DFCEX
DFA Emerging Markets Core Equity 2 Portfolio Institutional Class
Mutual fund
$34.68+0.37 (+1.08%)Close Oct 2, 2026
Apr 8, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $57,563
- CAGR
- +8.49%
- Max drawdown
- −64.58%
- Sharpe ratio
- 0.51
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.64%
- 3M
- +3.37%
- 6M
- +16.42%
- YTD
- +21.36%
- 1Y
- +24.56%
- 3Y
- +22.00%
- 5Y
- +10.27%
- 10Y
- +9.53%
- 15Y
- +7.70%
- 20Y
- +7.44%
- Since 2005
- +8.49%
Metrics
Since 2005| Volatility | 20.01% |
|---|---|
| Sortino ratio | 0.71 |
| Calmar ratio | 0.13 |
| Best year, 2009 | +83.58% |
| Worst year, 2008 | −50.70% |
| Positive years | 13 of 20 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −64.6% | Oct 2007 | Nov 2008 | Oct 2010 | 3 years |
| −42.3% | Jan 2018 | Mar 2020 | Dec 2020 | 2.9 years |
| −33.8% | Sep 2014 | Jan 2016 | May 2017 | 2.7 years |
| −30.0% | Jun 2021 | Oct 2022 | Jul 2024 | 3.1 years |
| −30.0% | Apr 2011 | Oct 2011 | Sep 2014 | 3.4 years |
Annual returns
2005 from Apr 8 · 2026 through Oct 2