DFA Tax-Managed US Small Cap (DFTSX)

55.17 +1.39 (+2.58%) USD  |  Mar 5

DFTSX 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 March 05, 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 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%
15.47%
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%
2.57%
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%
16.16%
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%
11.17%
Fidelity® Series Small Cap Opps
-2.90%
11.89%
35.51%
2.27%
-0.55%
15.18%
12.02%
-7.63%
29.91%
17.04%
9.73%
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%
16.58%
As of March 05, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
DFA Tax-Managed US Small Cap
4.04%
19.37%
43.84%
48.49%
10.68%
13.66%
11.30%
8.08%
9.17%
9.91%
S&P 500 Total Return
-1.00%
4.25%
13.00%
29.30%
14.35%
16.21%
13.57%
9.82%
7.93%
10.24%
DFA US Small Cap I
4.59%
19.95%
44.74%
50.84%
11.16%
13.73%
11.31%
8.98%
10.03%
10.73%
Fidelity® Small Cap Index
-1.73%
16.10%
43.47%
50.17%
13.99%
16.92%
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14.58%
Fidelity® Series Small Cap Opps
-0.40%
14.92%
39.27%
41.80%
14.72%
15.77%
10.84%
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8.87%
Vanguard Tax-Managed Small Cap Adm
3.97%
20.22%
46.42%
49.53%
13.19%
15.95%
13.03%
9.94%
10.66%
11.37%
As of March 05, 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 February 28, 2021