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DSCGX: DFA - U.S. Small Cap Growth Port (MUTUAL FUND)
Basic Info 32.62 0.56(1.69%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 12/28/2012 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 0.48% |
| Expenses | 0.31% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 7.7 | 16.4 | 13.2 | 4.7 | 9.8 | 10.7 | 8.2 | 13.9 | 21.2 | -20.3 | 17.2 | 19.4 | 26.2 | -12.3 | 16.2 | 16.9 | -1.6 | 3.8 | 40.9 | 2.2 |
| Sharpe Ratio | NA | 1.12 | 0.94 | 0.6 | 0.12 | 0.38 | 0.47 | 0.25 | 0.58 | 1.03 | -0.82 | 0.84 | 0.5 | 1.56 | -0.76 | 1.32 | 0.96 | -0.1 | 0.24 | 2.82 | NA |
| Draw Down(%) | NA | 11.1 | 11.1 | 24.5 | 33.1 | 41.4 | 41.4 | 22.2 | 8.4 | 14.6 | 26.1 | 15.2 | 41.4 | 9.4 | 26.6 | 6.2 | 13.1 | 14.2 | 12.5 | 5.4 | 0.0 |
| Standard Deviation(%) | NA | 17.6 | 16.6 | 18.8 | 20.6 | 21.5 | 20.3 | 21.6 | 17.6 | 17.2 | 26.6 | 20.5 | 38.0 | 15.8 | 18.2 | 11.8 | 17.4 | 16.2 | 15.9 | 14.5 | 0.0 |
| Treynor Ratio | NA | 0.28 | 0.2 | 0.13 | 0.03 | 0.1 | 0.11 | 0.06 | 0.11 | 0.21 | -0.28 | 0.22 | 0.26 | 0.26 | -0.15 | 0.15 | 0.17 | -0.02 | 0.04 | 0.42 | 0.0 |
| Alpha | NA | -0.04 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.05 | -0.01 | -0.01 | -0.03 | -0.02 | 0.02 | 0.0 | 0.0 | 0.01 | NA |
| Beta | NA | 0.71 | 0.77 | 0.85 | 0.81 | 0.81 | 0.84 | 0.86 | 0.91 | 0.83 | 0.77 | 0.8 | 0.73 | 0.94 | 0.91 | 1.06 | 0.96 | 0.99 | 0.98 | 0.98 | NA |
| RSquared | NA | 0.8 | 0.82 | 0.9 | 0.86 | 0.75 | 0.78 | 0.92 | 0.92 | 0.88 | 0.9 | 0.66 | 0.53 | 0.88 | 0.93 | 0.85 | 0.94 | 0.95 | 0.94 | 0.94 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.6 | 0.7 | 0.9 | 0.7 | 0.7 | 0.7 | 1.6 | 4.5 | 1.9 | 1.4 | 1.5 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.8 | -3.3 | 5.1 | 15.9 | 13.5 | -46.4 | -70.7 | 165.9 | 68.3 | -10.8 | 103.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2012
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