DFSTX
DFA U.S. Small Cap Portfolio Institutional Class
Mutual fund
$59.41+0.58 (+0.99%)Close Oct 2, 2026
Mar 19, 1992 – Oct 2, 2026, Dividends reinvested
- Final balance
- $303,746
- CAGR
- +10.39%
- Max drawdown
- −60.99%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.82%
- 3M
- −3.24%
- 6M
- +10.58%
- YTD
- +14.49%
- 1Y
- +15.93%
- 3Y
- +16.65%
- 5Y
- +8.16%
- 10Y
- +10.36%
- 15Y
- +12.48%
- 20Y
- +9.33%
- 25Y
- +10.42%
- 30Y
- +9.91%
- Since 1992
- +10.39%
Metrics
Since 1992| Volatility | 20.82% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +51.49% |
| Worst year, 2008 | −36.01% |
| Positive years | 24 of 33 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.0% | Jul 2007 | Mar 2009 | Dec 2010 | 3.4 years |
| −44.8% | Aug 2018 | Mar 2020 | Nov 2020 | 2.2 years |
| −38.4% | Apr 1998 | Oct 1998 | Dec 1999 | 1.7 years |
| −36.3% | Apr 2002 | Oct 2002 | Sep 2003 | 1.4 years |
| −28.6% | Jul 2011 | Oct 2011 | Sep 2012 | 1.2 years |
Annual returns
1992 from Mar 19 · 2026 through Oct 2