DFA US Small Cap I (DFSTX)

44.25 -0.67 (-1.49%) USD  |  Mar 2

DFSTX Performance

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Performance Versus Category

 
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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 02, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
DFA US Small Cap I
-3.15%
18.39%
42.21%
4.44%
-3.29%
23.53%
11.52%
-13.13%
21.75%
11.17%
15.17%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
3.30%
DFA Tax-Managed US Small Cap
-3.04%
18.55%
43.37%
3.88%
-3.43%
23.99%
11.87%
-13.12%
21.89%
10.36%
15.01%
Fidelity® Small Cap Index
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16.38%
39.02%
5.19%
-4.24%
21.63%
14.85%
-10.88%
25.71%
19.99%
13.13%
Columbia Small Cap Index Inst2
0.79%
16.18%
41.01%
5.49%
-2.27%
26.25%
13.09%
-8.72%
22.61%
11.22%
15.73%
Vanguard Tax-Managed Small Cap Adm
1.22%
16.03%
41.00%
6.23%
-1.85%
25.73%
13.05%
-8.62%
23.28%
11.05%
15.92%
As of March 02, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
DFA US Small Cap I
7.01%
22.57%
39.03%
44.40%
11.13%
13.94%
11.41%
8.91%
10.00%
10.70%
S&P 500 Total Return
1.30%
5.88%
8.93%
27.46%
15.04%
16.53%
13.76%
9.86%
8.00%
10.26%
DFA Tax-Managed US Small Cap
7.01%
22.46%
38.73%
42.80%
10.80%
13.97%
11.45%
8.04%
9.16%
9.89%
Fidelity® Small Cap Index
3.82%
21.68%
40.81%
48.91%
14.98%
17.68%
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14.81%
Columbia Small Cap Index Inst2
6.78%
23.28%
41.34%
44.56%
13.04%
16.13%
13.02%
9.73%
10.42%
10.23%
Vanguard Tax-Managed Small Cap Adm
6.87%
23.36%
41.05%
44.74%
13.25%
16.21%
13.19%
9.87%
10.64%
11.35%
As of March 02, 2021. 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 January 31, 2021