Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFGEX (DFA Global Real Estate Securities Ptf) | 9.07% | 11.74% | 9.77% | 2.16% | 4.76% | 6.26% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFGEX (DFA Global Real Estate Securities Ptf) | 08/04/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.95 | 11.74 | 9.77 | 2.16 | 4.76 | 6.26 | NA | … | … | 9.07 | 4.06 | 1.92 | 9.55 | -23.84 | 31.03 | -6.71 | 26.32 | -4.12 | 9.22 | 6.40 | 0.73 | 22.73 | 1.74 | 23.13 | 1.78 | 23.75 | 32.67 | -36.79 |
| Sharpe Ratio | NA | 0.84 | 0.51 | 0.01 | 0.19 | NA | NA | … | … | 1.75 | 0.08 | -0.12 | 0.35 | -1.18 | 2.53 | -0.20 | 2.63 | -0.44 | 1.07 | 0.41 | 0.05 | 2.52 | 0.13 | 1.94 | 0.07 | 0.96 | 0.71 | -0.87 |
| Standard Deviation(%) | NA | 11.58 | 14.76 | 16.26 | 17.45 | NA | NA | … | … | 12.86 | 15.09 | 14.12 | 17.16 | 21.44 | 12.27 | 34.89 | 9.46 | 12.63 | 8.00 | 15.22 | 14.43 | 9.00 | 13.20 | 11.99 | 25.55 | 24.77 | 45.72 | 77.56 |
| Draw Down(%) | NA | 9.04 | 17.37 | 32.78 | 42.67 | NA | NA | … | … | 9.04 | 12.41 | 12.32 | 21.16 | 32.34 | 7.51 | 42.67 | 4.83 | 10.04 | 5.19 | 14.34 | 15.58 | 7.19 | 16.30 | 8.14 | 21.18 | 14.27 | 39.12 | 56.99 |
| Yield(%) | 0.00 | 4.01 | 3.99 | 3.65 | 4.34 | 5.10 | 4.33 | … | … | 0.00 | 4.25 | 3.70 | 3.55 | 4.13 | 5.78 | 2.11 | 8.34 | 4.65 | 3.91 | 5.18 | 2.38 | 4.44 | 3.52 | 7.53 | 3.00 | 7.82 | 8.56 | 1.09 |
Data as of 06/04/2026, Common starting date is 08/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGEX (DFA Global Real Estate Securities Ptf) |
-5.26%
Dec 2021 – Dec 2024 |
0.00%
Mar 2015 – Mar 2020 |
3.40%
Oct 2013 – Oct 2023 |
4.89%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGEX (DFA Global Real Estate Securities Ptf) |
36.31%
Feb 2009 – Feb 2012 |
25.99%
Feb 2009 – Feb 2014 |
16.29%
Feb 2009 – Feb 2019 |
11.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart