Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFTIX (DFA Intermediate Term Municipal Bond Ptf) | 1.04% | 4.97% | 3.31% | 1.29% | 1.59% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFTIX (DFA Intermediate Term Municipal Bond Ptf) | 03/02/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 4.97 | 3.31 | 1.29 | 1.59 | NA | NA | … | … | 1.04 | 4.07 | 1.13 | 4.30 | -3.67 | -0.47 | 3.68 | 4.59 | 1.33 | 2.16 | -0.23 | 2.59 | 5.50 | -2.05 | 1.07 |
| Sharpe Ratio | NA | 1.28 | 0.09 | -0.57 | -0.02 | NA | NA | … | … | -0.23 | 0.44 | -1.30 | 0.26 | -2.22 | -0.54 | 0.65 | 2.54 | -0.04 | 1.06 | -0.25 | 1.51 | 2.66 | -0.73 | 0.65 |
| Standard Deviation(%) | NA | 1.57 | 2.31 | 2.21 | 2.44 | NA | NA | … | … | 1.92 | 2.70 | 1.92 | 2.47 | 2.31 | 0.92 | 5.28 | 1.23 | 1.09 | 1.43 | 1.78 | 1.70 | 2.07 | 2.87 | 1.92 |
| Draw Down(%) | NA | 1.85 | 2.86 | 7.07 | 8.02 | NA | NA | … | … | 1.85 | 2.86 | 1.53 | 3.57 | 6.50 | 1.03 | 8.02 | 1.41 | 1.20 | 1.95 | 3.63 | 2.34 | 1.35 | 5.69 | 2.10 |
| Yield(%) | 0.00 | 2.61 | 2.33 | 1.87 | 1.67 | 1.53 | 1.15 | … | … | 0.84 | 2.70 | 2.20 | 1.81 | 1.41 | 1.32 | 1.54 | 1.59 | 1.51 | 1.37 | 1.26 | 1.48 | 1.66 | 1.05 | 0.97 |
Data as of 06/03/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFTIX (DFA Intermediate Term Municipal Bond Ptf) |
-1.64%
Oct 2020 – Oct 2023 |
0.34%
Oct 2017 – Oct 2022 |
1.01%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFTIX (DFA Intermediate Term Municipal Bond Ptf) |
4.28%
Aug 2013 – Aug 2016 |
2.62%
May 2015 – May 2020 |
1.94%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart