THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES
The DFA Investment Trust Company

Average annual returns

No trailing-return data available for this share class.

Risk statistics

24 months through July 31, 2021
Volatility (ann.)
23.86%
Sharpe
0.60
Sortino
0.89
Max drawdown
-30.33%
Best month
14.93%
Worst month
-19.03%
Beta vs VTSAX
1.15
Correlation
0.94

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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