DFA US Core Equity A (DFA292)

32.22 -0.45 (-1.39%) CAD  |  Mar 17 2023
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DFA292 Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 17, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
DFA US Core Equity A
42.90%
18.07%
14.65%
10.67%
9.46%
-2.62%
20.50%
10.69%
25.42%
-9.90%
1.25%
S&P/TSX 60 Index Total Return
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
0.34%
RBC QUBE Low Vol U.S. Equity Fund A
30.47%
24.18%
19.84%
8.58%
10.50%
8.36%
17.10%
0.81%
19.75%
-3.12%
-1.51%
CIBC US Index Premium
40.72%
23.37%
19.91%
7.85%
13.27%
3.03%
24.16%
15.31%
27.00%
-12.98%
3.70%
FÉRIQUE American Equity
43.54%
21.38%
18.88%
8.54%
9.12%
-0.62%
22.96%
13.05%
21.83%
-9.93%
3.21%
HSBC US Equity Premium
44.72%
20.43%
20.72%
8.09%
6.80%
1.71%
21.20%
18.88%
25.38%
-13.56%
0.81%
As of March 17, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
DFA US Core Equity A
-4.82%
0.15%
4.50%
-3.05%
16.28%
6.96%
11.79%
9.78%
--
7.21%
S&P/TSX 60 Index Total Return
-5.46%
0.16%
1.06%
-8.65%
18.64%
7.98%
7.99%
6.04%
8.92%
7.51%
RBC QUBE Low Vol U.S. Equity Fund A
-2.01%
-2.28%
3.98%
2.31%
10.33%
7.11%
11.66%
--
--
12.76%
CIBC US Index Premium
-2.05%
2.23%
5.32%
-2.50%
15.33%
9.50%
14.33%
--
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15.06%
FÉRIQUE American Equity
-1.90%
1.97%
4.22%
-2.42%
14.57%
8.30%
12.89%
10.12%
7.51%
7.18%
HSBC US Equity Premium
-4.25%
-0.49%
1.70%
-5.56%
14.89%
8.40%
13.13%
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12.82%
As of March 17, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023