Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFIVX (DFA INTERNATIONAL VALUE PORTFOLIO DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS) | 21.18% | 21.54% | 17.13% | 17.06% | 6.60% | 7.16% | 6.16% | 6.75% |
Data as of 06/24/2025, AR inception is 06/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIVX (DFA INTERNATIONAL VALUE PORTFOLIO DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS) | 06/07/1994 | 06/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 21.54 | 17.13 | 17.06 | 6.60 | 7.16 | 6.16 | 6.75 | 21.18 | 6.87 | 17.83 | -3.51 | 18.72 | -2.12 | 15.67 | -17.49 | 26.09 | 8.41 | -6.32 | -6.99 | 23.12 | 16.61 | -16.85 | 10.57 | 39.45 | -46.33 | 10.24 | 33.26 | 16.03 | 28.80 | 49.93 | -9.42 | -15.26 | -0.16 | 16.30 | 14.84 | -3.14 | 7.81 | 11.38 | 0.53 |
| Sharpe Ratio | NA | 1.02 | 0.83 | 0.85 | 0.28 | NA | NA | 0.26 | 2.25 | 0.26 | 1.03 | -0.22 | 1.26 | -0.07 | 1.15 | -1.28 | 2.89 | 0.40 | -0.37 | -0.57 | 1.61 | 0.88 | -0.57 | 0.43 | 1.10 | -1.04 | 0.38 | 2.06 | 1.28 | 1.92 | 3.49 | -0.57 | -1.10 | -0.39 | 1.14 | 0.61 | -0.50 | 0.57 | 0.65 | -0.30 |
| Standard Deviation(%) | NA | 16.51 | 16.30 | 17.00 | 18.39 | NA | NA | 19.41 | 19.43 | 12.46 | 13.87 | 22.05 | 14.83 | 32.85 | 12.36 | 14.78 | 8.83 | 20.69 | 17.01 | 12.31 | 14.34 | 19.02 | 29.86 | 24.11 | 35.66 | 45.30 | 18.55 | 14.53 | 10.73 | 14.48 | 14.11 | 18.44 | 16.31 | 11.30 | 11.35 | 18.55 | 13.56 | 7.23 | 11.38 | 8.46 |
| Draw Down(%) | NA | 14.39 | 15.28 | 25.29 | 48.11 | NA | NA | 66.59 | 14.39 | 8.37 | 9.27 | 25.29 | 9.31 | 41.70 | 12.62 | 26.18 | 3.23 | 16.03 | 20.93 | 15.56 | 9.74 | 19.12 | 30.01 | 20.25 | 33.98 | 58.68 | 12.91 | 16.02 | 7.79 | 11.18 | 14.33 | 29.10 | 26.11 | 10.98 | 9.06 | 25.89 | 15.55 | 5.13 | 6.28 | 8.68 |
| Yield(%) | 0.00 | 3.84 | 4.55 | 5.34 | 3.53 | 4.27 | 4.33 | 5.80 | 0.23 | 4.08 | 4.93 | 3.49 | 5.09 | 2.29 | 4.13 | 5.07 | 3.44 | 3.58 | 3.14 | 4.42 | 3.17 | 3.40 | 3.30 | 2.27 | 3.14 | 3.08 | 4.99 | 5.25 | 4.76 | 2.79 | 2.97 | 0.95 | 4.78 | 7.40 | 3.63 | 2.54 | 3.29 | 4.55 | 1.97 | 1.32 |
Data as of 06/24/2025, AR inception is 06/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIVX (DFA INTERNATIONAL VALUE PORTFOLIO DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS) |
-17.73%
Feb 2006 - Feb 2009 |
-8.96%
May 2007 - May 2012 |
-0.15%
May 2007 - May 2017 |
0.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIVX (DFA INTERNATIONAL VALUE PORTFOLIO DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS) |
39.36%
Mar 2003 - Mar 2006 |
29.91%
Oct 2002 - Oct 2007 |
13.33%
Oct 1997 - Oct 2007 |
10.11%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart