DFA International Core Equity I (DFIEX): Rolling Returns

Last Update: 31 August 2022

Holding a position in the DFA International Core Equity I (DFIEX) Fund, how long should you stay invested to have high probability to obtain a positive return?

Considering all 15 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 6 years rolling periods, you would have obtained a positive returns 90.24% of times

All the returns are calculated over the available historical serie, starting from January 1986 until August 2022.

In order to have complete information about the Fund, please refer to the DFA International Core Equity I (DFIEX) Fund: historical returns page.

Rolling Returns

DFA International Core Equity I (DFIEX) Fund: annualized rolling and average returns

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Rolling Period	*Return ()**			Negative Periods
Rolling Period	Average (%)	Best (%)	Worst (%)	Negative Periods
1 Year	8.33	78.27 Feb 1986 - Jan 1987	-51.76 Mar 2008 - Feb 2009	37.06%
2 Years	6.65	46.94 Feb 1986 - Jan 1988	-31.19 Mar 2007 - Feb 2009	29.50%
3 Years	5.80	38.88 Jan 1986 - Dec 1988	-19.17 Apr 2000 - Mar 2003	23.46%
4 Years	5.37	31.86 Jan 1986 - Dec 1989	-9.50 Apr 1999 - Mar 2003	24.68%
5 Years	5.30	24.52 Oct 2002 - Sep 2007	-6.99 Apr 1998 - Mar 2003	16.27%
6 Years	5.22	17.36 Nov 2001 - Oct 2007	-3.84 Apr 1997 - Mar 2003	9.76%
7 Years	5.22	13.01 Apr 2003 - Mar 2010	-3.15 Apr 1996 - Mar 2003	4.48%
8 Years	5.25	14.53 Feb 1986 - Jan 1994	-1.98 Oct 1994 - Sep 2002	4.35%
9 Years	5.25	13.50 Mar 2009 - Feb 2018	-3.65 Mar 2000 - Feb 2009	5.11%
10 Years	5.22	12.14 Jan 1986 - Dec 1995	-0.81 Mar 1999 - Feb 2009	0.62%
11 Years	5.14	11.49 Apr 2003 - Mar 2014	-0.55 Mar 1998 - Feb 2009	0.65%
12 Years	5.15	10.95 Mar 2009 - Feb 2021	0.22 Mar 1991 - Feb 2003	0.00%
13 Years	5.11	10.76 Jan 1986 - Dec 1998	-0.72 Oct 1989 - Sep 2002	2.11%
14 Years	4.98	12.03 Jan 1986 - Dec 1999	-0.32 Mar 1989 - Feb 2003	1.10%
15 Years	5.01	9.94 Jan 1986 - Dec 2000	0.23 Apr 1988 - Mar 2003	0.00%

(*) Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.33%	+78.27% Feb 1986 - Jan 1987	-51.76% Mar 2008 - Feb 2009	37.06% 159 out of 429

1 Year Annualized Rolling Returns over time

1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average Return	Best Return	Worst Return	Negative Periods
+6.65%	+46.94% Feb 1986 - Jan 1988	-31.19% Mar 2007 - Feb 2009	29.50% 123 out of 417

2 Years Annualized Rolling Returns over time

2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.80%	+38.88% Jan 1986 - Dec 1988	-19.17% Apr 2000 - Mar 2003	23.46% 95 out of 405

3 Years Annualized Rolling Returns over time

3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.37%	+31.86% Jan 1986 - Dec 1989	-9.50% Apr 1999 - Mar 2003	24.68% 97 out of 393

4 Years Annualized Rolling Returns over time

4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.30%	+24.52% Oct 2002 - Sep 2007	-6.99% Apr 1998 - Mar 2003	16.27% 62 out of 381

5 Years Annualized Rolling Returns over time

5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.22%	+17.36% Nov 2001 - Oct 2007	-3.84% Apr 1997 - Mar 2003	9.76% 36 out of 369

6 Years Annualized Rolling Returns over time

6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.22%	+13.01% Apr 2003 - Mar 2010	-3.15% Apr 1996 - Mar 2003	4.48% 16 out of 357

7 Years Annualized Rolling Returns over time

7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.25%	+14.53% Feb 1986 - Jan 1994	-1.98% Oct 1994 - Sep 2002	4.35% 15 out of 345

8 Years Annualized Rolling Returns over time

8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.25%	+13.50% Mar 2009 - Feb 2018	-3.65% Mar 2000 - Feb 2009	5.11% 17 out of 333

9 Years Annualized Rolling Returns over time

9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.22%	+12.14% Jan 1986 - Dec 1995	-0.81% Mar 1999 - Feb 2009	0.62% 2 out of 321

10 Years Annualized Rolling Returns over time

10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.14%	+11.49% Apr 2003 - Mar 2014	-0.55% Mar 1998 - Feb 2009	0.65% 2 out of 309

11 Years Annualized Rolling Returns over time

11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.15%	+10.95% Mar 2009 - Feb 2021	+0.22% Mar 1991 - Feb 2003	0.00% 0 out of 297

12 Years Annualized Rolling Returns over time

12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.11%	+10.76% Jan 1986 - Dec 1998	-0.72% Oct 1989 - Sep 2002	2.11% 6 out of 285

13 Years Annualized Rolling Returns over time

13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average Return	Best Return	Worst Return	Negative Periods
+4.98%	+12.03% Jan 1986 - Dec 1999	-0.32% Mar 1989 - Feb 2003	1.10% 3 out of 273

14 Years Annualized Rolling Returns over time

14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average Return	Best Return	Worst Return	Negative Periods
+5.01%	+9.94% Jan 1986 - Dec 2000	+0.23% Apr 1988 - Mar 2003	0.00% 0 out of 261

15 Years Annualized Rolling Returns over time

15 Years Annualized Rolling Returns Histogram

In order to have complete information about the Fund, please refer to the DFA International Core Equity I (DFIEX) Fund: historical returns page.