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DFIPX: DFA Intl Val Ptf Class R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/09/2008 |
| Last Dividend Date: | 03/30/2023 |
| 12-Mo. Yield | 3.83% |
| Expenses | 0.52% |
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Performance Analytics (As of 06/16/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/09/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 13.2 | 14.6 | 3.1 | 4.7 | 3.2 | 3.7 | 8.2 | -3.6 | 18.4 | -2.3 | 15.4 | -17.7 | 25.8 | 8.0 | -6.5 | -7.3 | 22.8 | 16.3 | -17.1 | 6.0 | 53.5 | -33.7 |
| Sharpe Ratio | NA | 0.53 | 0.73 | 0.09 | 0.21 | NA | 0.13 | 1.05 | -0.23 | 1.23 | -0.07 | 1.13 | -1.3 | 2.86 | 0.37 | -0.38 | -0.59 | 1.59 | 0.86 | -0.57 | 0.25 | 1.47 | -0.91 |
| Draw Down(%) | NA | 15.2 | 25.3 | 43.2 | 48.4 | NA | 58.3 | 8.8 | 25.3 | 9.3 | 41.8 | 12.7 | 26.4 | 3.2 | 16.0 | 21.0 | 15.7 | 9.8 | 19.2 | 30.2 | 22.4 | 34.0 | 53.8 |
| Standard Deviation(%) | NA | 19.4 | 18.5 | 21.9 | 18.8 | NA | 24.1 | 14.6 | 22.1 | 14.8 | 36.4 | 12.3 | 14.8 | 8.8 | 20.8 | 17.0 | 12.3 | 14.3 | 19.0 | 29.9 | 24.3 | 36.4 | 57.6 |
| Treynor Ratio | NA | 0.1 | 0.13 | 0.02 | 0.04 | NA | 0.03 | 0.16 | -0.05 | 0.18 | -0.02 | 0.13 | -0.18 | 0.22 | 0.07 | -0.06 | -0.07 | 0.21 | 0.15 | -0.16 | 0.05 | 0.44 | -0.5 |
| Alpha | NA | -0.03 | 0.01 | -0.01 | 0.0 | NA | 0.0 | -0.04 | 0.03 | 0.03 | -0.04 | -0.02 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | 0.04 | 0.08 |
| Beta | NA | 1.04 | 1.01 | 1.07 | 1.08 | NA | 1.09 | 0.98 | 0.97 | 1.04 | 1.14 | 1.08 | 1.09 | 1.13 | 1.13 | 1.05 | 1.05 | 1.07 | 1.11 | 1.1 | 1.1 | 1.21 | 1.04 |
| RSquared | NA | 0.89 | 0.89 | 0.9 | 0.92 | NA | 0.92 | 0.81 | 0.9 | 0.88 | 0.92 | 0.92 | 0.94 | 0.86 | 0.95 | 0.96 | 0.93 | 0.94 | 0.96 | 0.98 | 0.96 | 0.94 | 0.9 |
| Yield(%) | N/A | 3.8 | 4.4 | 3.5 | 3.5 | 6.7 | N/A | 0.2 | 3.4 | 4.8 | 2.1 | 3.9 | 4.8 | 3.2 | 3.3 | 3.0 | 4.2 | 2.9 | 3.1 | 3.1 | 2.2 | 19.1 | 19.2 |
| Dividend Growth(%) | N/A | -16.7 | -11.2 | 33.8 | N/A | N/A | N/A | -95.5 | -19.4 | 119.0 | -39.5 | -38.4 | 84.4 | 2.3 | 0.6 | -35.7 | 67.2 | 3.0 | -16.8 | 285.1 | -85.0 | -46.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/09/2008
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