Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDFPX (DFA Intl Core Equity 529 Port A) | 10.58% | 26.85% | 19.06% | 9.08% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDFPX (DFA Intl Core Equity 529 Port A) | 09/13/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 26.85 | 19.06 | 9.08 | NA | NA | NA | … | … | 10.58 | 36.28 | 3.96 | 16.18 | -13.10 | 13.17 | 7.24 | 21.21 | -17.75 | 27.56 | 2.15 |
| Sharpe Ratio | NA | 1.88 | 1.16 | 0.43 | NA | NA | NA | … | … | 1.55 | 2.31 | -0.21 | 0.89 | -0.62 | 1.05 | 0.23 | 1.82 | -1.40 | 3.43 | 0.74 |
| Standard Deviation(%) | NA | 13.89 | 14.08 | 16.14 | NA | NA | NA | … | … | 17.31 | 14.75 | 12.46 | 13.45 | 23.40 | 12.53 | 30.91 | 10.89 | 13.65 | 7.88 | 9.56 |
| Draw Down(%) | NA | 11.04 | 12.83 | 28.74 | NA | NA | NA | … | … | 11.04 | 12.83 | 9.22 | 11.23 | 28.49 | 6.96 | 37.72 | 8.66 | 25.69 | 2.38 | 4.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDFPX (DFA Intl Core Equity 529 Port A) |
-5.05%
Mar 2017 – Mar 2020 |
-1.29%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDFPX (DFA Intl Core Equity 529 Port A) |
22.34%
Sep 2022 – Sep 2025 |
13.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart