Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFUEX (DFA US Social Core Eq 2 Portfolio) | 10.05% | 26.97% | 21.54% | 10.47% | 13.28% | 12.37% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFUEX (DFA US Social Core Eq 2 Portfolio) | 11/27/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 26.97 | 21.54 | 10.47 | 13.28 | 12.37 | NA | … | … | 10.05 | 15.96 | 22.08 | 25.95 | -20.44 | 23.18 | 15.75 | 30.21 | -9.98 | 18.99 | 17.78 | -4.63 | 8.00 | 37.08 | 17.50 | -2.64 | 21.92 | 27.78 | -39.41 | 2.45 |
| Sharpe Ratio | NA | 2.05 | 1.19 | 0.46 | 0.63 | NA | NA | … | … | 1.95 | 0.65 | 1.27 | 1.50 | -0.87 | 1.46 | 0.47 | 2.05 | -0.67 | 2.07 | 1.15 | -0.30 | 0.62 | 2.93 | 1.16 | -0.09 | 1.00 | 0.82 | -0.91 | 1.32 |
| Standard Deviation(%) | NA | 13.69 | 16.50 | 18.52 | 18.97 | NA | NA | … | … | 15.64 | 20.11 | 14.50 | 15.02 | 25.32 | 15.82 | 33.12 | 14.03 | 17.02 | 8.91 | 15.24 | 15.58 | 12.78 | 12.63 | 15.21 | 28.24 | 21.89 | 33.94 | 44.20 | 21.32 |
| Draw Down(%) | NA | 10.24 | 21.47 | 28.01 | 37.99 | NA | NA | … | … | 10.24 | 20.83 | 9.28 | 12.24 | 25.55 | 8.70 | 37.99 | 8.27 | 22.70 | 4.23 | 11.82 | 13.75 | 9.87 | 5.18 | 12.47 | 25.95 | 18.77 | 32.30 | 51.68 | 5.43 |
| Yield(%) | 0.00 | 0.73 | 1.44 | 1.22 | 2.79 | 3.89 | 2.92 | … | … | 0.00 | 0.99 | 1.14 | 2.20 | 1.10 | 1.21 | 1.34 | 4.52 | 2.77 | 3.06 | 2.88 | 3.22 | 3.50 | 3.93 | 2.95 | 1.28 | 0.91 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFUEX (DFA US Social Core Eq 2 Portfolio) |
-1.91%
Dec 2007 – Dec 2010 |
1.55%
Dec 2007 – Dec 2012 |
7.89%
Dec 2007 – Dec 2017 |
7.21%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFUEX (DFA US Social Core Eq 2 Portfolio) |
28.48%
Feb 2009 – Feb 2012 |
25.40%
Feb 2009 – Feb 2014 |
16.45%
Feb 2009 – Feb 2019 |
14.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart