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DISVX: DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - INSTITUTIO (MUTUAL FUND)
Basic Info 33.31 0.78(2.29%) June 05
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/24/1995 |
| Last Dividend Date: | 03/30/2026 |
| 12-Mo. Yield | 8.32% |
| Expenses | 0.43% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.5 | 7.7 | 32.1 | 25.2 | 13.0 | 10.7 | 8.8 | 7.5 | 8.9 | 52.2 | 7.9 | 17.6 | -9.8 | 15.8 | 0.9 | 21.0 | -23.4 | 28.0 | 8.0 | 4.0 | -5.0 | 32.4 | 22.3 | -17.5 | 18.0 | 39.5 | -41.3 | 2.9 | 28.0 | 23.6 | 34.8 | 66.5 | 5.8 | -4.6 | -3.1 | 19.0 | 5.3 | -22.7 | 0.9 | 4.1 |
| Sharpe Ratio | NA | 1.58 | 2.5 | 1.61 | 0.72 | 0.56 | NA | NA | 0.45 | 3.22 | 0.32 | 1.04 | -0.53 | 1.13 | 0.02 | 1.75 | -1.83 | 3.42 | 0.43 | 0.28 | -0.4 | 2.6 | 1.35 | -0.67 | 0.88 | 1.58 | -1.34 | -0.02 | 1.86 | 2.27 | 2.7 | 6.87 | 0.45 | -0.6 | -0.78 | 1.71 | 0.12 | -2.36 | -0.43 | 7.67 |
| Draw Down(%) | NA | 13.3 | 13.3 | 13.7 | 27.4 | 49.2 | NA | NA | 61.3 | 13.7 | 8.7 | 10.1 | 27.4 | 8.3 | 42.1 | 11.0 | 30.9 | 3.4 | 13.2 | 14.3 | 17.0 | 9.2 | 18.6 | 29.4 | 19.5 | 25.0 | 52.5 | 16.1 | 17.0 | 7.9 | 12.7 | 6.4 | 19.4 | 15.7 | 12.1 | 6.6 | 25.0 | 26.3 | 10.5 | 0.8 |
| Standard Deviation(%) | NA | 17.9 | 14.4 | 14.8 | 16.1 | 16.8 | NA | NA | 16.2 | 15.4 | 13.5 | 13.5 | 21.4 | 14.0 | 28.9 | 11.2 | 13.5 | 8.0 | 18.2 | 14.1 | 12.4 | 12.4 | 16.6 | 26.2 | 20.5 | 25.0 | 31.4 | 15.4 | 13.3 | 9.4 | 12.5 | 9.6 | 10.4 | 11.9 | 9.4 | 9.2 | 14.8 | 11.1 | 6.3 | 6.3 |
| Treynor Ratio | NA | 0.28 | 0.36 | 0.24 | 0.12 | 0.09 | NA | NA | 0.07 | 0.5 | 0.04 | 0.14 | -0.11 | 0.16 | 0.01 | 0.2 | -0.25 | 0.27 | 0.08 | 0.04 | -0.05 | 0.32 | 0.22 | -0.18 | 0.18 | 0.39 | -0.42 | 0.0 | 0.25 | 0.21 | 0.34 | 0.66 | 0.05 | -0.07 | -0.07 | 0.16 | 0.02 | -0.26 | -0.03 | 0.48 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.1 | 4.8 | 4.4 | 2.1 | 3.9 | 1.8 | 4.6 | 4.2 | 6.9 | 6.0 | 3.5 | 3.6 | 4.5 | 4.0 | 3.8 | 3.6 | 2.3 | 2.9 | 9.7 | 9.4 | 7.8 | 5.7 | 3.7 | 2.1 | 2.3 | 5.3 | 2.8 | 4.3 | 4.1 | 4.2 | 0.5 |
| Dividend Growth(%) | N/A | -98.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 122.0 | 21.7 | 81.9 | -39.9 | 113.0 | -54.1 | -21.8 | -25.6 | 18.9 | 69.5 | -10.6 | 0.3 | 29.6 | -13.7 | 17.8 | 116.3 | -55.1 | -71.8 | 19.6 | 43.1 | 73.1 | 150.7 | 86.4 | -17.4 | -60.2 | 120.2 | -34.1 | -22.4 | -5.7 | 835.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/1995
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