DFA Large Cap International Portfolio (DFALX)
The Portfolio will invest at least 80% of its net assets in securities of large cap companies in the particular markets in which the Portfolio invests. The Advisor determines the minimum market capitalization of a large company with respect to each country or region in which the Portfolio invests. It also may purchase or sell futures contracts and options on futures contracts for foreign or U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.
Fund Info
US2332038684
Jul 17, 1991
$0
Expense Ratio
DFALX has an expense ratio of 0.18%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
DFA Large Cap International Portfolio (DFALX) returned 13.76% year-to-date (YTD) and 11.69% over the past 12 months. Over the past 10 years, DFALX returned 5.82% annually, underperforming the S&P 500 benchmark at 10.77%.
DFALX
13.76%
9.22%
11.86%
11.69%
13.47%
5.82%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of DFALX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.30% | 2.80% | 0.18% | 3.84% | 1.98% | 13.76% | |||||||
| 2024 | -0.72% | 2.75% | 3.64% | -2.99% | 5.01% | -2.30% | 3.26% | 3.22% | 0.92% | -5.14% | 0.54% | -3.15% | 4.55% |
| 2023 | 8.47% | -2.95% | 2.53% | 2.65% | -4.26% | 4.81% | 3.12% | -3.64% | -3.26% | -3.39% | 8.48% | 5.24% | 17.88% |
| 2022 | -3.10% | -2.34% | 0.46% | -6.20% | 2.01% | -9.31% | 4.99% | -5.39% | -9.45% | 6.15% | 12.73% | -2.05% | -13.05% |
| 2021 | -1.24% | 2.67% | 3.16% | 3.03% | 3.94% | -1.44% | 0.81% | 1.31% | -3.17% | 3.17% | -4.49% | 4.83% | 12.79% |
| 2020 | -2.87% | -7.61% | -15.78% | 7.64% | 5.64% | 3.14% | 2.17% | 5.34% | -2.23% | -3.64% | 14.40% | 5.18% | 8.13% |
| 2019 | 7.50% | 2.28% | 0.48% | 3.18% | -5.64% | 6.08% | -2.05% | -1.96% | 3.10% | 3.31% | 1.41% | 3.11% | 22.05% |
| 2018 | 4.93% | -5.10% | -0.57% | 1.61% | -1.54% | -1.41% | 2.65% | -2.03% | 0.82% | -8.35% | 0.19% | -5.57% | -14.15% |
| 2017 | 3.62% | 0.89% | 2.78% | 2.28% | 3.16% | 0.52% | 2.91% | 0.22% | 2.44% | 1.60% | 0.85% | 1.60% | 25.36% |
| 2016 | -5.52% | -2.81% | 6.98% | 2.66% | -0.56% | -2.32% | 4.20% | 0.56% | 1.34% | -1.96% | -1.38% | 2.58% | 3.17% |
| 2015 | 0.00% | 6.08% | -1.75% | 4.50% | -0.35% | -2.82% | 0.79% | -7.06% | -4.67% | 6.54% | -0.93% | -2.28% | -2.86% |
| 2014 | -4.47% | 5.88% | -0.28% | 1.64% | 1.39% | 1.38% | -2.32% | 0.44% | -4.26% | -0.87% | 0.28% | -3.71% | -5.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DFALX is 70, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for DFA Large Cap International Portfolio (DFALX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
DFA Large Cap International Portfolio provided a 2.82% dividend yield over the last twelve months, with an annual payout of $0.86 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.86 | $0.85 | $0.85 | $0.66 | $0.82 | $0.47 | $0.68 | $0.61 | $0.61 | $0.57 | $0.58 | $0.73 |
Dividend yield | 2.82% | 3.18% | 3.24% | 2.85% | 3.00% | 1.88% | 2.88% | 3.07% | 2.55% | 2.89% | 2.95% | 3.54% |
Monthly Dividends
The table displays the monthly dividend distributions for DFA Large Cap International Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | |||||||
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.24 | $0.85 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.28 | $0.85 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.13 | $0.66 |
| 2021 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.27 | $0.82 |
| 2020 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.47 |
| 2019 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.68 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.61 |
| 2017 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.17 | $0.61 |
| 2016 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.57 |
| 2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.58 |
| 2014 | $0.17 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.73 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the DFA Large Cap International Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the DFA Large Cap International Portfolio was 60.14%, occurring on Mar 9, 2009. Recovery took 1312 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.14% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1312 | May 27, 2014 | 1650 |
| -49.94% | Jan 4, 2000 | 796 | Mar 12, 2003 | 626 | Sep 6, 2005 | 1422 |
| -35.58% | Jan 29, 2018 | 541 | Mar 23, 2020 | 166 | Nov 16, 2020 | 707 |
| -27.52% | Sep 7, 2021 | 267 | Sep 27, 2022 | 313 | Dec 26, 2023 | 580 |
| -24.46% | Jul 7, 2014 | 405 | Feb 11, 2016 | 317 | May 16, 2017 | 722 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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