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Dfa Selectively Hedged Global Equity Port Instl: (MF: DSHGX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:19 PM ET

$27.81 USD

+0.15 (0.54%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.68 23
3 months 0.68 23
6 months 4.48 20
1 Year 23.86 15
3 Year 17.07 18
5 Year 10.57 12
10 Year 11.87 17

* 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 Mar 31, 2026

1 Year 23.86
5 Year 10.56
10 Year 11.87
Since Inception 10.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.68 NA NA NA
2025 -1.32 9.70 8.06 3.77
2024 8.35 2.20 5.66 -0.94
2023 6.03 5.36 -1.94 9.61
2022 -3.92 -12.77 -5.84 10.44
2021 9.09 6.09 -1.33 6.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.6821.4015.9020.08-12.8521.6011.9625.04-11.7122.6812.83
% Total Return Rel to Index 4.140.05-3.32-4.336.243.43-2.11-0.16-1.292.567.50
% Total Return Rel to Peer 2.432.923.521.446.715.39-4.700.29-1.690.457.26
% Perf Quintile vs Peer* 2.002.002.003.002.001.004.004.004.003.001.00
% Dividends 0.000.450.400.461.020.430.190.420.440.260.30
% Yield 0.001.701.992.195.521.850.982.372.961.512.05
Capital Gains ($) 0.000.340.770.720.620.970.200.000.200.190.12
Expense Ratio 0.000.310.320.320.310.320.360.300.340.350.35

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