DFSVX
DFA U.S. Small Cap Value Portfolio Institutional Class
Mutual fund
$60.00+0.53 (+0.89%)Close Oct 2, 2026
Feb 26, 1993 – Oct 2, 2026, Dividends reinvested
- Final balance
- $379,271
- CAGR
- +11.43%
- Max drawdown
- −66.70%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.19%
- 3M
- −0.68%
- 6M
- +9.36%
- YTD
- +17.45%
- 1Y
- +20.81%
- 3Y
- +17.56%
- 5Y
- +11.00%
- 10Y
- +10.99%
- 15Y
- +12.78%
- 20Y
- +8.69%
- 25Y
- +11.06%
- 30Y
- +10.92%
- Since 1993
- +11.43%
Metrics
Since 1993| Volatility | 21.70% |
|---|---|
| Sortino ratio | 0.86 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +59.46% |
| Worst year, 2008 | −36.78% |
| Positive years | 24 of 32 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1993| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −66.7% | Jun 2007 | Mar 2009 | Dec 2012 | 5.5 years |
| −52.1% | Aug 2018 | Mar 2020 | Jan 2021 | 2.4 years |
| −36.9% | Apr 1998 | Oct 1998 | Mar 2000 | 1.9 years |
| −34.2% | May 2002 | Oct 2002 | Aug 2003 | 1.3 years |
| −27.7% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
Annual returns
1993 from Feb 26 · 2026 through Oct 2