Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFSHX (DFA Selectively Hedged Global Fxed Inc P) | 1.52% | 4.16% | 5.14% | 1.93% | 2.13% | 1.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSHX (DFA Selectively Hedged Global Fxed Inc P) | 03/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.16 | 5.14 | 1.93 | 2.13 | 1.34 | NA | … | … | 1.52 | 0.44 | 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 | 1.23 | 1.89 | -0.27 | 0.31 | NA | NA | … | … | 0.88 | -0.57 | 2.90 | 1.03 | -2.29 | -0.60 | 1.45 | 3.29 | 0.40 | 0.95 | 0.77 | -0.71 | -0.49 | -0.28 | 1.21 | 0.14 | 1.14 | 1.35 | -1.36 |
| Standard Deviation(%) | NA | 1.49 | 1.07 | 1.98 | 1.99 | NA | NA | … | … | 2.03 | 4.30 | 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 | 1.28 | 1.28 | 9.58 | 9.58 | NA | NA | … | … | 1.28 | 4.26 | 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 | 4.19 | 4.23 | 2.71 | 2.30 | 2.00 | 1.66 | … | … | 0.00 | 4.28 | 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 06/04/2026, Common starting date 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