Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFSHX (DFA Selectively Hedged Global Fxed Inc P) | 2.61% | 5.40% | 4.38% | 1.51% | 1.99% | 1.66% | NA | 1.37% |
Data as of 07/03/2025, AR inception is 03/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSHX (DFA Selectively Hedged Global Fxed Inc P) | 03/07/2008 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.40 | 4.38 | 1.51 | 1.99 | 1.66 | NA | 1.37 | 2.61 | 5.65 | 5.55 | -6.24 | -0.82 | 2.33 | 4.82 | 1.83 | 2.61 | 3.25 | -3.17 | -1.57 | -1.11 | 4.22 | 0.85 | 4.76 | 10.12 | -10.39 |
| Sharpe Ratio | NA | 3.06 | 0.72 | -0.28 | 0.23 | NA | NA | 0.12 | 2.93 | -1.33 | 0.70 | -2.27 | -0.60 | 1.46 | 3.35 | 0.47 | 0.97 | 0.77 | -0.71 | -0.49 | -0.28 | 1.21 | 0.14 | 1.14 | 1.35 | -1.36 |
| Standard Deviation(%) | NA | 0.71 | 1.77 | 1.90 | 2.22 | NA | NA | 4.06 | 0.74 | 0.70 | 1.86 | 3.37 | 1.40 | 1.43 | 1.02 | 1.12 | 2.06 | 3.95 | 4.49 | 3.25 | 4.08 | 3.47 | 5.71 | 4.11 | 7.43 | 9.75 |
| Draw Down(%) | NA | 0.11 | 3.63 | 9.58 | 9.58 | NA | NA | 16.65 | 0.11 | 0.11 | 1.43 | 8.27 | 1.83 | 3.11 | 0.32 | 0.42 | 1.33 | 2.65 | 5.21 | 4.75 | 5.22 | 3.57 | 5.34 | 2.94 | 5.57 | 16.65 |
| Yield(%) | 0.00 | 4.42 | 2.86 | 1.95 | 2.02 | 1.97 | 1.47 | 1.73 | 0.00 | 4.54 | 3.96 | 0.04 | 1.72 | 0.03 | 2.57 | 3.19 | 1.76 | 1.66 | 1.07 | 1.53 | 1.34 | 2.52 | 3.46 | 1.43 | 0.00 | 0.26 |
Data as of 07/03/2025, AR inception is 03/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSHX (DFA Selectively Hedged Global Fxed Inc P) |
-2.03%
Oct 2019 - Oct 2022 |
-0.40%
May 2011 - May 2016 |
0.06%
Sep 2012 - Sep 2022 |
0.73%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSHX (DFA Selectively Hedged Global Fxed Inc P) |
7.59%
Feb 2009 - Feb 2012 |
4.79%
Feb 2009 - Feb 2014 |
2.64%
Feb 2009 - Feb 2019 |
2.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart