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DFA Emerging Year to Date Return vs. Year to Date Return

    

Relationship of Year to Date Return to Annual Yield for DFA Emerging Markets Value I

DFA Emerging Markets Value I is rated below average in year to date return among similar funds. It is rated below average in annual yield among similar funds .
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

DFA Emerging

YTD Return

=

(Mean of Monthly Returns - 1)

X

100%

=
(0.96) %
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

DFA Emerging

Yield

=

Income from Security

Current Share Price

=
1.67 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have a higher yields.

Annual Yield Comparison

DFA Emerging is currently under evaluation in annual yield among similar funds.

Year to Date Return Comparison

DFA Emerging is currently under evaluation in year to date return among similar funds.
    
DFEVX United States NASDAQ
DFA Emerging Markets Value I
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
    


 
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