Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFIHX (DFA ONE-YEAR FIXED INCOME PORTFOLIO DFA ONE-YEAR FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) | 2.44% | 4.73% | 4.40% | 2.27% | 1.77% | 1.37% | 1.92% | 3.80% |
Data as of 07/18/2025, AR inception is 01/07/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIHX (DFA ONE-YEAR FIXED INCOME PORTFOLIO DFA ONE-YEAR FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) | 01/07/1986 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.73 | 4.40 | 2.27 | 1.77 | 1.37 | 1.92 | 3.80 | 2.44 | 5.41 | 4.98 | -1.19 | -0.19 | 0.62 | 2.44 | 1.87 | 0.84 | 0.76 | 0.31 | 0.27 | 0.34 | 0.93 | 0.59 | 1.10 | 1.92 | 4.02 | 5.19 | 4.78 | 2.30 | 0.89 | 1.61 | 5.87 | 5.76 | 6.73 | 4.59 | 5.70 | 5.99 | 5.76 | 7.99 | 2.35 | 4.28 | 3.66 | 8.39 | 9.10 | 9.55 | 7.40 | 6.50 | 7.87 |
| Sharpe Ratio | NA | 2.38 | 1.21 | 0.24 | 0.48 | NA | NA | 1.59 | 2.34 | 2.74 | 1.36 | -2.13 | -0.90 | 0.84 | 1.80 | 0.69 | 0.36 | 0.96 | 0.43 | 0.64 | 0.85 | 1.98 | 0.92 | 1.37 | 1.88 | 2.25 | 3.20 | 2.17 | 0.06 | -0.10 | 0.89 | 2.31 | 2.86 | 3.00 | 1.28 | 2.14 | 2.82 | 2.49 | 4.60 | -0.68 | 2.60 | 0.69 | 5.08 | 4.01 | 4.61 | 2.08 | 1.43 | 2.99 |
| Standard Deviation(%) | NA | 0.65 | 0.86 | 0.82 | 0.71 | NA | NA | 0.96 | 0.65 | 0.65 | 0.98 | 1.23 | 0.24 | 0.44 | 0.54 | 0.71 | 0.50 | 0.56 | 0.65 | 0.40 | 0.36 | 0.45 | 0.61 | 0.74 | 0.97 | 1.35 | 0.64 | 0.63 | 0.70 | 0.91 | 1.01 | 2.04 | 1.18 | 0.83 | 0.95 | 1.04 | 0.82 | 0.84 | 0.87 | 1.07 | 0.81 | 1.67 | 0.88 | 0.89 | 0.78 | 1.20 | 1.58 | 1.22 |
| Draw Down(%) | NA | 0.06 | 0.83 | 2.26 | 2.26 | NA | NA | 2.26 | 0.06 | 0.06 | 0.20 | 2.07 | 0.19 | 0.19 | 0.10 | 0.14 | 0.13 | 0.34 | 0.28 | 0.16 | 0.16 | 0.10 | 0.20 | 0.20 | 0.35 | 1.17 | 0.07 | 0.10 | 0.14 | 0.74 | 0.56 | 0.48 | 0.49 | 0.10 | 0.29 | 0.49 | 0.11 | 0.16 | 0.21 | 0.65 | 0.19 | 1.42 | 0.29 | 0.29 | 0.10 | 0.60 | 0.49 | 0.75 |
| Yield(%) | 0.00 | 4.61 | 3.79 | 2.29 | 1.79 | 1.40 | 1.85 | 3.72 | 2.03 | 4.99 | 3.41 | 1.06 | 0.00 | 0.62 | 2.13 | 1.85 | 1.03 | 0.66 | 0.50 | 0.37 | 0.44 | 0.74 | 0.78 | 0.90 | 1.62 | 2.97 | 4.98 | 4.10 | 3.06 | 1.57 | 2.00 | 5.56 | 4.55 | 6.05 | 5.18 | 5.46 | 5.85 | 5.52 | 6.01 | 4.46 | 4.02 | 4.68 | 6.65 | 8.36 | 8.70 | 7.76 | 7.03 | 7.50 |
Data as of 07/18/2025, AR inception is 01/07/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIHX (DFA ONE-YEAR FIXED INCOME PORTFOLIO DFA ONE-YEAR FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) |
-0.42%
Oct 2019 - Oct 2022 |
0.47%
May 2011 - May 2016 |
0.53%
Sep 2012 - Sep 2022 |
0.96%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIHX (DFA ONE-YEAR FIXED INCOME PORTFOLIO DFA ONE-YEAR FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) |
9.03%
Nov 1988 - Nov 1991 |
8.40%
Sep 1987 - Sep 1992 |
6.64%
Feb 1986 - Feb 1996 |
6.37%
Feb 1986 - Feb 2001 |
Annualized Rolling Returns Comparison Chart