Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFVIX (DFA INTERNATIONAL VALUE PORTFOLIO III DFA INTERNATIONAL VALUE PORTFOLIO III) | 12.60% | 36.74% | 24.46% | 14.13% | 11.79% | 7.86% | 6.17% | … | … |
Data as of 06/04/2026, Common starting date is 11/24/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFVIX (DFA INTERNATIONAL VALUE PORTFOLIO III DFA INTERNATIONAL VALUE PORTFOLIO III) | 11/24/1995 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 36.74 | 24.46 | 14.13 | 11.79 | 7.86 | 6.17 | … | … | 12.60 | 39.65 | 6.86 | 17.89 | -3.41 | 18.79 | -1.96 | 15.84 | -17.28 | 26.23 | 8.59 | -6.14 | -6.83 | 23.38 | 16.81 | -16.69 | 10.76 | 39.63 | -46.21 | 10.31 | 26.92 | 9.72 | 25.62 | 46.99 | -10.65 | -21.13 | -13.40 | 11.76 | 11.69 | -6.48 | 5.04 | 5.29 |
| Sharpe Ratio | NA | 2.52 | 1.48 | 0.74 | 0.57 | NA | NA | … | … | 1.84 | 2.35 | 0.26 | 1.03 | -0.22 | 1.26 | -0.07 | 1.17 | -1.27 | 2.92 | 0.40 | -0.36 | -0.56 | 1.63 | 0.89 | -0.56 | 0.44 | 1.11 | -1.04 | 0.39 | 1.55 | 0.64 | 1.72 | 3.24 | -0.64 | -1.37 | -0.97 | 0.68 | 0.44 | -0.70 | 0.18 | 8.55 |
| Standard Deviation(%) | NA | 13.81 | 14.39 | 16.28 | 17.83 | NA | NA | … | … | 16.63 | 15.95 | 12.50 | 13.90 | 22.09 | 14.88 | 32.83 | 12.32 | 14.78 | 8.81 | 20.73 | 17.04 | 12.28 | 14.28 | 19.06 | 29.86 | 24.13 | 35.60 | 45.25 | 18.59 | 15.21 | 11.73 | 14.33 | 14.29 | 18.37 | 17.45 | 18.07 | 12.27 | 18.74 | 14.41 | 7.59 | 7.95 |
| Draw Down(%) | NA | 9.53 | 14.43 | 25.26 | 47.89 | NA | NA | … | … | 9.53 | 14.43 | 8.35 | 9.27 | 25.26 | 9.31 | 41.63 | 12.55 | 26.05 | 3.22 | 15.98 | 20.88 | 15.48 | 9.73 | 19.12 | 29.95 | 20.22 | 33.97 | 58.60 | 12.92 | 17.27 | 7.84 | 11.11 | 14.40 | 28.44 | 25.99 | 18.25 | 8.98 | 25.86 | 18.52 | 5.99 | 1.26 |
| Yield(%) | 0.00 | 4.76 | 5.15 | 4.30 | 4.81 | 4.15 | 3.57 | … | … | 0.00 | 6.04 | 4.29 | 4.97 | 3.52 | 4.79 | 2.12 | 3.96 | 4.76 | 3.64 | 3.65 | 5.20 | 6.08 | 7.74 | 5.68 | 3.57 | 2.46 | 3.38 | 3.21 | 5.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.83 |
Data as of 06/04/2026, Common starting date is 11/24/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFVIX (DFA INTERNATIONAL VALUE PORTFOLIO III DFA INTERNATIONAL VALUE PORTFOLIO III) |
-19.00%
Feb 2006 – Feb 2009 |
-9.81%
Mar 1998 – Mar 2003 |
-1.93%
Feb 1999 – Feb 2009 |
0.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFVIX (DFA INTERNATIONAL VALUE PORTFOLIO III DFA INTERNATIONAL VALUE PORTFOLIO III) |
34.75%
Mar 2003 – Mar 2006 |
25.47%
Oct 2002 – Oct 2007 |
13.04%
Feb 2016 – Feb 2026 |
9.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart