DFA International Real Estate Securities (DFITX)

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The chart shows the growth of an initial investment of $10,000 in DFA International Real Estate Securities, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

DFA International Real Estate Securities (DFITX) has returned -7.92% so far this year and 10.05% over the past 12 months. Over the last ten years, DFITX has returned 1.34% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 5, 2007, DFITX's average daily return is +0.01%, while the average monthly return is +0.31%. At this rate, your investment would double in approximately 18.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Dec 2012 with a return of +17.6%, while the worst month was Oct 2008 at -30.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.

On a daily basis, DFITX closed higher 47% of trading days. The best single day was Dec 12, 2012 with a return of +14.5%, while the worst single day was Mar 16, 2020 at -12.2%.

DFA International Real Estate Securities has an annualized alpha of -3.26%, beta of 0.69, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since March 06, 2007.

• This fund participated in 105.48% of S&P 500 Index downside but only 76.29% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.69 may look defensive, but with R² of 0.48 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.48 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

DFITX has an expense ratio of 0.27%, which is considered low.

DFITX ranks 26 for risk / return — below 26% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for DFA International Real Estate Securities (DFITX) and compare them to a chosen benchmark (S&P 500 Index).

DFA International Real Estate Securities provided a 7.24% dividend yield over the last twelve months, with an annual payout of $0.25 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for DFA International Real Estate Securities. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the DFA International Real Estate Securities. 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 International Real Estate Securities was 73.49%, occurring on Mar 9, 2009. Recovery took 1039 trading sessions.

The current DFA International Real Estate Securities drawdown is 14.12%.

The chart below shows the rolling one-month volatility.