DFA US Core Equity Class I (DFA381)

34.37 +0.48 (+1.42%) CAD  |  Mar 31 2023
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DFA381 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 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
DFA US Core Equity Class I
45.14%
19.77%
16.20%
12.27%
11.01%
-1.26%
22.17%
12.18%
27.12%
-8.70%
5.03%
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%
4.11%
RBC QUBE Low Vol U.S. Equity Fund O
33.09%
26.69%
22.27%
10.69%
12.54%
10.38%
19.26%
2.70%
21.98%
-1.33%
1.40%
NEI US Equity RS I
38.52%
23.30%
17.51%
2.08%
9.51%
8.10%
24.98%
8.62%
24.84%
-4.22%
3.89%
SEI US Large Company Class O
44.62%
20.90%
20.34%
3.54%
13.03%
1.52%
21.65%
9.38%
24.68%
-7.91%
4.04%
HSBC US Equity Pooled
47.18%
22.36%
15.74%
13.41%
9.48%
-1.92%
22.14%
4.87%
26.67%
-13.44%
5.13%
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
DFA US Core Equity Class I
-0.05%
5.03%
12.65%
0.93%
18.85%
10.32%
13.75%
11.07%
--
10.32%
S&P/TSX 60 Index Total Return
-0.47%
4.11%
9.89%
-5.66%
17.41%
9.28%
8.45%
6.07%
9.18%
7.66%
RBC QUBE Low Vol U.S. Equity Fund O
2.12%
1.40%
10.61%
5.79%
13.55%
10.50%
13.84%
--
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15.14%
NEI US Equity RS I
3.12%
3.89%
12.35%
5.19%
15.43%
12.61%
13.72%
11.47%
8.94%
3.86%
SEI US Large Company Class O
0.61%
4.04%
13.21%
1.55%
15.66%
9.61%
13.35%
10.63%
9.00%
5.33%
HSBC US Equity Pooled
1.00%
5.13%
12.11%
-1.66%
16.12%
7.69%
12.60%
9.52%
7.57%
5.45%
As of March 31, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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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