DFA U.S. Large Cap Growth Portfolio (DUSLX)
The Portfolio purchases a broad and diverse group of readily marketable securities of large U.S. companies that the Advisor determines to have high profitability and relative prices compared to other U.S. large 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 large cap U.S. companies.
Fund Info
US23320G2811
Dec 20, 2012
$0
Large-Cap
Growth
Expense Ratio
DUSLX 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
The chart shows the growth of an initial investment of $10,000 in DFA U.S. Large Cap Growth Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
DFA U.S. Large Cap Growth Portfolio (DUSLX) returned -1.55% year-to-date (YTD) and 11.62% over the past 12 months. Over the past 10 years, DUSLX delivered an annualized return of 11.31%, outperforming the S&P 500 benchmark at 10.43%.
DUSLX
-1.55%
13.03%
-4.50%
11.62%
13.01%
11.31%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of DUSLX, 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 | 3.34% | 0.93% | -6.31% | -0.64% | 1.40% | -1.55% | |||||||
| 2024 | 2.72% | 6.07% | 2.42% | -4.94% | 4.62% | 4.85% | 0.80% | 3.34% | 1.89% | -1.02% | 5.56% | -4.05% | 23.82% |
| 2023 | 4.23% | -2.25% | 4.30% | 1.15% | -0.29% | 7.19% | 2.71% | 0.00% | -5.70% | -1.60% | 9.26% | 3.85% | 24.24% |
| 2022 | -7.16% | -3.00% | 3.01% | -7.34% | -1.18% | -6.90% | 9.27% | -4.38% | -8.59% | 9.25% | 7.46% | -10.66% | -20.77% |
| 2021 | -2.67% | 1.59% | 5.15% | 4.59% | 0.03% | 2.78% | 3.44% | 1.41% | -5.11% | 7.03% | 1.19% | -1.08% | 19.22% |
| 2020 | 0.09% | -7.76% | -9.75% | 12.65% | 4.99% | 2.70% | 5.64% | 7.58% | -3.22% | -4.28% | 10.14% | 3.82% | 21.84% |
| 2019 | 7.51% | 3.88% | 2.56% | 3.75% | -6.49% | 7.39% | 1.50% | -0.14% | 0.95% | 2.12% | 3.39% | 1.61% | 31.00% |
| 2018 | 6.57% | -2.89% | -2.41% | -0.26% | 2.65% | 0.75% | 3.99% | 4.13% | 0.90% | -8.13% | 2.68% | -11.14% | -4.58% |
| 2017 | 2.31% | 3.96% | 0.71% | 1.02% | 1.73% | 0.14% | 1.41% | 0.81% | 2.43% | 2.71% | 4.34% | 1.23% | 25.22% |
| 2016 | -4.64% | 1.09% | 6.81% | -1.08% | 1.57% | 0.22% | 4.11% | -0.39% | -0.25% | -2.55% | 3.62% | 1.21% | 9.61% |
| 2015 | -2.27% | 5.91% | -1.15% | 0.34% | 0.74% | -2.08% | 2.39% | -5.61% | -2.54% | 8.10% | 0.00% | -1.93% | 1.12% |
| 2014 | -4.47% | 5.23% | 0.25% | 0.45% | 2.55% | 1.65% | -1.81% | 4.56% | -1.70% | 2.88% | 3.77% | -1.61% | 11.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DUSLX is 67, 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 U.S. Large Cap Growth Portfolio (DUSLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
DFA U.S. Large Cap Growth Portfolio provided a 1.04% dividend yield over the last twelve months, with an annual payout of $0.39 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.39 | $0.40 | $0.39 | $0.36 | $0.40 | $0.35 | $0.34 | $0.29 | $0.27 | $0.25 | $0.22 |
Dividend yield | 1.04% | 1.01% | 1.27% | 1.52% | 1.10% | 1.43% | 1.53% | 1.90% | 1.50% | 1.72% | 1.75% | 1.49% |
Monthly Dividends
The table displays the monthly dividend distributions for DFA U.S. Large Cap Growth 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 | $0.10 | $0.00 | $0.00 | $0.10 | |||||||
| 2024 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.07 | $0.39 |
| 2023 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.40 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.39 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.07 | $0.36 |
| 2020 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.40 |
| 2019 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.35 |
| 2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.07 | $0.34 |
| 2017 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.29 |
| 2016 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.27 |
| 2015 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.25 |
| 2014 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.22 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the DFA U.S. Large Cap Growth 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 U.S. Large Cap Growth Portfolio was 30.86%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.
The current DFA U.S. Large Cap Growth Portfolio drawdown is 7.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.86% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -28.04% | Dec 13, 2021 | 202 | Sep 30, 2022 | 340 | Feb 8, 2024 | 542 |
| -22.02% | Sep 24, 2018 | 64 | Dec 24, 2018 | 122 | Jun 20, 2019 | 186 |
| -18.15% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -12.61% | May 19, 2015 | 186 | Feb 11, 2016 | 45 | Apr 18, 2016 | 231 |
Volatility
Volatility Chart
The current DFA U.S. Large Cap Growth Portfolio volatility is 10.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.