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Dfa United Kingdom Small Co Pt.: (MF: DFUKX)

(NASDAQ Mutual Funds) As of Apr 27, 2026 04:49 PM ET

$30.33 USD

-0.10 (-0.33%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -5.52 78
3 months -5.52 78
6 months -3.13 87
1 Year 15.63 80
3 Year 10.39 78
5 Year 2.59 87
10 Year 4.52 97

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 242.03
Bear Market (10/07 - 2/09) -63.22
Bull Market (2/09 - 3/21) 544.56

Load Adjusted Returns as of Mar 31, 2026

1 Year 15.62
5 Year 2.58
10 Year 4.52
Since Inception 6.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.52 NA NA NA
2025 -0.78 20.71 -1.11 2.53
2024 2.29 3.73 11.62 -9.67
2023 4.01 1.18 -3.23 11.93
2022 -13.85 -15.07 -16.40 23.39
2021 9.17 5.57 0.27 1.64

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.5221.436.9914.00-24.5317.46-2.9335.76-19.7528.43-11.46
% Total Return Rel to Index -0.04-11.447.85-2.70-7.24-7.56-6.0815.72-2.496.29-8.07
% Total Return Rel to Peer 0.81-9.314.22-4.55-3.890.56-13.9610.60-3.025.09-8.84
% Perf Quintile vs Peer* 3.005.001.005.005.003.005.001.004.001.005.00
% Dividends 0.001.240.980.910.400.890.270.950.530.951.15
% Yield 0.004.084.754.911.732.820.973.052.132.804.02
Capital Gains ($) 0.000.000.000.000.000.550.002.251.072.141.15
Expense Ratio 0.000.510.510.510.560.590.590.590.580.590.59

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