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DFA US Core Equity 2 I (DFQTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.04-0.02 (-0.06%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.70%
5-year average return13.81%
Number of years up13
Number of years down5
Best 1-yr total return (27 June 2024)37.76%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return37.76%
Worst 3-yr total return7.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFQTXCategory
YTD10.04%5.31%
1-month4.92%-4.19%
3-month4.04%3.90%
1-year28.44%20.31%
3-year8.17%6.48%
5-year15.14%11.78%
10-year11.02%10.96%
Last bull market26.90%25.56%
Last bear market-14.75%-15.11%

Annual total return (%) history

Year
DFQTXCategory
2024
N/AN/A
2023
21.86%22.32%
2022
-14.24%-16.96%
2021
28.51%26.07%
2020
15.70%15.83%
2019
29.38%28.78%
2018
-9.62%-6.27%
2017
18.94%20.44%
2016
16.58%10.37%
2015
-3.07%-1.07%
2014
9.32%10.96%
2013
37.76%31.50%
2012
18.08%14.96%
2011
-2.09%-1.27%
2010
21.81%14.01%
2009
29.15%28.17%
2008
-36.86%-37.79%
2007
0.51%6.16%
2006
16.99%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.00%N/AN/AN/A
20235.22%6.86%-2.90%11.62%
2022-4.37%-14.75%-4.35%9.98%
202110.51%6.54%-0.52%9.72%
2020-25.55%22.39%7.82%17.76%
201913.43%3.68%0.63%9.33%
2018-1.05%3.15%5.88%-16.37%
20174.13%2.15%4.83%6.67%
20161.45%2.02%5.26%7.01%
20152.14%0.16%-9.12%4.26%
20141.97%4.47%-1.95%4.67%
201312.15%3.55%7.16%10.69%
201212.76%-4.16%6.84%2.26%
20117.76%-1.30%-19.16%13.87%
20108.20%-11.27%11.58%13.72%
2009-13.05%19.26%19.17%4.50%
2008-9.08%-1.81%-6.74%-24.17%
20071.92%5.88%-1.39%-5.55%
20067.50%-2.27%3.19%7.91%
20051.96%N/AN/AN/A

Rank in category (by total return)

YTD57
1-month31
3-month25
1-year31
3-year49
5-year41

Load adjusted returns

1-year28.44%
3-year8.17%
5-year15.14%
10-year11.02%