Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFIGX (DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLI) | -0.62% | 3.04% | 2.95% | -0.76% | 0.61% | 1.55% | 2.93% | … | … |
Data as of 06/04/2026, Common starting date is 12/10/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIGX (DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLI) | 12/10/1990 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.04 | 2.95 | -0.76 | 0.61 | 1.55 | 2.93 | … | … | -0.62 | 7.16 | 0.47 | 4.58 | -13.12 | -4.14 | 6.43 | 7.22 | 0.92 | 2.22 | 1.14 | 1.76 | 5.18 | -3.52 | 3.71 | 9.43 | 6.92 | -0.72 | 12.88 | 9.53 | 3.59 | 1.64 | 4.28 | 2.46 | 15.14 | 8.21 | 13.53 | -3.58 | 10.52 | 9.15 | 2.37 | 17.73 | -4.74 | 10.04 | 6.74 | 16.26 | 0.07 |
| Sharpe Ratio | NA | 0.27 | -0.01 | -0.52 | -0.17 | NA | NA | … | … | -0.97 | 0.94 | -0.58 | 0.12 | -1.80 | -0.94 | 0.98 | 1.33 | -0.15 | 0.47 | 0.21 | 0.39 | 1.69 | -0.97 | 1.04 | 1.94 | 1.49 | -0.14 | 1.51 | 1.46 | 0.06 | -0.17 | 0.62 | 0.26 | 2.24 | 0.87 | 2.12 | -1.45 | 1.41 | 1.38 | -0.25 | 3.01 | -1.55 | 2.04 | 1.06 | 3.60 | -0.94 |
| Standard Deviation(%) | NA | 3.84 | 5.31 | 6.20 | 5.41 | NA | NA | … | … | 3.91 | 4.56 | 5.45 | 7.54 | 8.12 | 4.44 | 6.28 | 4.33 | 3.16 | 3.35 | 4.47 | 4.46 | 3.05 | 3.66 | 3.52 | 4.84 | 4.58 | 5.93 | 7.87 | 4.39 | 3.17 | 3.76 | 5.32 | 6.61 | 6.25 | 6.77 | 4.39 | 4.78 | 4.99 | 3.95 | 5.17 | 4.57 | 5.04 | 3.84 | 3.99 | 3.41 | 4.11 |
| Draw Down(%) | NA | 3.76 | 5.94 | 18.46 | 22.33 | NA | NA | … | … | 3.76 | 2.58 | 4.63 | 7.44 | 15.70 | 4.69 | 4.10 | 2.80 | 3.22 | 2.27 | 6.22 | 2.79 | 1.33 | 6.01 | 2.15 | 2.67 | 4.37 | 4.75 | 4.92 | 2.68 | 2.46 | 2.98 | 6.46 | 8.16 | 3.54 | 6.02 | 3.45 | 5.30 | 3.81 | 2.58 | 5.38 | 2.39 | 7.40 | 3.66 | 3.67 | 1.52 | 1.16 |
| Yield(%) | 0.00 | 2.39 | 2.55 | 1.88 | 1.93 | 2.29 | 3.14 | … | … | 0.00 | 3.11 | 2.76 | 2.36 | 1.54 | 1.25 | 1.69 | 2.27 | 2.17 | 2.14 | 2.23 | 2.46 | 2.77 | 2.35 | 2.91 | 4.17 | 4.29 | 4.37 | 5.01 | 4.58 | 4.37 | 4.88 | 4.99 | 7.37 | 7.49 | 5.66 | 6.13 | 5.51 | 6.13 | 6.61 | 5.72 | 6.81 | 6.04 | 6.53 | 6.88 | 8.06 | 1.50 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DFIGX (DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLI) |
-7.34%
Oct 2020 – Oct 2023 |
-2.59%
May 2020 – May 2025 |
0.08%
Oct 2012 – Oct 2022 |
1.55%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIGX (DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLI) |
14.01%
May 2000 – May 2003 |
9.05%
May 1998 – May 2003 |
7.83%
Oct 1994 – Oct 2004 |
7.15%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart