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 2014-04-10

Hypothetical Growth of $10,000

Updated 03.31.2014

Trailing Total Returns

Updated 03.31.2014

Total Return % + / - S&P 500 TR USD + / - Russell 2000 TR USD % Rank
Year-to-date 0.83 -0.98 -0.29 69
1-Month 0.54 -0.30 1.22 53
3-Month 0.83 -0.98 -0.29 69
6-Month 11.23 -1.28 1.29 35
1-Year 27.45 5.59 2.55 18
3-Year (Annualized) 14.78 0.12 1.59 23
5-Year (Annualized) 27.71 6.55 3.40 9
10-Year (Annualized) 9.61 2.19 1.08 27