DFIEX
DFA International Core Equity 2 Portfolio Institutional Class
Mutual fund
$22.14+0.21 (+0.96%)Close Oct 2, 2026
Sep 16, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $40,382
- CAGR
- +6.86%
- Max drawdown
- −62.22%
- Sharpe ratio
- 0.44
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.93%
- 3M
- +1.11%
- 6M
- +7.52%
- YTD
- +11.43%
- 1Y
- +17.07%
- 3Y
- +20.90%
- 5Y
- +10.41%
- 10Y
- +9.69%
- 15Y
- +9.27%
- 20Y
- +6.16%
- Since 2005
- +6.86%
Metrics
Since 2005| Volatility | 19.20% |
|---|---|
| Sortino ratio | 0.61 |
| Calmar ratio | 0.11 |
| Best year, 2009 | +39.33% |
| Worst year, 2008 | −44.06% |
| Positive years | 14 of 20 |
| Longest drawdown | 6 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.2% | Oct 2007 | Mar 2009 | Oct 2013 | 6 years |
| −41.0% | Jan 2018 | Mar 2020 | Dec 2020 | 2.9 years |
| −28.7% | Sep 2021 | Sep 2022 | Feb 2024 | 2.5 years |
| −23.8% | Jul 2014 | Feb 2016 | Apr 2017 | 2.8 years |
| −16.1% | May 2006 | Jun 2006 | Nov 2006 | 6 months |
Annual returns
2005 from Sep 16 · 2026 through Oct 2