DISVX
DFA International Small Cap Value Portfolio Institutional Class
Mutual fund
$34.72+0.19 (+0.55%)Close Oct 2, 2026
Dec 29, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $139,217
- CAGR
- +8.65%
- Max drawdown
- −61.58%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.49%
- 3M
- +5.62%
- 6M
- +10.36%
- YTD
- +14.68%
- 1Y
- +23.29%
- 3Y
- +27.88%
- 5Y
- +15.17%
- 10Y
- +10.90%
- 15Y
- +11.08%
- 20Y
- +7.63%
- 25Y
- +11.55%
- 30Y
- +8.99%
- Since 1994
- +8.65%
Metrics
Since 1994| Volatility | 16.06% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.14 |
| Best year, 2003 | +69.36% |
| Worst year, 2008 | −41.90% |
| Positive years | 23 of 31 |
| Longest drawdown | 7 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.6% | Jul 2007 | Mar 2009 | Sep 2013 | 6.1 years |
| −49.2% | Jan 2018 | Mar 2020 | May 2021 | 3.3 years |
| −35.4% | May 1996 | Oct 1998 | May 2003 | 7 years |
| −27.4% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −22.0% | Jul 2014 | Feb 2016 | Dec 2016 | 2.5 years |
Annual returns
1994 from Dec 29 · 2026 through Oct 2