Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFSMX (DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO) | 0.75% | 2.38% | 2.84% | 1.93% | 1.38% | 1.22% | 1.64% | … | … |
Data as of 06/04/2026, Common starting date is 09/09/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSMX (DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO) | 09/09/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.38 | 2.84 | 1.93 | 1.38 | 1.22 | 1.64 | … | … | 0.75 | 2.91 | 2.84 | 3.20 | 0.16 | -0.11 | 0.84 | 1.62 | 1.22 | 1.17 | 0.05 | 1.15 | 0.58 | 0.46 | 0.73 | 2.38 | 0.93 | 3.69 | 2.90 | 3.57 | 2.84 | 1.00 | 0.89 | 0.70 | 0.33 |
| Sharpe Ratio | NA | -0.29 | -0.58 | -0.79 | -0.35 | NA | NA | … | … | -1.05 | 0.04 | -1.31 | -0.57 | -1.28 | -0.24 | 0.58 | 0.33 | -0.27 | 0.67 | -0.17 | 1.28 | 0.74 | 0.60 | 1.17 | 2.84 | 0.94 | 3.08 | 1.91 | 0.77 | -0.92 | -1.33 | -0.06 | -0.02 | 0.04 |
| Standard Deviation(%) | NA | 0.60 | 0.65 | 0.75 | 0.76 | NA | NA | … | … | 0.63 | 0.65 | 0.60 | 0.80 | 1.00 | 0.55 | 1.01 | 0.45 | 0.58 | 0.76 | 0.96 | 0.88 | 0.76 | 0.71 | 0.58 | 0.83 | 0.90 | 1.17 | 1.01 | 0.55 | 0.63 | 0.95 | 1.69 | 1.45 | 1.70 |
| Draw Down(%) | NA | 0.20 | 0.39 | 1.44 | 1.66 | NA | NA | … | … | 0.20 | 0.39 | 0.16 | 0.50 | 1.36 | 0.23 | 1.27 | 0.11 | 0.30 | 0.87 | 1.66 | 0.91 | 0.64 | 0.57 | 0.36 | 0.74 | 1.13 | 0.83 | 1.35 | 0.10 | 0.10 | 0.76 | 3.02 | 1.96 | 1.69 |
| Yield(%) | 0.00 | 2.36 | 2.52 | 1.76 | 1.35 | 1.25 | 1.53 | … | … | 0.75 | 2.68 | 2.79 | 1.97 | 0.63 | 0.19 | 0.83 | 1.22 | 1.12 | 0.97 | 0.94 | 0.95 | 0.87 | 0.85 | 1.31 | 1.58 | 1.51 | 1.99 | 1.97 | 3.03 | 2.71 | 2.27 | 1.18 | 0.00 | 0.03 |
Data as of 06/04/2026, Common starting date is 09/09/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSMX (DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO) |
-0.05%
Sep 2019 – Sep 2022 |
0.39%
Sep 2017 – Sep 2022 |
0.57%
Sep 2012 – Sep 2022 |
1.13%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSMX (DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO) |
3.53%
Jul 2006 – Jul 2009 |
3.09%
Aug 2005 – Aug 2010 |
2.12%
May 2004 – May 2014 |
1.71%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison Chart