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Dfa Short-term Extended Quality Ptf: (MF: DFEQX)

(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET

$10.49 USD

+0.01 (0.10%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 3.72 74
3 months 1.49 91
6 months 2.92 93
1 Year 6.03 93
3 Year 0.84 43
5 Year 1.17 59
10 Year 1.65 79

* 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 Aug 31, 2024

1 Year 6.01
5 Year 1.10
10 Year 1.55
Since Inception 2.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 1.32 1.26 NA NA
2023 1.48 0.54 1.42 1.86
2022 -3.51 -1.62 -1.50 1.42
2021 -0.18 0.27 -0.04 -0.69
2020 -0.95 2.10 0.55 0.54
2019 1.70 1.46 0.74 0.62

Annual Return

20242023202220212020201920182017201620152014
% Total Return 3.725.42-5.18-0.642.244.611.341.992.061.151.71
% Total Return Rel to Index 0.64-0.107.840.89-5.26-4.111.32-1.55-0.590.58-4.22
% Total Return Rel to Peer -0.63-1.754.96-0.70-4.79-3.632.24-1.61-1.462.13-1.69
% Perf Quintile vs Peer* 0.005.002.003.005.005.001.004.004.001.004.00
% Dividends 0.220.340.170.090.050.240.330.200.190.160.16
% Yield 2.024.891.710.880.452.193.021.811.711.511.46
Capital Gains ($) 0.000.000.000.010.000.000.000.010.000.010.01
Expense Ratio 0.180.200.200.220.220.220.220.220.220.220.22

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