All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DISVX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

DISVX real return snapshot: after CPI-U inflation, DISVX returned +14.72% over the past year and +8.00% YTD, with dividends reinvested. Since Jun. 16, 1995, DISVX is up +558.89% in real purchasing-power return, or +6.20%/yr, and is currently −6.50% below its real total-return high on Sep. 3, 2026.

Data ending Tue Oct. 27, 2026

Growth of $10,000

Fri 1995-06-16💬 to Tue 2026-10-27 Overall
Return
Exponential
Trendline
DISVX
×
+558.89%
+6.20%/yr
+6.48%/yr
R2=0.856
Dfa International Small Cap Value Portfolio Mutual Fund

Growth of $10,000 Summary

Fri 1995-06-16💬 to Tue 2026-10-27 Start
Value
End
Value
DISVX
×
$10,000.00
1995-06-16
$65,888.72
2026-10-27

This Year’s Performance

through 2026-10-27

  YTD YoY
DISVX
×
+8.00% +14.72%

Drawdowns

  Current
Drawdown
Worst
Drawdown
DISVX
×
−6.50%
on 2026-10-27
from 2026-09-03 peak
−61.35%
on 2009-03-09
from 2007-07-19 peak

Rolling Returns

Period ending Tue 2026-10-27 1 yr 2 yr 3 yr 5 yr 10 yr
DISVX
×
+14.72% +56.46%
+25.08%/yr
+92.43%
+24.38%/yr
+58.84%
+9.70%/yr
+100.01%
+7.18%/yr

Annual Returns

Year DISVX
2026 (YTD) +8.00%
2025 +48.21%
2024 +4.86%
2023 +13.77%
2022 −15.28%
2021 +8.23%
2020 −0.53%
2019 +18.33%
2018 −24.80%
2017 +25.33%
2016 +5.76%
2015 +3.24%
2014 −5.73%
2013 +30.41%
2012 +20.18%
2011 −19.93%
2010 +16.37%
2009 +38.88%
2008 −40.67%
2007 −0.00%
2006 +26.28%
2005 +20.91%
2004 +32.51%
2003 +66.23%
2002 +3.32%
2001 −6.06%
2000 −6.29%
1999 +15.92%
1998 +3.59%
1997 −24.09%
1996 −2.28%
1995 +0.51%