Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFSPX (DFA Int'l Sustainability Core 1 Portflio) | 20.33% | 19.31% | 16.85% | 10.95% | 7.22% | 7.69% | NA | 4.80% |
Data as of 07/03/2025, AR inception is 06/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSPX (DFA Int'l Sustainability Core 1 Portflio) | 06/09/2008 | 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 (%) | 0.20 | 19.31 | 16.85 | 10.95 | 7.22 | 7.69 | NA | 4.80 | 20.33 | 5.00 | 18.38 | -17.70 | 12.12 | 11.65 | 24.21 | -15.53 | 27.26 | 2.83 | -0.27 | -6.00 | 22.64 | 18.10 | -14.04 | 11.53 | 34.95 | -40.33 |
| Sharpe Ratio | NA | 1.03 | 0.75 | 0.60 | 0.32 | NA | NA | 0.19 | 2.26 | -0.13 | 1.08 | -0.86 | 0.95 | 0.43 | 2.17 | -1.30 | 3.69 | 0.15 | -0.02 | -0.54 | 1.80 | 1.08 | -0.51 | 0.54 | 1.18 | -1.19 |
| Standard Deviation(%) | NA | 16.19 | 15.91 | 16.00 | 16.27 | NA | NA | 20.02 | 18.43 | 12.67 | 13.15 | 22.39 | 12.72 | 26.53 | 10.52 | 13.03 | 7.26 | 17.50 | 14.86 | 11.18 | 12.58 | 16.88 | 27.34 | 21.37 | 29.52 | 50.60 |
| Draw Down(%) | NA | 12.44 | 17.93 | 32.68 | 35.86 | NA | NA | 56.51 | 12.44 | 9.01 | 12.72 | 30.94 | 7.37 | 35.25 | 7.85 | 23.59 | 2.20 | 12.39 | 16.23 | 14.55 | 9.43 | 16.61 | 26.99 | 18.92 | 28.76 | 52.80 |
| Yield(%) | 0.00 | 1.85 | 2.71 | 2.82 | 2.71 | 3.49 | 2.02 | 2.37 | 0.19 | 3.16 | 2.97 | 1.82 | 2.87 | 1.58 | 3.06 | 2.13 | 2.87 | 2.54 | 2.37 | 2.87 | 2.87 | 2.79 | 2.64 | 2.10 | 2.62 | 1.75 |
Data as of 07/03/2025, AR inception is 06/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSPX (DFA Int'l Sustainability Core 1 Portflio) |
-2.49%
Mar 2017 - Mar 2020 |
-0.89%
Sep 2017 - Sep 2022 |
2.70%
Mar 2010 - Mar 2020 |
4.24%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSPX (DFA Int'l Sustainability Core 1 Portflio) |
22.14%
Feb 2009 - Feb 2012 |
19.13%
Feb 2009 - Feb 2014 |
10.41%
Feb 2009 - Feb 2019 |
9.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart