DFA US Small Cap I (DFSTX)

41.05 +0.87 (+2.17%) USD  |  May 26 2022

DFSTX Performance

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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 May 26, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
DFA US Small Cap I
18.39%
42.21%
4.44%
-3.29%
23.53%
11.52%
-13.13%
21.75%
11.17%
30.61%
-12.62%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-14.35%
Fidelity® Small Cap Index
16.38%
39.02%
5.19%
-4.24%
21.63%
14.85%
-10.88%
25.71%
19.99%
14.71%
-17.67%
Delaware Small Cap Core I
15.62%
43.24%
8.85%
-3.35%
21.39%
14.21%
-11.59%
26.02%
15.37%
23.19%
-14.25%
Voya Russell Small Cap Index Port I
16.04%
38.75%
4.93%
-4.55%
21.11%
14.27%
-11.27%
25.17%
19.56%
14.34%
-17.87%
TIAA-CREF Quant Small-Cap Equity Instl
14.07%
39.99%
6.92%
0.14%
19.97%
15.01%
-11.97%
23.86%
12.82%
25.06%
-15.48%
As of May 26, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
DFA US Small Cap I
-0.27%
-6.82%
-10.61%
-7.08%
11.94%
8.39%
11.64%
8.01%
9.27%
10.21%
S&P 500 Total Return
-2.65%
-7.10%
-11.03%
-1.91%
14.72%
12.94%
14.13%
8.98%
8.96%
10.08%
Fidelity® Small Cap Index
-2.62%
-9.57%
-17.59%
-17.37%
8.07%
7.31%
10.77%
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11.11%
Delaware Small Cap Core I
-2.29%
-8.15%
-12.77%
-9.65%
10.84%
8.59%
11.96%
7.93%
9.48%
10.41%
Voya Russell Small Cap Index Port I
-2.68%
-9.70%
-17.82%
-17.73%
7.63%
6.88%
10.37%
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8.88%
TIAA-CREF Quant Small-Cap Equity Instl
-2.60%
-9.49%
-14.30%
-11.60%
9.12%
7.96%
11.47%
7.20%
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10.29%
As of May 26, 2022. 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 April 30, 2022