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 +18.04% over the past year and +9.42% YTD, with dividends reinvested. Since Jun. 16, 1995, DISVX is up +567.52% in real purchasing-power return, or +6.25%/yr, and is currently −5.31% below its real total-return high on Sep. 3, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Fri 1995-06-16💬 to Wed 2026-10-07 Overall
Return
Exponential
Trendline
DISVX
×
+567.52%
+6.25%/yr
+6.47%/yr
R2=0.856
Dfa International Small Cap Value Portfolio Mutual Fund

Growth of $10,000 Summary

Fri 1995-06-16💬 to Wed 2026-10-07 Start
Value
End
Value
DISVX
×
$10,000.00
1995-06-16
$66,752.05
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
DISVX
×
+9.42% +18.04%

Drawdowns

  Current
Drawdown
Worst
Drawdown
DISVX
×
−5.31%
on 2026-10-07
from 2026-09-03 peak
−61.35%
on 2009-03-09
from 2007-07-19 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
DISVX
×
+18.04% +53.84%
+24.03%/yr
+89.69%
+23.79%/yr
+64.05%
+10.41%/yr
+100.90%
+7.23%/yr

Annual Returns

Year DISVX
2026 (YTD) +9.42%
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%