Back to top
more

Dfa U.s. Sustainability Core I Ptf: (MF: DFSIX)

(NASDAQ Mutual Funds) As of May 10, 2021 08:00 PM ET

 Add to portfolio

$34.01 USD

-0.39 (-1.13%)

Zacks MF Rank More Info

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2021

Total Return %* Percentile Rank Objective
YTD 8.06 48
3 months 8.06 48
6 months 26.02 31
1 Year 68.91 10
3 Year 17.52 4
5 Year 17.13 2
10 Year 13.73 5

* 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) 649.07

Load Adjusted Returns as of Mar 31, 2021

1 Year 68.91
5 Year 17.13
10 Year 13.72
Since Inception 0.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 8.06 NA NA NA
2020 -22.44 23.08 8.89 16.61
2019 14.16 4.73 1.05 9.67
2018 -0.20 3.90 7.24 -16.10
2017 5.49 2.76 4.71 6.88
2016 1.53 1.00 5.40 5.37

Annual Return

20212020201920182017201620152014201320122011
% Total Return 8.0621.2232.52-6.7121.3313.91-1.2310.3636.7417.02-0.66
% Total Return Rel to Index 1.892.821.03-2.31-0.461.97-2.62-3.284.351.02-2.76
% Total Return Rel to Peer -0.3713.016.880.853.922.581.981.477.783.02-0.07
% Perf Quintile vs Peer* 2.001.001.003.001.002.002.003.001.002.003.00
% Dividends 0.070.350.290.250.300.260.240.220.190.190.15
% Yield 1.031.121.101.251.331.381.451.261.141.571.39
Capital Gains ($) 0.000.000.210.190.200.150.170.220.120.050.00
Expense Ratio 0.000.250.250.250.250.270.320.320.330.370.37

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