Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFCMX (DFA Calfrna Shrt Trm Mncpl Bnd Prtfl) | 0.73% | 2.40% | 2.88% | 1.95% | 1.37% | 1.26% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFCMX (DFA Calfrna Shrt Trm Mncpl Bnd Prtfl) | 05/07/2007 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.40 | 2.88 | 1.95 | 1.37 | 1.26 | NA | … | … | 0.73 | 2.97 | 2.84 | 3.66 | -0.15 | -0.10 | 0.68 | 1.57 | 1.16 | 1.07 | 0.09 | 1.02 | 0.81 | 0.65 | 0.94 | 2.68 | 0.94 | 1.78 | 0.90 | 0.38 |
| Sharpe Ratio | NA | -0.43 | -0.39 | -0.66 | -0.33 | NA | NA | … | … | -1.68 | 0.11 | -1.10 | 0.01 | -1.36 | -0.19 | 0.34 | 0.15 | -0.37 | 0.57 | -0.13 | 1.17 | 1.06 | 0.87 | 1.52 | 3.27 | 0.82 | 1.18 | -0.05 | -1.98 |
| Standard Deviation(%) | NA | 0.59 | 0.76 | 0.87 | 0.87 | NA | NA | … | … | 0.57 | 0.80 | 0.71 | 0.91 | 1.17 | 0.63 | 1.25 | 0.66 | 0.60 | 0.74 | 0.99 | 0.85 | 0.75 | 0.71 | 0.59 | 0.81 | 1.04 | 1.42 | 1.47 | 1.17 |
| Draw Down(%) | NA | 0.20 | 0.59 | 1.83 | 1.93 | NA | NA | … | … | 0.20 | 0.59 | 0.20 | 0.59 | 1.61 | 0.29 | 1.93 | 0.40 | 0.32 | 0.81 | 1.76 | 0.88 | 0.49 | 0.51 | 0.25 | 0.73 | 1.38 | 1.26 | 2.37 | 0.60 |
| Yield(%) | 0.00 | 2.28 | 2.44 | 1.73 | 1.31 | 1.23 | 1.07 | … | … | 0.72 | 2.64 | 2.62 | 1.90 | 0.69 | 0.36 | 0.86 | 1.18 | 0.96 | 0.88 | 0.87 | 0.83 | 0.81 | 0.84 | 1.32 | 1.69 | 1.52 | 0.00 | 0.00 | 0.18 |
Data as of 06/05/2026, Common starting date is 05/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCMX (DFA Calfrna Shrt Trm Mncpl Bnd Prtfl) |
-0.19%
Sep 2019 – Sep 2022 |
0.26%
Sep 2017 – Sep 2022 |
0.54%
Sep 2012 – Sep 2022 |
0.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCMX (DFA Calfrna Shrt Trm Mncpl Bnd Prtfl) |
3.45%
Sep 2022 – Sep 2025 |
1.95%
May 2021 – May 2026 |
1.37%
Dec 2015 – Dec 2025 |
1.34%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart