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DISVX · DFA International Small Cap Value Portfolio

Over the last 15 years (2011-10 to 2026-10), $10,000 invested in DISVX with dividends reinvested grew to $46,261, 10.69% a year, with a worst peak-to-trough fall of -41.06%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-10 to 2026-10 · dividends reinvested

CAGR (annualized return)
10.69%
Volatility (annualized)
16.94%
Worst drawdown
-41.06%
Sharpe ratio
0.59

How DISVX held up in past market crashes

DISVX has been through 5 of the market crashes since 2000 in our data. Its deepest price fall was 65.0% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 8.8 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of DISVX in each market crash, next to the S&P 500
CrashDISVX deepest fallS&P 500 (SPY)Peak to bottomBack to peak
Dot-com bust-20.7%-49.1%Jul 2000 to Oct 20027 months
2008 financial crisis-65.0%-56.5%Oct 2007 to Mar 20098.8 years
2018 fourth-quarter selloff-26.6%-20.2%Sep 2018 to Dec 20182.3 years
2020 COVID crash-39.1%-34.1%Feb 2020 to Mar 20208 months
2022 bear market-28.1%-25.4%Jan 2022 to Oct 202217 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About DISVX

DFA International Small Cap Value Portfolio Institutional Class is a mutual fund focused on long-term capital appreciation by investing primarily in small-capitalization companies outside the United States. Managed by Dimensional Fund Advisors, this portfolio targets stocks in developed markets that exhibit value characteristics—typically lower valuations based on metrics such as price-to-earnings and price-to-book ratios, and higher dividend yields.

Fund description from our market-data provider.

Put DISVX to the test

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.