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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DFGPX (Dfa Gb Aln5/75R2) NA 6.85% 3.00% 3.13% 3.11% 3.43% NA 3.51%
Data as of 06/16/2023, AR inception is 03/08/2004
More Performance Analytics Comparison
Name Start Date End Date
DFGPX (Dfa Gb Aln5/75R2) 03/08/2004 06/16/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 6.85 3.00 3.13 3.11 3.43 NA 3.51 3.52 -6.30 1.95 7.12 9.55 -2.12 6.36 4.56 -0.97 2.00 5.54 6.66 1.17 7.42 12.98 -9.95 4.16 7.03 2.69 2.56
Sharpe Ratio NA 0.60 0.36 0.36 0.54 NA NA 0.52 0.88 -1.13 0.45 0.85 2.86 -0.99 2.91 1.20 -0.28 0.73 1.69 1.90 0.19 1.46 1.65 -1.19 0.27 1.21 0.17 0.59
Standard Deviation(%) NA 5.86 4.99 5.39 4.41 NA NA 4.92 3.64 6.84 4.28 8.07 2.85 3.50 1.97 3.62 3.57 2.72 3.27 3.51 6.14 5.01 7.81 9.13 4.20 3.10 3.07 3.56
Draw Down(%) NA 6.41 11.22 11.22 11.22 NA NA 18.50 2.35 11.01 3.97 10.48 1.39 4.94 0.76 2.23 3.86 2.52 3.41 2.73 5.69 3.70 8.37 14.84 2.52 2.60 1.72 3.87
Yield(%) 0.00 2.52 2.62 2.62 2.15 2.18 2.16 2.27 0.02 2.32 3.32 1.97 2.49 2.65 1.89 1.91 0.92 1.60 1.26 1.54 1.76 1.48 2.19 1.33 2.33 0.76 2.69 1.83
Data as of 06/16/2023, AR inception is 03/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFGPX (Dfa Gb Aln5/75R2) -2.27%
Feb 2006 - Feb 2009
1.79%
Mar 2015 - Mar 2020
2.58%
Sep 2012 - Sep 2022
2.70%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFGPX (Dfa Gb Aln5/75R2) 10.35%
Feb 2009 - Feb 2012
8.08%
Feb 2009 - Feb 2014
5.23%
Feb 2009 - Feb 2019
4.06%
Jul 2006 - Jul 2021
Annualized Rolling Returns Comparison Chart