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DFA U.S. Core Equity Fd Class A

Ranked 1199 out of 1857 in - US over 12 months
All calculations are in USD unless stated

Objective

The fundamental investment objective of the fund is to achieve long-term capital appreciation primarily through exposure to investments in common stocks of U.S. companies.

Performance

US over : 30/11/2016 - 30/11/2017
  • Rank 1199/1857 Total Return
  • Rank 1168/1857 Standard Deviation
  • Rank 1226/1857 Max Drawdown
Fund Name Currency Return
1198 Oppenheimer Main Street Fund;A USD

18.3%

1199 DFA U.S. Core Equity Fd Class A USD

18.3%

1200 BBVA Bolsa Indice USA (Cubierto), FI

Currency exposure is hedged

Currency exposure is hedged

EUR

18.3%

1200 Lazard Amerique Min Var USD

18.3%

1200 Fidelity American Equity Currency Neutral Cl Sr B USD

18.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 2.0% 4.1%
2016 14.6% 2.0% 0.8% 4.8% 6.4%
2015 -4.4% 0.9% -0.4% -9.0% 4.6%
2014 8.3% 1.7% 4.4% -2.0% 4.0%
2013 33.9% 11.9% 2.6% 6.5% 9.6%
2012 15.6% 12.1% -4.3% 6.5% 1.2%
2011 -4.0% 6.1% -1.3% -18.4% 12.4%
2010 17.8% 7.2% -11.9% 10.9% 12.6%
2009 29.0% -11.8% 18.6% 17.9% 4.6%
2008 -40.3% -10.1% -2.6% -7.9% -26.1%
2007 -0.2% 1.1% 5.4% -1.2% -5.2%
2006 15.5% 6.8% -2.3% 2.5% 8.0%
2005 5.2% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date06/06/2005
  • Share Class size87Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).