Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFREX (DFA REAL ESTATE SECURITIES PORTFOLIO DFA REAL ESTATE SECURITIES PORTFOLIO – INSTITUTIONAL CLASS) | 13.32% | 13.11% | 10.66% | 3.40% | 6.25% | 7.90% | 6.42% | … | … |
Data as of 06/04/2026, Common starting date is 11/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFREX (DFA REAL ESTATE SECURITIES PORTFOLIO DFA REAL ESTATE SECURITIES PORTFOLIO – INSTITUTIONAL CLASS) | 11/29/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 13.11 | 10.66 | 3.40 | 6.25 | 7.90 | 6.42 | … | … | 13.32 | 1.52 | 5.52 | 11.20 | -24.93 | 41.89 | -5.03 | 28.12 | -3.04 | 5.71 | 8.34 | 3.26 | 31.08 | 1.35 | 17.48 | 8.95 | 28.67 | 28.40 | -37.56 | -18.57 | 35.26 | 13.15 | 32.07 | 35.59 | 4.18 | 13.16 | 28.39 | -1.98 | -15.38 | 19.34 | 33.84 | 12.13 | -8.40 | 5.92 |
| Sharpe Ratio | NA | 0.78 | 0.50 | 0.08 | 0.23 | NA | NA | … | … | 2.31 | -0.08 | 0.12 | 0.38 | -1.08 | 2.81 | -0.14 | 2.16 | -0.27 | 0.50 | 0.46 | 0.19 | 2.77 | 0.08 | 1.29 | 0.30 | 1.03 | 0.42 | -0.51 | -0.84 | 2.19 | 0.69 | 1.76 | 3.01 | 0.21 | 1.08 | 2.33 | -0.56 | -1.33 | 1.36 | 5.50 | 1.52 | -1.37 | 9.10 |
| Standard Deviation(%) | NA | 13.04 | 16.60 | 18.70 | 19.93 | NA | NA | … | … | 14.10 | 16.74 | 15.88 | 20.05 | 24.57 | 14.88 | 37.92 | 12.37 | 16.25 | 10.09 | 17.64 | 17.40 | 11.23 | 15.70 | 13.59 | 30.00 | 27.84 | 66.76 | 74.74 | 26.06 | 14.62 | 15.74 | 17.65 | 11.58 | 14.74 | 10.07 | 10.38 | 9.58 | 14.15 | 11.44 | 5.44 | 5.36 | 8.39 | 9.41 |
| Draw Down(%) | NA | 8.40 | 17.64 | 33.11 | 41.49 | NA | NA | … | … | 8.40 | 14.42 | 10.95 | 21.17 | 31.74 | 7.88 | 41.49 | 6.11 | 12.64 | 6.27 | 15.09 | 17.09 | 7.64 | 18.10 | 8.89 | 22.80 | 16.99 | 42.77 | 63.86 | 29.80 | 10.36 | 11.35 | 18.00 | 6.78 | 17.61 | 11.13 | 7.87 | 17.77 | 23.20 | 7.22 | 3.23 | 4.00 | 17.92 | 1.44 |
| Yield(%) | 0.00 | 2.80 | 3.45 | 3.25 | 3.88 | 4.99 | 4.27 | … | … | 0.40 | 2.83 | 3.01 | 3.85 | 4.45 | 3.67 | 3.12 | 2.86 | 4.53 | 3.35 | 4.28 | 2.83 | 3.32 | 2.94 | 3.32 | 1.73 | 3.22 | 4.40 | 2.85 | 8.37 | 6.89 | 4.15 | 7.59 | 6.11 | 5.74 | 6.52 | 7.19 | 5.30 | 4.31 | 5.76 | 6.49 | 6.37 | 3.69 | 2.09 |
Data as of 06/04/2026, Common starting date is 11/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFREX (DFA REAL ESTATE SECURITIES PORTFOLIO DFA REAL ESTATE SECURITIES PORTFOLIO – INSTITUTIONAL CLASS) |
-26.20%
Mar 2006 – Mar 2009 |
-9.16%
Mar 2004 – Mar 2009 |
3.28%
Feb 1999 – Feb 2009 |
4.13%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFREX (DFA REAL ESTATE SECURITIES PORTFOLIO DFA REAL ESTATE SECURITIES PORTFOLIO – INSTITUTIONAL CLASS) |
43.47%
Mar 2009 – Mar 2012 |
29.28%
Feb 2009 – Feb 2014 |
18.78%
Mar 2009 – Mar 2019 |
13.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart