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Dfa Selectively Hedged Global Equity Port Instl: (MF: DSHGX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$21.98 USD
+0.14 (0.64%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.73 | 32 |
| 3 months | 2.20 | 30 |
| 6 months | 10.73 | 32 |
| 1 Year | 19.03 | 27 |
| 3 Year | 6.78 | 12 |
| 5 Year | 11.44 | 20 |
| 10 Year | 8.61 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 19.03 |
| 5 Year | 11.43 |
| 10 Year | 8.61 |
| Since Inception | 9.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.35 | 2.20 | NA | NA |
| 2023 | 6.03 | 5.36 | -1.94 | 9.61 |
| 2022 | -3.92 | -12.77 | -5.84 | 10.44 |
| 2021 | 9.09 | 6.09 | -1.33 | 6.47 |
| 2020 | -25.83 | 20.59 | 6.84 | 17.15 |
| 2019 | 11.80 | 2.67 | 0.06 | 8.86 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.73 | 20.08 | -12.85 | 21.60 | 11.96 | 25.04 | -11.71 | 22.68 | 12.83 | -2.99 | 3.67 |
| % Total Return Rel to Index | -1.30 | -4.33 | 6.24 | 3.43 | -2.11 | -0.16 | -1.29 | 2.56 | 7.50 | -0.23 | 0.75 |
| % Total Return Rel to Peer | 2.73 | 1.44 | 6.71 | 5.39 | -4.70 | 0.29 | -1.69 | 0.45 | 7.26 | -0.71 | 1.79 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 1.00 | 4.00 | 4.00 | 4.00 | 3.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.46 | 1.02 | 0.43 | 0.19 | 0.42 | 0.44 | 0.26 | 0.30 | 0.34 | 0.41 |
| % Yield | 0.00 | 2.22 | 5.52 | 1.85 | 0.98 | 2.37 | 2.96 | 1.51 | 2.05 | 2.57 | 2.90 |
| Capital Gains ($) | 0.00 | 0.72 | 0.62 | 0.97 | 0.20 | 0.00 | 0.20 | 0.19 | 0.12 | 0.04 | 0.17 |
| Expense Ratio | 0.00 | 0.32 | 0.31 | 0.32 | 0.36 | 0.30 | 0.34 | 0.35 | 0.35 | 0.40 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%