DFA U.S. Small Cap Value Portfolio Institutional Class (DFSVX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.45% | 1.21% | 1.24% |
Year-to-Date | 0.31% | -2.61% | 2.92% |
1 Year | 16.61% | 0.00% | 16.61% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
46%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 46% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.52%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$670
Real cost (fees + lost compounding)
$827
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-1.07%