DFA US Large Cap Value Portfolio (DFLVX)

Mutual Fund Price Chart +

Quarterly Returns +

Year 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 - -32 10.2 -2.4 3.5 0.1 -0.2 1.6 13.5 13.1 -
Q2 - 15.7 0.9 2.8 2.2 4 1.5 5.6 4.4 -4.8 -
Q3 - 5.9 -0.6 5.5 4.6 5.1 -9.4 -0.2 5.3 8.5 -
Q4 - - 6.4 -15 6.9 8.7 5.2 2.7 12.3 3.2 -

Monthly Returns +

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021 - - - - - - - - - - - -
2020 -4.11 -10.57 -20.74 13.08 4.14 -1.78 3.16 5.48 -0.34 0.22 15.8 4.02

Annual Returns +

Year 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
DFLVX10.6%3.9%-15.2%34.4%18.2%10.2%20.2%-2.8%-40.8%30.4%20.4%-3.1%22.1%40.3%10.1%-3.4%18.9%19%-11.7%20.3%-3%0%
^RLV - Russell 1000? Value Index0%0%0%26.7%13.7%4.4%19.2%-2.7%-38.8%16.3%12.9%-2.1%14.5%29.4%10.9%-6.2%14.3%10.9%-10.6%23.2%-0%16.5%


DFLVX and ^RLV - Russell 1000? Value Index



Alpha DFLVX and ^RLV - Russell 1000? Value Index