DFA US Core Equity Class I (DFA381)
34.37
+0.48
(+1.42%)
CAD |
Mar 31 2023
DFA381 Performance
Cumulative Total Returns Versus Peers
Performance Versus Category
20%
15%
10%
5%
0
View Category Returns.
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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 31, 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
45.14%
19.77%
16.20%
12.27%
11.01%
-1.26%
22.17%
12.18%
27.12%
-8.70%
5.03%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
4.11%
33.09%
26.69%
22.27%
10.69%
12.54%
10.38%
19.26%
2.70%
21.98%
-1.33%
1.40%
44.62%
20.90%
20.34%
3.54%
13.03%
1.52%
21.65%
9.38%
24.68%
-7.91%
4.04%
As of March 31, 2023.
Periodic Total Returns Versus Peers
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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
As of March 31, 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.
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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