Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFEQX (DFA Short-Term Extended Quality Ptf) | 1.59% | 4.15% | 5.15% | 2.28% | 2.10% | 2.06% | NA | … | … |
Data as of 06/15/2026, Common starting date is 03/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFEQX (DFA Short-Term Extended Quality Ptf) | 03/26/2009 | 06/15/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 4.15 | 5.15 | 2.28 | 2.10 | 2.06 | NA | … | … | 1.59 | 4.91 | 5.50 | 5.44 | -5.04 | -0.32 | 2.24 | 4.52 | 1.35 | 1.98 | 1.95 | 1.17 | 1.68 | 0.41 | 3.63 | 2.93 | 3.36 | 4.80 |
| Sharpe Ratio | NA | 1.34 | 2.10 | -0.16 | 0.28 | NA | NA | … | … | 0.64 | 2.81 | 2.99 | 0.91 | -2.00 | -0.29 | 1.71 | 3.49 | -0.03 | 1.07 | 1.00 | 0.63 | 1.15 | 0.26 | 3.05 | 1.54 | 1.38 | 2.21 |
| Standard Deviation(%) | NA | 1.05 | 0.87 | 1.88 | 1.57 | NA | NA | … | … | 1.34 | 0.72 | 0.63 | 1.98 | 3.25 | 1.21 | 1.16 | 0.87 | 1.10 | 1.23 | 1.72 | 1.82 | 1.45 | 1.42 | 1.18 | 1.88 | 2.37 | 2.80 |
| Draw Down(%) | NA | 0.76 | 0.76 | 8.00 | 8.00 | NA | NA | … | … | 0.76 | 0.10 | 0.04 | 1.37 | 7.12 | 1.36 | 2.57 | 0.28 | 0.74 | 0.69 | 1.89 | 0.80 | 0.85 | 1.69 | 0.56 | 1.01 | 1.89 | 1.59 |
| Yield(%) | 0.00 | 4.44 | 4.50 | 3.02 | 2.38 | 2.21 | 1.92 | … | … | 1.39 | 4.25 | 4.45 | 3.40 | 1.66 | 0.90 | 0.48 | 2.23 | 3.10 | 1.97 | 1.67 | 1.72 | 1.58 | 1.60 | 2.12 | 2.44 | 1.36 | 0.00 |
Data as of 06/15/2026, Common starting date is 03/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFEQX (DFA Short-Term Extended Quality Ptf) |
-1.51%
Oct 2019 – Oct 2022 |
0.13%
Oct 2017 – Oct 2022 |
0.81%
Oct 2012 – Oct 2022 |
1.89%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFEQX (DFA Short-Term Extended Quality Ptf) |
5.68%
Oct 2022 – Oct 2025 |
2.99%
Apr 2009 – Apr 2014 |
2.41%
Apr 2009 – Apr 2019 |
2.15%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart