DFA U.S. Large Cap Value III Portfolio (DFUVX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 6.67% | 3.23% | 3.44% |
Year-to-Date | 7.38% | 3.51% | 3.87% |
1 Year | 13.95% | 0.00% | 13.95% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
39%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 39% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.13%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$171
Real cost (fees + lost compounding)
$211
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-1.74%