DFA US Small Cap I (DFSTX)

39.28 +0.31 (+0.80%) USD  |  Mar 29 2023
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DFSTX 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 29, 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 Small Cap I
42.21%
4.44%
-3.29%
23.53%
11.52%
-13.13%
21.75%
11.17%
30.61%
-13.53%
1.47%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
JNL/DFA US Small Cap I
43.64%
2.05%
-4.84%
26.75%
10.37%
-13.37%
21.80%
13.54%
28.01%
-13.48%
1.25%
Delaware Small Cap Core I
43.24%
8.85%
-3.35%
21.39%
14.21%
-11.59%
26.02%
15.37%
23.19%
-15.92%
0.79%
Columbia Small Cap Index Inst
40.97%
5.48%
-2.26%
26.24%
13.10%
-8.71%
22.61%
11.20%
26.38%
-16.31%
0.58%
Vanguard Tax-Managed Small Cap Adm
41.00%
6.23%
-1.85%
25.73%
13.05%
-8.62%
23.28%
11.05%
27.08%
-16.14%
0.59%
As of March 29, 2023.

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
-6.05%
1.03%
10.92%
-9.39%
24.65%
6.47%
9.01%
9.47%
10.80%
9.94%
S&P 500 Total Return
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
JNL/DFA US Small Cap I
-6.57%
0.96%
10.73%
-10.23%
25.01%
6.46%
8.90%
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9.68%
Delaware Small Cap Core I
-5.65%
0.27%
7.36%
-12.14%
19.44%
6.27%
9.50%
9.67%
10.37%
9.97%
Columbia Small Cap Index Inst
-6.96%
0.13%
9.06%
-13.23%
21.58%
5.67%
9.41%
9.37%
10.75%
9.04%
Vanguard Tax-Managed Small Cap Adm
-6.94%
0.14%
9.06%
-13.23%
21.62%
5.91%
9.64%
9.56%
10.93%
9.96%
As of March 29, 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