DFA Tax Managed U.S. Marketwide Value Portfolio

Class Inst (DTMMX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

Fund Performance

Hypothetical Growth of $10,000

Updated 03.31.2014

Trailing Total Returns

Updated 03.31.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 Value TR USD % Rank
Year-to-date 1.01 -0.80 -2.01 91
1-Month 1.44 0.60 -0.95 75
3-Month 1.01 -0.80 -2.01 91
6-Month 13.16 0.65 -0.17 25
1-Year 24.72 2.87 3.15 11
3-Year (Annualized) 15.52 0.86 0.72 7
5-Year (Annualized) 26.33 5.17 4.57 1
10-Year (Annualized) 8.89 1.47 1.31 7