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Dfa Commodity Strategy Portfolio: (MF: DCMSX)

(NASDAQ Mutual Funds) As of Jan 18, 2022 08:00 PM ET

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$4.95 USD

+0.02 (0.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Dec 31, 2021

Total Return %* Percentile Rank Objective
YTD 28.45 20
3 months -2.21 96
6 months 4.85 72
1 Year 28.46 20
3 Year 10.85 95
5 Year 4.44 96
10 Year -1.65 98

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) NA

Load Adjusted Returns as of Dec 31, 2021

1 Year 28.45
5 Year 4.44
10 Year -1.64
Since Inception -1.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 6.82 14.68 7.22 -2.21
2020 -22.50 5.59 9.49 9.62
2019 6.92 -1.87 -1.83 4.81
2018 0.00 0.16 -2.24 -9.32
2017 -1.46 -2.66 2.63 4.36

Annual Return

2021202020192018201720162015201420132012
% Total Return 28.45-1.777.95-11.212.7213.71-23.86-14.57-9.081.34
% Total Return Rel to Index -0.22-20.18-23.53-6.82-19.061.78-25.25-28.22-41.46-14.64
% Total Return Rel to Peer 6.40-21.69-20.46-4.35-17.955.89-22.26-22.78-39.78-12.92
% Perf Quintile vs Peer* 1.005.005.005.005.002.005.005.005.005.00
% Dividends 2.150.020.080.080.180.060.010.080.030.05
% Yield 43.560.351.441.562.961.110.121.170.410.54
Capital Gains ($) 0.000.000.000.000.000.000.000.010.010.02
Expense Ratio 0.320.330.330.320.330.330.340.330.340.35

* 1 = Top 20%, 5 = Bottom 20%