DFA U.S. Small Cap Value Portfolio

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

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 2 for five years, and 3 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 Value TR USD % Rank
Year-to-date 0.03 -0.93 -0.50 63
1-Month 5.45 0.87 0.87 12
3-Month 2.75 -0.76 0.32 40
6-Month 17.62 2.55 1.39 18
1-Year 31.35 5.98 5.16 17
3-Year (Annualized) 14.56 0.21 1.77 15
5-Year (Annualized) 30.23 7.23 5.10 14
10-Year (Annualized) 9.34 2.18 1.25 31