Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFAIX (DFA Short-Duration Real Return Portfolio) | 2.57% | 4.85% | 5.79% | 3.82% | 3.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAIX (DFA Short-Duration Real Return Portfolio) | 11/22/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.85 | 5.79 | 3.82 | 3.32 | NA | NA | … | … | 2.57 | 0.19 | 6.38 | 5.64 | -2.77 | 5.40 | 2.75 | 5.62 | 0.11 | 1.71 | 3.63 | 0.46 | -0.95 | -1.00 |
| Sharpe Ratio | NA | 2.08 | 2.51 | 0.57 | 0.84 | NA | NA | … | … | 2.84 | -0.57 | -0.26 | 0.73 | -0.97 | 3.01 | 0.95 | 3.49 | -1.00 | 0.72 | 1.83 | 0.18 | -0.48 | -5.41 |
| Standard Deviation(%) | NA | 1.10 | 1.05 | 2.33 | 2.05 | NA | NA | … | … | 1.37 | 4.73 | 0.80 | 1.92 | 4.32 | 1.79 | 2.64 | 1.21 | 1.21 | 1.50 | 1.87 | 2.36 | 2.02 | 1.78 |
| Draw Down(%) | NA | 0.47 | 0.47 | 5.46 | 5.63 | NA | NA | … | … | 0.47 | 4.64 | 0.10 | 0.59 | 5.46 | 1.37 | 5.63 | 0.30 | 1.20 | 1.00 | 1.11 | 2.02 | 4.06 | 1.10 |
| Yield(%) | 0.00 | 4.54 | 4.21 | 3.03 | 2.50 | 1.79 | 1.34 | … | … | 0.00 | 4.66 | 4.23 | 3.74 | 1.60 | 1.03 | 0.83 | 2.60 | 2.65 | 1.70 | 1.44 | 1.27 | 0.87 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAIX (DFA Short-Duration Real Return Portfolio) |
0.23%
Jun 2014 – Jun 2017 |
0.98%
Dec 2013 – Dec 2018 |
2.12%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAIX (DFA Short-Duration Real Return Portfolio) |
6.19%
Sep 2022 – Sep 2025 |
4.63%
Mar 2020 – Mar 2025 |
3.38%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart