DFA US Small Cap Value I (DFSVX)

41.37 +0.25 (+0.61%) USD  |  Aug 05 2022

DFSVX 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 August 05, 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 Value I
21.72%
42.38%
3.48%
-7.81%
28.26%
7.21%
-15.13%
18.12%
2.23%
39.84%
-4.40%
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%
-12.24%
Delaware Small Cap Value Instl
13.37%
32.50%
5.64%
-6.20%
31.35%
11.99%
-17.35%
28.16%
-1.23%
34.24%
-10.98%
Acclivity Small Cap Value I
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18.44%
7.51%
38.60%
-4.47%
Invesco Small Cap Value Y
22.91%
44.55%
7.43%
-8.64%
18.61%
18.58%
-25.11%
32.35%
11.15%
36.83%
-2.07%
American Century Small Cap Value I
16.84%
35.24%
4.58%
-2.58%
26.49%
10.39%
-16.87%
33.71%
9.16%
37.22%
-8.64%
As of August 05, 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 Value I
9.76%
-0.52%
-1.45%
4.24%
16.12%
8.40%
11.14%
7.58%
10.73%
11.15%
S&P 500 Total Return
8.30%
0.40%
-7.17%
-5.01%
15.27%
12.85%
13.74%
9.55%
10.51%
10.10%
Delaware Small Cap Value Instl
7.14%
-3.24%
-7.08%
-2.33%
10.48%
6.51%
9.90%
7.99%
10.21%
10.91%
Acclivity Small Cap Value I
9.06%
0.00%
-1.29%
3.37%
17.02%
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15.63%
Invesco Small Cap Value Y
9.05%
-3.96%
-2.85%
5.75%
20.42%
10.40%
12.85%
9.79%
11.71%
10.80%
American Century Small Cap Value I
8.26%
0.93%
-3.33%
-3.51%
15.75%
10.39%
12.30%
9.66%
11.32%
11.47%
As of August 05, 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 June 30, 2022