DFA U.S. Small Cap Portfolio

Class Inst (DFSTX)
Scorecard
4 / 5 Stars
Lipper
5 5 2 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 1 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-03-12

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - S&P 500 TR USD + / - Russell 2000 TR USD % Rank
Year-to-date 0.29 -0.67 -1.52 64
1-Month 4.57 0.00 -0.14 41
3-Month 2.33 -1.19 -1.49 65
6-Month 17.49 2.42 -0.26 29
1-Year 32.89 7.52 1.33 19
3-Year (Annualized) 15.65 1.30 1.24 22
5-Year (Annualized) 30.10 7.09 3.47 9
10-Year (Annualized) 9.61 2.44 0.90 26