DFA US Small Cap Portfolio (DFSTX)

Mutual Fund Price Chart +

Quarterly Returns +

Year 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 - -33 12.2 -1.5 1 1.8 4 0.8 12.5 12.7 -
Q2 - 23.2 0.3 9.5 0.9 1.7 0.4 2.2 5.6 -5 -
Q3 - 4.5 -2.6 2.6 5.4 7 -9.8 -6.9 8.4 5 -
Q4 - - 5.7 -19.3 2.6 11.5 2.8 8.8 10.3 2.7 -

Monthly Returns +

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021 - - - - - - - - - - - -
2020 -4.22 -9.81 -22.41 13.97 6.54 1.47 4.18 5.54 -1.88 2.4 15.29 4.62

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
DFSTX2.5%12.9%-19.1%51.5%17.9%6%16.5%-3%-36%36.4%30.7%-3.2%18.4%42.2%4.4%-3.2%23.6%11.6%-13.2%17.7%9.7%0%
^RUT - Russell 2000? Index-4.2%1%-21.6%45.4%17%3.3%17%-2.7%-34.8%25.2%25.3%-5.5%14.6%37%3.5%-5.7%19.5%13.1%-12.2%23.7%18.4%13.8%


DFSTX and ^RUT - Russell 2000? Index



Alpha DFSTX and ^RUT - Russell 2000? Index