DFA U.S. Small Cap Portfolio Institutional Class (DFSTX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 0.46% | 1.33% | -0.87% |
Year-to-Date | -1.40% | -1.07% | -0.33% |
1 Year | 11.02% | 0.00% | 11.02% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
42%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 42% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.37%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$480
Real cost (fees + lost compounding)
$593
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-0.09%