DFSCX
DFA U.S. Micro Cap Portfolio Institutional Class
Mutual fund
$37.36+0.38 (+1.03%)Close Oct 2, 2026
Jan 2, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $744,622
- CAGR
- +11.16%
- Max drawdown
- −63.07%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.46%
- 3M
- −3.32%
- 6M
- +13.48%
- YTD
- +19.65%
- 1Y
- +22.19%
- 3Y
- +19.20%
- 5Y
- +9.73%
- 10Y
- +11.24%
- 15Y
- +13.08%
- 20Y
- +9.28%
- 25Y
- +10.85%
- 30Y
- +10.39%
- Since 1986
- +11.16%
Metrics
Since 1986| Volatility | 19.71% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.18 |
| Best year, 2003 | +60.74% |
| Worst year, 2008 | −36.71% |
| Positive years | 29 of 40 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −63.1% | Jul 2007 | Mar 2009 | Mar 2011 | 3.7 years |
| −46.9% | Aug 2018 | Mar 2020 | Dec 2020 | 2.3 years |
| −38.4% | Apr 1998 | Oct 1998 | Dec 1999 | 1.7 years |
| −36.0% | Mar 2000 | Oct 2002 | Aug 2003 | 3.5 years |
| −35.7% | Aug 1987 | Oct 1987 | May 1989 | 1.7 years |
Annual returns
2026 through Oct 2