DF

DFA REAL ESTATE SECURITIES PORTFOLIO - INSTITUTIONAL CLASS

DFREX Mutual Fund
$42.22
-0.37 (-0.87%)
NAV as of Oct 14, 2026

Performance

1 Month
-2.7%
3 Months
-8.8%
YTD
+8.5%
1 Year
+8.8%
3 Year annualized
+10.4%
5 Year annualized
+1.2%

Price return, based on split- and dividend-adjusted closing prices.

Risk

Volatility 1-year annualized
13.7%
Largest decline max drawdown, last 5 years
-33.1%
Risk-adjusted return Sharpe ratio, 1-year
0.69

Own DFREX?

See how DFREX contributes to your portfolio's return, allocation, and risk.

7-day free trial, then $9/month.