It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
DFUEX: DFA US Social Core Eq 2 Portfolio (MUTUAL FUND)
Basic Info 36.35 1.03(2.76%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 11/27/2007 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 0.73% |
| Expenses | 0.21% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 10.1 | 27.0 | 21.3 | 10.5 | 13.4 | 12.3 | 10.0 | 16.0 | 22.1 | 25.9 | -20.4 | 23.2 | 15.8 | 30.2 | -10.0 | 19.0 | 17.8 | -4.6 | 8.0 | 37.1 | 17.5 | -2.6 | 21.9 | 27.8 | -39.4 | 2.4 |
| Sharpe Ratio | NA | 1.95 | 2.05 | 1.19 | 0.46 | 0.63 | NA | 0.41 | 0.65 | 1.27 | 1.5 | -0.87 | 1.46 | 0.47 | 2.05 | -0.67 | 2.07 | 1.15 | -0.3 | 0.62 | 2.93 | 1.16 | -0.09 | 1.0 | 0.82 | -0.91 | 1.32 |
| Draw Down(%) | NA | 10.2 | 10.2 | 21.5 | 28.0 | 38.0 | NA | 58.8 | 20.8 | 9.3 | 12.2 | 25.6 | 8.7 | 38.0 | 8.3 | 22.7 | 4.2 | 11.8 | 13.7 | 9.9 | 5.2 | 12.5 | 26.0 | 18.8 | 32.3 | 51.7 | 5.4 |
| Standard Deviation(%) | NA | 15.6 | 13.7 | 16.5 | 18.5 | 19.0 | NA | 22.0 | 20.1 | 14.5 | 15.0 | 25.3 | 15.8 | 33.1 | 14.0 | 17.0 | 8.9 | 15.2 | 15.6 | 12.8 | 12.6 | 15.2 | 28.2 | 21.9 | 33.9 | 44.2 | 21.3 |
| Treynor Ratio | NA | 0.3 | 0.28 | 0.19 | 0.08 | 0.13 | NA | 0.09 | 0.12 | 0.17 | 0.24 | -0.23 | 0.24 | 0.22 | 0.27 | -0.11 | 0.17 | 0.18 | -0.05 | 0.08 | 0.37 | 0.18 | -0.03 | 0.22 | 0.27 | -0.41 | 0.28 |
| Alpha | NA | 0.03 | 0.04 | 0.02 | 0.01 | 0.01 | NA | 0.0 | 0.01 | 0.02 | 0.04 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | -0.02 | 0.01 | 0.01 | 0.0 | -0.01 | -0.04 | 0.01 | -0.06 |
| Beta | NA | 1.03 | 1.01 | 1.05 | 1.0 | 0.89 | NA | 0.96 | 1.09 | 1.07 | 0.95 | 0.96 | 0.97 | 0.7 | 1.06 | 1.03 | 1.07 | 0.97 | 1.0 | 0.99 | 0.99 | 1.0 | 1.03 | 1.0 | 1.03 | 0.98 | 1.02 |
| RSquared | NA | 0.83 | 0.82 | 0.89 | 0.91 | 0.8 | NA | 0.9 | 0.91 | 0.85 | 0.93 | 0.95 | 0.85 | 0.61 | 0.94 | 0.97 | 0.88 | 0.95 | 0.96 | 0.94 | 0.96 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 1.0 | 1.1 | 2.2 | 1.1 | 1.2 | 1.3 | 4.5 | 2.8 | 3.1 | 2.9 | 3.2 | 3.5 | 3.9 | 3.0 | 1.3 | 0.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.6 | -36.6 | 56.1 | 12.9 | 0.8 | -62.7 | 42.1 | 4.9 | 24.8 | -18.5 | -3.2 | 13.9 | 53.4 | 122.3 | 69.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
Latest Articles Related to DFUEX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
