Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFVLX (DFA International Value Ex Tobacco) | NA | 0.19% | -4.59% | 4.22% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFVLX (DFA International Value Ex Tobacco) | 07/30/2008 | 12/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.19 | -4.59 | 4.22 | NA | NA | NA | … | … | -1.35 | -6.73 | -7.35 | 22.72 | 15.92 | -18.24 | 8.01 | 32.45 | -35.58 |
| Sharpe Ratio | NA | 0.00 | -0.26 | 0.24 | NA | NA | NA | … | … | -0.08 | -0.39 | -0.59 | 1.57 | 0.83 | -0.62 | 0.33 | 0.92 | -1.03 |
| Standard Deviation(%) | NA | 19.76 | 16.83 | 17.02 | NA | NA | NA | … | … | 19.35 | 17.15 | 12.44 | 14.43 | 19.19 | 29.68 | 23.72 | 35.33 | 63.05 |
| Draw Down(%) | NA | 17.84 | 32.46 | 32.46 | NA | NA | NA | … | … | 16.26 | 21.12 | 16.17 | 9.96 | 19.64 | 30.66 | 20.59 | 34.40 | 50.10 |
| Yield(%) | 0.00 | 2.17 | 3.23 | 4.05 | 1.60 | 1.07 | 0.80 | … | … | 2.17 | 3.46 | 4.85 | 3.51 | 3.16 | 1.26 | 0.00 | 0.00 | 0.00 |
Data as of 12/21/2016, Common starting date is 07/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFVLX (DFA International Value Ex Tobacco) |
-5.31%
Aug 2008 – Aug 2011 |
-3.63%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFVLX (DFA International Value Ex Tobacco) |
20.58%
Feb 2009 – Feb 2012 |
17.72%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart