Nasdaq - Delayed Quote USD
DFA U.S. Small Cap Growth Portfolio (DSCGX)
28.14
0.00
(0.00%)
At close: 8:04:08 PM EDT
Fund Summary
The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -2.01% |
| 5y Average Return | 13.06% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DSCGX | Category Average | DSCGX | Category Average | DSCGX | Category Average | |
| Alpha | -5.29 | -0.02 | -2.09 | 0.01 | -4.59 | -0.02 |
| BETA | 1.16 | 0.01 | 1.06 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.93 | 0.02 | 1.25 | 0.02 | 0.87 | 0.01 |
| R-squared | 79.7 | 0.78 | 76.16 | 0.73 | 80.7 | 0.73 |
| Standard Deviation | 21.49 | 0.26 | 19.75 | 0.21 | 19.79 | 0.19 |
| Sharpe Ratio | 0.3 | 0.01 | 0.61 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | 3.92 | 0.15 | 10.26 | 0.17 | 5.9 | 0.11 |
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