Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCARX (DFA California Municipal Real Return Portfolio Institutional Class) | 1.94% | 3.37% | 3.40% | 2.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCARX (DFA California Municipal Real Return Portfolio Institutional Class) | 11/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 3.37 | 3.40 | 2.60 | NA | NA | NA | … | … | 1.94 | 3.11 | 3.16 | 2.62 | -1.05 | 6.22 | 2.35 | 5.11 | -0.47 | -0.20 |
| Sharpe Ratio | NA | 0.50 | 0.20 | 0.05 | NA | NA | NA | … | … | 1.41 | 0.19 | -0.50 | -0.58 | -0.66 | 3.53 | 0.34 | 1.92 | -1.07 | -0.85 |
| Standard Deviation(%) | NA | 1.04 | 1.17 | 2.12 | NA | NA | NA | … | … | 1.30 | 1.19 | 0.92 | 1.79 | 3.78 | 1.76 | 6.18 | 1.90 | 1.74 | 2.56 |
| Draw Down(%) | NA | 0.47 | 1.24 | 4.79 | NA | NA | NA | … | … | 0.47 | 0.93 | 0.28 | 1.95 | 4.79 | 1.18 | 12.27 | 1.33 | 2.17 | 1.65 |
| Yield(%) | 0.00 | 3.04 | 3.02 | 2.21 | 1.60 | 1.07 | 0.80 | … | … | 0.71 | 3.55 | 3.50 | 1.85 | 0.88 | 0.84 | 1.13 | 1.51 | 1.24 | 0.10 |
Data as of 06/04/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCARX (DFA California Municipal Real Return Portfolio Institutional Class) |
1.56%
Dec 2021 – Dec 2024 |
2.36%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCARX (DFA California Municipal Real Return Portfolio Institutional Class) |
5.23%
Mar 2020 – Mar 2023 |
4.23%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart