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DFA US Small Cap Growth Instl (DSCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.51-0.13 (-0.49%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.40%
5-year average return11.40%
Number of years up8
Number of years down3
Best 1-yr total return (24 June 2024)42.73%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return42.73%
Worst 3-yr total return6.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSCGXCategory
YTD7.04%12.40%
1-month5.02%3.37%
3-month2.25%4.88%
1-year25.14%55.69%
3-year4.83%19.34%
5-year13.07%20.72%
10-year9.87%13.98%
Last bull market29.30%27.85%
Last bear market-14.17%-24.06%

Annual total return (%) history

Year
DSCGXCategory
2024
N/AN/A
2023
21.24%N/A
2022
-17.77%N/A
2021
25.93%N/A
2020
19.34%38.62%
2019
26.16%27.68%
2018
-12.34%-5.76%
2017
16.21%21.50%
2016
17.13%11.20%
2015
-1.61%-2.41%
2014
4.23%2.44%
2013
42.73%40.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.69%N/AN/AN/A
20237.68%5.87%-4.47%11.32%
2022-9.75%-14.17%-3.28%9.75%
202112.07%4.57%-0.99%8.53%
2020-30.33%27.16%6.79%26.14%
201914.23%3.77%-1.25%7.79%
2018-1.37%5.92%5.08%-20.14%
20172.46%2.84%4.72%5.31%
20161.37%1.40%5.69%7.82%
20155.84%0.81%-10.23%2.74%
2014-0.58%2.22%-5.79%8.87%
201311.58%4.39%11.24%10.15%

Rank in category (by total return)

YTD28
1-month42
3-month23
1-year18
3-year5
5-year10

Load adjusted returns

1-year25.14%
3-year4.83%
5-year13.07%
10-year9.87%