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DFA International Core Equity I (DFIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.97+0.14 (+0.88%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.90%
5-year average return6.97%
Number of years up12
Number of years down6
Best 1-yr total return (1 July 2024)39.29%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return39.29%
Worst 3-yr total return-0.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFIEXCategory
YTD7.22%9.07%
1-month5.26%-1.09%
3-month6.24%5.12%
1-year20.07%33.76%
3-year2.98%8.50%
5-year8.86%10.08%
10-year5.00%5.80%
Last bull market19.90%14.90%
Last bear market-13.60%-23.70%

Annual total return (%) history

Year
DFIEXCategory
2024
N/AN/A
2023
17.49%N/A
2022
-13.48%N/A
2021
13.87%N/A
2020
7.72%9.30%
2019
21.68%21.59%
2018
-17.40%-14.59%
2017
28.05%25.12%
2016
5.34%0.79%
2015
-0.21%-1.59%
2014
-5.98%-4.98%
2013
23.43%19.44%
2012
18.74%18.29%
2011
-15.11%-13.97%
2010
13.91%10.24%
2009
39.29%31.24%
2008
-44.01%-43.99%
2007
8.49%12.71%
2006
26.94%24.77%
2005
N/A14.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.67%N/AN/AN/A
20237.51%2.09%-2.96%10.32%
2022-4.95%-13.60%-10.44%17.63%
20216.09%5.37%-0.81%2.71%
2020-27.64%18.70%6.81%17.42%
201910.07%2.44%-1.35%9.39%
2018-0.96%-2.00%0.25%-15.11%
20177.53%6.38%6.93%4.69%
2016-0.90%-0.92%7.69%-0.37%
20154.13%2.60%-10.16%3.98%
20142.13%3.83%-7.22%-4.44%
20134.44%-1.57%13.14%6.13%
201212.84%-8.63%7.09%7.54%
20114.18%0.33%-21.27%3.15%
20103.01%-13.64%17.41%9.05%
2009-13.49%31.34%21.69%0.74%
2008-6.96%-3.98%-19.39%-22.25%
20075.60%5.99%0.54%-3.58%
200610.76%-0.67%4.02%10.92%
20055.31%N/AN/AN/A

Rank in category (by total return)

YTD47
1-month18
3-month18
1-year18
3-year26
5-year19

Load adjusted returns

1-year20.07%
3-year2.98%
5-year8.86%
10-year5.00%