Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFITX (DFA International Real Estate Sec I) | -3.69% | 3.50% | 5.78% | -1.59% | 1.40% | 3.13% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFITX (DFA International Real Estate Sec I) | 05/07/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.95 | 3.50 | 5.78 | -1.59 | 1.40 | 3.13 | NA | … | … | -3.69 | 17.23 | -7.69 | 5.95 | -21.73 | 12.80 | -9.02 | 23.62 | -6.93 | 15.38 | 2.93 | -3.62 | 11.12 | 2.27 | 33.41 | -7.75 | 18.09 | 37.01 | -52.72 | -21.16 |
| Sharpe Ratio | NA | 0.07 | 0.19 | -0.27 | -0.01 | NA | NA | … | … | -0.74 | 1.05 | -1.09 | 0.12 | -1.20 | 1.11 | -0.27 | 2.83 | -0.83 | 2.02 | 0.14 | -0.27 | 1.31 | 0.19 | 2.71 | -0.35 | 0.93 | 1.24 | -1.27 | -1.39 |
| Standard Deviation(%) | NA | 11.97 | 13.63 | 14.68 | 16.95 | NA | NA | … | … | 14.68 | 13.96 | 13.12 | 14.70 | 19.36 | 11.48 | 34.77 | 7.85 | 10.01 | 7.35 | 20.12 | 13.59 | 8.48 | 12.03 | 12.41 | 22.30 | 19.27 | 29.78 | 42.28 | 23.83 |
| Draw Down(%) | NA | 12.31 | 18.03 | 34.85 | 45.26 | NA | NA | … | … | 12.31 | 10.02 | 17.26 | 21.32 | 33.33 | 7.25 | 45.26 | 4.48 | 11.72 | 5.04 | 14.96 | 14.39 | 8.43 | 16.30 | 7.55 | 21.47 | 16.63 | 36.71 | 61.38 | 23.64 |
| Yield(%) | 0.00 | 6.71 | 5.83 | 3.98 | 4.60 | 5.04 | 2.51 | … | … | 0.00 | 7.76 | 5.50 | 5.05 | 0.00 | 8.30 | 0.00 | 14.14 | 5.24 | 4.68 | 8.25 | 1.70 | 6.68 | 5.00 | 14.87 | 4.92 | 13.22 | 13.68 | 1.30 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFITX (DFA International Real Estate Sec I) |
-20.57%
Jun 2007 – Jun 2010 |
-7.11%
Jun 2007 – Jun 2012 |
-0.35%
Jun 2007 – Jun 2017 |
-1.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFITX (DFA International Real Estate Sec I) |
28.57%
Feb 2009 – Feb 2012 |
22.23%
Feb 2009 – Feb 2014 |
12.95%
Feb 2009 – Feb 2019 |
7.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart