DFA US Small Cap I (DFSTX)

36.28 +0.12 (+0.33%) USD  |  Dec 2

DFSTX Performance

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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 December 02, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
YTD
DFA US Small Cap I
30.70%
-3.15%
18.39%
42.21%
4.44%
-3.29%
23.53%
11.52%
-13.13%
21.75%
4.46%
S&P 500 Total Return
15.06%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
15.52%
DFA Tax-Managed US Small Cap
28.60%
-3.04%
18.55%
43.37%
3.88%
-3.43%
23.99%
11.87%
-13.12%
21.89%
3.64%
Fidelity® Small Cap Index
--
--
16.38%
39.02%
5.19%
-4.24%
21.63%
14.85%
-10.88%
25.71%
11.56%
JNL/DFA US Small Cap I
--
--
--
43.64%
2.05%
-4.84%
26.75%
10.37%
-13.37%
21.80%
6.41%
DFA US Micro Cap I
31.29%
-3.25%
18.24%
45.06%
2.92%
-3.62%
25.63%
11.18%
-11.60%
20.66%
-0.03%
As of December 02, 2020.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
DFA US Small Cap I
14.74%
13.43%
26.56%
8.77%
3.44%
7.64%
10.11%
7.98%
9.21%
10.02%
S&P 500 Total Return
11.04%
2.88%
20.11%
20.04%
13.74%
14.29%
13.95%
9.61%
7.36%
10.15%
DFA Tax-Managed US Small Cap
14.33%
13.28%
26.06%
7.68%
3.17%
7.62%
10.15%
7.12%
8.38%
9.00%
Fidelity® Small Cap Index
17.28%
15.72%
30.41%
15.99%
7.74%
10.75%
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12.81%
JNL/DFA US Small Cap I
15.64%
14.58%
28.66%
10.83%
4.07%
8.37%
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10.14%
DFA US Micro Cap I
15.75%
14.21%
27.53%
4.56%
2.04%
7.23%
9.93%
7.17%
9.53%
11.31%
As of December 02, 2020. 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 October 31, 2020