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DFA U.S. Small Cap Portfolio (DFSTX) Performance

Explore the performance of DFA U.S. Small Cap Portfolio compared to the S&P Index and the Equity category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 30,294.49SPY
  • 20,188.24DFSTX
  • 27,745.73Equity

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%11.03%
DFSTX17.75%9.68%22.46%-18.35%14.60%10.30%6.85%14.88%