Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFSIX (DFA U.S. Sustainability Core I Ptf) | 7.62% | 24.15% | 20.82% | 11.67% | 14.78% | 13.80% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSIX (DFA U.S. Sustainability Core I Ptf) | 04/16/2008 | 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 (%) | 0.57 | 24.15 | 20.82 | 11.67 | 14.78 | 13.80 | NA | … | … | 7.62 | 16.86 | 23.18 | 25.71 | -17.85 | 25.85 | 21.25 | 32.52 | -6.72 | 21.35 | 13.92 | -1.23 | 10.39 | 36.69 | 17.05 | -0.66 | 18.68 | 31.36 | -34.19 |
| Sharpe Ratio | NA | 1.71 | 1.15 | 0.52 | 0.73 | NA | NA | … | … | 1.07 | 0.73 | 1.44 | 1.59 | -0.79 | 1.87 | 0.68 | 2.28 | -0.47 | 2.63 | 0.96 | -0.08 | 0.84 | 3.05 | 1.22 | -0.03 | 0.93 | 1.05 | -0.98 |
| Standard Deviation(%) | NA | 13.00 | 15.68 | 17.58 | 17.98 | NA | NA | … | … | 14.73 | 19.47 | 13.59 | 14.02 | 24.60 | 13.81 | 30.97 | 13.64 | 17.20 | 7.90 | 14.23 | 15.26 | 12.32 | 12.03 | 14.10 | 25.85 | 19.97 | 29.91 | 45.88 |
| Draw Down(%) | NA | 10.58 | 20.13 | 25.51 | 35.68 | NA | NA | … | … | 10.58 | 19.80 | 8.23 | 11.07 | 25.16 | 5.47 | 35.68 | 7.58 | 22.03 | 3.31 | 11.48 | 12.51 | 8.47 | 5.20 | 11.28 | 22.83 | 17.27 | 29.21 | 49.17 |
| Yield(%) | 0.00 | 0.76 | 1.28 | 1.19 | 2.57 | 3.70 | 2.98 | … | … | 0.00 | 1.02 | 1.21 | 1.50 | 1.09 | 1.19 | 1.41 | 2.61 | 2.09 | 2.80 | 2.63 | 2.53 | 2.93 | 2.56 | 2.40 | 1.43 | 1.50 | 1.84 | 0.91 |
Data as of 06/04/2026, Common starting date is 04/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSIX (DFA U.S. Sustainability Core I Ptf) |
0.78%
Aug 2008 – Aug 2011 |
5.11%
Mar 2015 – Mar 2020 |
9.34%
May 2008 – May 2018 |
9.54%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSIX (DFA U.S. Sustainability Core I Ptf) |
28.33%
Feb 2009 – Feb 2012 |
25.42%
Feb 2009 – Feb 2014 |
17.20%
Feb 2009 – Feb 2019 |
16.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart