Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFTEX (DFA Intermediate Term Extended Qlty Ptf) | 0.39% | 5.37% | 5.86% | 0.33% | 2.16% | 2.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFTEX (DFA Intermediate Term Extended Qlty Ptf) | 07/20/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.37 | 5.86 | 0.33 | 2.16 | 2.93 | NA | … | … | 0.39 | 8.03 | 2.92 | 9.62 | -16.26 | -3.69 | 9.46 | 13.38 | -2.08 | 5.24 | 3.86 | 0.80 | 7.62 | -3.84 | 7.93 | 7.96 | -1.40 |
| Sharpe Ratio | NA | 0.89 | 0.53 | -0.31 | 0.11 | NA | NA | … | … | -0.22 | 1.08 | -0.13 | 0.79 | -1.89 | -0.70 | 1.25 | 2.86 | -0.99 | 1.20 | 0.79 | 0.14 | 1.86 | -0.77 | 1.86 | 1.28 | -0.44 |
| Standard Deviation(%) | NA | 4.15 | 5.54 | 6.72 | 5.92 | NA | NA | … | … | 4.62 | 4.79 | 5.53 | 7.58 | 9.38 | 5.32 | 7.36 | 4.17 | 3.52 | 3.85 | 4.59 | 5.68 | 4.10 | 5.03 | 4.26 | 6.21 | 7.21 |
| Draw Down(%) | NA | 3.22 | 5.37 | 24.12 | 24.29 | NA | NA | … | … | 3.22 | 3.38 | 3.44 | 6.03 | 21.12 | 5.48 | 12.79 | 2.46 | 4.58 | 1.93 | 5.87 | 4.29 | 1.90 | 7.90 | 2.22 | 3.03 | 6.74 |
| Yield(%) | 0.00 | 4.48 | 4.33 | 3.12 | 3.11 | 3.26 | 2.49 | … | … | 1.10 | 4.75 | 4.25 | 3.98 | 2.68 | 2.27 | 2.75 | 3.35 | 3.10 | 3.01 | 3.03 | 3.32 | 3.18 | 2.67 | 2.71 | 1.95 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFTEX (DFA Intermediate Term Extended Qlty Ptf) |
-6.47%
Oct 2020 – Oct 2023 |
-1.28%
Oct 2017 – Oct 2022 |
0.66%
Oct 2012 – Oct 2022 |
2.72%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFTEX (DFA Intermediate Term Extended Qlty Ptf) |
8.25%
Oct 2022 – Oct 2025 |
5.84%
Dec 2015 – Dec 2020 |
4.91%
Dec 2010 – Dec 2020 |
3.23%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart