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Dfa Continental Small Co Pt.: (MF: DFCSX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$32.02 USD

+0.02 (0.06%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 9.06 90
3 months 0.74 98
6 months 10.34 48
1 Year 16.58 90
3 Year 0.00 76
5 Year 9.64 39
10 Year 7.32 8

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 391.57
Bear Market (10/07 - 2/09) -61.77
Bull Market (2/09 - 3/21) 455.25

Load Adjusted Returns as of Aug 31, 2024

1 Year 8.90
5 Year 7.13
10 Year 5.87
Since Inception 9.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 2.32 0.09 NA NA
2023 8.68 1.16 -6.00 13.12
2022 -9.84 -15.70 -13.82 22.00
2021 5.41 7.91 -0.39 4.05
2020 -29.78 22.55 11.22 20.20
2019 9.91 5.34 -3.60 12.79

Annual Return

20242023202220212020201920182017201620152014
% Total Return 9.0616.91-20.0917.8815.0525.89-19.6735.125.8611.45-7.78
% Total Return Rel to Index -0.740.21-2.81-7.1411.905.85-2.4112.989.2416.750.80
% Total Return Rel to Peer -3.72-1.640.540.994.010.73-2.9411.778.4811.60-0.20
% Perf Quintile vs Peer* 0.004.003.003.002.002.004.001.001.001.004.00
% Dividends 0.510.850.650.640.460.590.550.420.440.410.43
% Yield 1.492.572.311.761.462.112.341.391.921.862.16
Capital Gains ($) 0.000.000.000.680.000.000.800.210.000.000.00
Expense Ratio 0.390.390.420.470.540.560.540.560.540.550.56

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