Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFGBX (DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO – INSTITUTIO) | 0.60% | 2.99% | 4.40% | 1.33% | 1.54% | 1.87% | 2.64% | … | … |
Data as of 06/05/2026, Common starting date is 12/10/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFGBX (DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO – INSTITUTIO) | 12/10/1990 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 2.99 | 4.40 | 1.33 | 1.54 | 1.87 | 2.64 | … | … | 0.60 | 4.32 | 5.37 | 5.00 | -6.63 | -1.03 | 1.52 | 4.05 | 1.68 | 1.97 | 1.77 | 1.45 | 2.87 | -0.41 | 4.80 | 4.51 | 5.30 | 4.19 | 4.02 | 5.22 | 3.89 | 1.72 | 2.44 | -3.94 | 6.91 | 5.93 | 6.66 | 3.71 | 8.36 | 8.31 | 10.82 | 16.00 | -4.35 | 9.28 | 3.74 | 9.90 | 0.66 |
| Sharpe Ratio | NA | 0.45 | 1.30 | -0.63 | -0.02 | NA | NA | … | … | -0.27 | 1.88 | 2.73 | 1.23 | -2.66 | -0.58 | 1.69 | 2.53 | 0.24 | 0.79 | 0.50 | 0.56 | 1.34 | -0.22 | 2.91 | 1.58 | 1.81 | 1.63 | 1.18 | 2.73 | 0.43 | -0.25 | 0.40 | -0.70 | 1.30 | 1.75 | 1.80 | 0.29 | 4.32 | 2.35 | 2.90 | 6.51 | -2.66 | 2.43 | 0.28 | 1.77 | 5.57 |
| Standard Deviation(%) | NA | 1.44 | 0.98 | 1.82 | 1.74 | NA | NA | … | … | 2.01 | 0.77 | 0.64 | 1.10 | 3.05 | 1.82 | 0.75 | 1.02 | 1.22 | 1.66 | 3.08 | 2.55 | 2.13 | 2.01 | 1.64 | 2.83 | 2.88 | 2.52 | 2.59 | 0.76 | 1.10 | 2.10 | 3.69 | 6.63 | 4.43 | 2.02 | 1.35 | 1.16 | 1.13 | 1.97 | 2.46 | 1.85 | 2.79 | 2.92 | 4.40 | 3.37 | 1.37 |
| Draw Down(%) | NA | 1.67 | 1.67 | 9.63 | 9.63 | NA | NA | … | … | 1.67 | 0.32 | 0.02 | 0.60 | 7.60 | 2.72 | 1.02 | 0.36 | 0.92 | 0.87 | 2.60 | 1.35 | 1.11 | 2.82 | 0.54 | 1.93 | 3.31 | 1.54 | 2.03 | 0.09 | 0.49 | 1.79 | 4.84 | 8.26 | 2.71 | 2.23 | 0.68 | 0.80 | 0.20 | 1.15 | 1.53 | 0.70 | 7.70 | 2.36 | 4.79 | 2.66 | 0.00 |
| Yield(%) | 0.00 | 4.01 | 4.12 | 2.70 | 2.35 | 2.43 | 2.83 | … | … | 0.00 | 4.08 | 4.72 | 3.66 | 1.50 | 0.72 | 0.03 | 2.34 | 4.60 | 1.97 | 2.06 | 1.72 | 2.03 | 2.39 | 2.59 | 4.24 | 6.64 | 3.56 | 1.66 | 3.48 | 0.75 | 4.85 | 1.84 | 0.00 | 0.54 | 4.65 | 7.12 | 5.87 | 4.99 | 11.22 | 9.92 | 9.48 | 3.48 | 4.80 | 4.58 | 6.79 | 1.46 |
Data as of 06/05/2026, Common starting date is 12/10/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGBX (DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO – INSTITUTIO) |
-2.30%
Sep 2019 – Sep 2022 |
-0.33%
Sep 2017 – Sep 2022 |
0.65%
Sep 2012 – Sep 2022 |
1.85%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGBX (DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO – INSTITUTIO) |
11.73%
Jan 1995 – Jan 1998 |
9.49%
Jun 1994 – Jun 1999 |
7.15%
Mar 1991 – Mar 2001 |
5.63%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart