Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFAPX (DFA Investment Grade Portfolio) | 0.10% | 4.27% | 4.37% | 0.15% | 1.80% | 2.42% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAPX (DFA Investment Grade Portfolio) | 03/14/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.27 | 4.37 | 0.15 | 1.80 | 2.42 | NA | … | … | 0.10 | 3.85 | 1.82 | 6.84 | -12.92 | -2.97 | 9.16 | 9.96 | -0.24 | 3.38 | 2.16 | 1.62 | 6.22 | -2.87 | 5.31 | 6.57 |
| Sharpe Ratio | NA | 0.61 | 0.28 | -0.40 | 0.05 | NA | NA | … | … | -0.51 | 0.21 | -0.99 | 0.40 | -1.79 | -0.73 | 1.80 | 2.30 | -0.53 | 0.91 | 0.56 | 0.36 | 1.87 | -0.77 | 1.70 | 1.76 |
| Standard Deviation(%) | NA | 3.82 | 4.90 | 5.80 | 4.88 | NA | NA | … | … | 3.96 | 4.90 | 4.83 | 6.54 | 8.00 | 4.11 | 4.93 | 3.72 | 2.97 | 3.04 | 3.48 | 4.39 | 3.31 | 3.80 | 3.11 | 4.66 |
| Draw Down(%) | NA | 3.09 | 4.74 | 19.38 | 19.45 | NA | NA | … | … | 3.09 | 2.57 | 3.76 | 5.55 | 16.92 | 3.75 | 7.32 | 2.17 | 3.29 | 1.61 | 5.00 | 2.98 | 1.47 | 5.96 | 1.61 | 2.06 |
| Yield(%) | 0.00 | 3.33 | 3.46 | 2.59 | 2.49 | 2.57 | 1.97 | … | … | 0.00 | 3.89 | 3.74 | 3.40 | 2.24 | 1.79 | 2.26 | 2.77 | 2.59 | 2.25 | 1.70 | 2.43 | 2.50 | 2.19 | 2.45 | 1.61 |
Data as of 06/04/2026, Common starting date is 03/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAPX (DFA Investment Grade Portfolio) |
-5.38%
Oct 2020 – Oct 2023 |
-0.81%
Jul 2020 – Jul 2025 |
0.84%
Oct 2012 – Oct 2022 |
2.44%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAPX (DFA Investment Grade Portfolio) |
6.74%
Jul 2018 – Jul 2021 |
4.81%
Dec 2015 – Dec 2020 |
3.76%
Jun 2011 – Jun 2021 |
2.51%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart