DSCGX
DFA US SmallCap Growth-Inst
$26.29
-0.22 (-0.83%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 1194.647M |
| 52 Week High | 27.551 |
| 52 Week Low | 21.07 |
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Key Data
| Symbol | DSCGX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 26.29 |
| Price Yesterday | 26.51 |
| Market Cap | 1,194.65 |
| YTD Return | 3.72% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0032 |
Overview
| 52 Week High | 27.55 |
|---|---|
| 52 Week Low | 21.07 |
| Market Cap | 1,194.65M |
| Shares Outstanding | 45.44M |
| Income Dividend Yield | 0.71% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.71% |
Returns Annualized
| One Day | -87.78% |
|---|---|
| Five Days | -18.99% |
| One Months | -7.94% |
| Three Months | -10.71% |
| Six Months | 14.09% |
| Nine Months | 22.48% |
| One Year | 12.14% |
| Three Years | 3.70% |
| Five Years | 10.79% |
| Ten Years | 9.09% |
| YTD | 7.35% |
| Since Inception | 11.47% |
Returns Total
| One Day | -0.83% |
|---|---|
| Five Days | -0.42% |
| One Month | -0.65% |
| Three Months | -2.74% |
| Six Months | 6.70% |
| Nine Months | 16.22% |
| One Year | 12.13% |
| Three Years | 11.44% |
| Five Years | 66.67% |
| Ten Years | 138.24% |
| YTD | 3.72% |
| Since Inception | 248.67% |
Yearly Returns
| 2024 | 3.72% |
|---|---|
| 2023 | 21.24% |
| 2022 | -17.77% |
| 2021 | 25.93% |
| 2020 | 19.34% |
| 2019 | 26.17% |
| 2018 | -12.34% |
| 2017 | 16.20% |
| 2016 | 17.13% |
| 2015 | -1.60% |
Risk against SP-DA
| Alpha | -17.20% |
|---|---|
| Beta | 1.03 |
| Correlation | 73.08% |
| Downside Deviation | 3.44% |
| Coefficient of determination | 53.41% |
| Standard Deviation | 4.52% |
| Sharpe Ratio | -1.06 |
| Sortino | -4.81 |
| Treynor | 6.58 |
| Ulcer Index | 5.2 |
| Ulcer Performance Index | -3.19 |