCGX: DFA - U.S. Small Cap Growth Port (MUTUAL FUND)
Basic Info 29.03 0.18(0.62%) July 18
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 12/28/2012 |
| Last Dividend Date: | 03/28/2025 |
| 12-Mo. Yield | 0.51% |
| Expenses | 0.31% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/11/2025)
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(%) | -0.3 | 1.1 | 3.3 | 13.0 | 11.8 | 7.9 | 10.4 | 13.9 | 21.2 | -20.3 | 17.2 | 19.4 | 26.2 | -12.3 | 16.2 | 16.9 | -1.6 | 3.8 | 40.9 | 2.2 |
| Sharpe Ratio | NA | -0.01 | 0.18 | 0.45 | 0.47 | 0.31 | 0.45 | 0.41 | 1.0 | -0.82 | 0.84 | 0.5 | 1.56 | -0.75 | 1.32 | 0.96 | -0.1 | 0.24 | 2.82 | NA |
| Draw Down(%) | NA | 22.2 | 24.5 | 24.5 | 33.1 | 41.4 | 41.4 | 8.4 | 14.6 | 26.1 | 15.2 | 41.4 | 9.4 | 26.6 | 6.2 | 13.1 | 14.2 | 12.5 | 5.4 | 0.0 |
| Standard Deviation(%) | NA | 25.4 | 22.9 | 20.4 | 21.2 | 21.7 | 20.5 | 17.6 | 17.2 | 26.6 | 20.5 | 38.0 | 15.8 | 18.2 | 11.8 | 17.4 | 16.2 | 15.9 | 14.5 | 0.0 |
| Treynor Ratio | NA | 0.0 | 0.05 | 0.11 | 0.12 | 0.08 | 0.11 | 0.08 | 0.21 | -0.28 | 0.22 | 0.26 | 0.26 | -0.15 | 0.15 | 0.17 | -0.02 | 0.04 | 0.42 | 0.0 |
| Alpha | NA | 0.01 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.05 | -0.01 | -0.01 | -0.03 | -0.02 | 0.02 | 0.0 | 0.0 | 0.01 | NA |
| Beta | NA | 0.87 | 0.9 | 0.85 | 0.82 | 0.82 | 0.84 | 0.91 | 0.83 | 0.77 | 0.8 | 0.73 | 0.94 | 0.91 | 1.06 | 0.96 | 0.99 | 0.98 | 0.98 | NA |
| RSquared | NA | 0.95 | 0.94 | 0.91 | 0.85 | 0.76 | 0.78 | 0.92 | 0.88 | 0.9 | 0.66 | 0.53 | 0.88 | 0.93 | 0.85 | 0.94 | 0.95 | 0.94 | 0.94 | 0.0 |
| Yield(%) | N/A | 0.2 | 0.5 | 0.8 | 0.9 | 1.7 | N/A | 0.7 | 0.9 | 0.7 | 0.7 | 0.7 | 1.6 | 4.5 | 1.9 | 1.4 | 1.5 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -72.5 | -25.3 | -3.4 | -55.7 | N/A | N/A | -3.3 | 5.1 | 15.9 | 13.5 | -46.4 | -70.7 | 165.9 | 68.3 | -10.8 | 103.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.94% (99%)
- IWO (iShares Russell 2000 Growth ETF) 0.71% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 1.23% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 0.34% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 0.72% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 0.85% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 0.57% (23%)
Latest Articles Related to DSCGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
