Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFWIX (World ex U.S. Core Equity Portfolio Inst) | 14.36% | 32.32% | 20.23% | 9.37% | 10.12% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFWIX (World ex U.S. Core Equity Portfolio Inst) | 04/10/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 32.32 | 20.23 | 9.37 | 10.12 | NA | NA | … | … | 14.36 | 30.08 | 4.34 | 16.75 | -14.04 | 12.52 | 9.36 | 19.98 | -17.00 | 30.18 | 5.91 | -3.80 | -4.85 | 11.04 |
| Sharpe Ratio | NA | 2.30 | 1.30 | 0.49 | 0.56 | NA | NA | … | … | 2.09 | 2.00 | -0.19 | 1.06 | -0.79 | 1.00 | 0.34 | 1.73 | -1.34 | 4.10 | 0.34 | -0.26 | -0.46 | 1.26 |
| Standard Deviation(%) | NA | 13.46 | 13.28 | 14.52 | 15.42 | NA | NA | … | … | 17.28 | 13.86 | 11.72 | 11.84 | 19.61 | 12.50 | 27.05 | 10.72 | 13.69 | 7.24 | 16.70 | 14.76 | 10.64 | 12.20 |
| Draw Down(%) | NA | 11.00 | 12.90 | 27.63 | 41.80 | NA | NA | … | … | 11.00 | 12.90 | 8.33 | 10.93 | 27.31 | 6.97 | 37.69 | 9.55 | 25.33 | 2.45 | 12.21 | 18.67 | 14.36 | 11.06 |
| Yield(%) | 0.00 | 3.37 | 3.76 | 2.93 | 3.57 | 2.82 | 2.11 | … | … | 0.00 | 4.15 | 3.39 | 3.77 | 2.58 | 3.14 | 1.92 | 2.77 | 2.78 | 2.98 | 2.26 | 2.17 | 2.27 | 2.42 |
Data as of 06/04/2026, Common starting date is 04/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFWIX (World ex U.S. Core Equity Portfolio Inst) |
-5.09%
Mar 2017 – Mar 2020 |
-1.76%
Mar 2015 – Mar 2020 |
3.27%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFWIX (World ex U.S. Core Equity Portfolio Inst) |
21.55%
Sep 2022 – Sep 2025 |
13.53%
Mar 2020 – Mar 2025 |
11.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart