Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFAAX (DFA Global Core Plus Real Return Portfolio Institutional Class) | 2.18% | 5.32% | 6.36% | 2.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAAX (DFA Global Core Plus Real Return Portfolio Institutional Class) | 05/04/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 5.32 | 6.36 | 2.47 | NA | NA | NA | … | … | 2.18 | 6.36 | 4.40 | 9.50 | -13.41 | 5.76 |
| Sharpe Ratio | NA | 1.16 | 0.92 | 0.01 | NA | NA | NA | … | … | 1.14 | 0.96 | 0.23 | 1.09 | -1.62 | 2.05 |
| Standard Deviation(%) | NA | 2.86 | 3.89 | 5.56 | NA | NA | NA | … | … | 3.25 | 3.63 | 3.40 | 5.43 | 9.19 | 4.27 |
| Draw Down(%) | NA | 2.65 | 3.43 | 17.35 | NA | NA | NA | … | … | 2.65 | 2.99 | 1.80 | 3.43 | 16.57 | 2.43 |
| Yield(%) | 0.00 | 3.99 | 4.14 | 2.82 | 1.42 | 0.95 | 0.71 | … | … | 0.00 | 4.11 | 4.10 | 4.16 | 1.75 | 0.92 |
Data as of 06/04/2026, Common starting date is 05/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAAX (DFA Global Core Plus Real Return Portfolio Institutional Class) |
-0.34%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAAX (DFA Global Core Plus Real Return Portfolio Institutional Class) |
8.29%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart