Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFXIX (DFA Diversified Fixed Income Port Inst) | 0.32% | 3.68% | 4.11% | 1.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFXIX (DFA Diversified Fixed Income Port Inst) | 08/15/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.68 | 4.11 | 1.32 | NA | NA | NA | … | … | 0.32 | 3.11 | 3.05 | 4.93 | -7.88 | -0.60 | 5.90 | 5.54 | 1.07 | 1.68 | -2.91 |
| Sharpe Ratio | NA | 0.57 | 0.34 | -0.32 | NA | NA | NA | … | … | -0.55 | 0.08 | -0.20 | 0.32 | -1.88 | -0.24 | 1.73 | 1.57 | -0.15 | 0.44 | -2.64 |
| Standard Deviation(%) | NA | 2.60 | 2.96 | 3.59 | NA | NA | NA | … | … | 2.66 | 3.39 | 2.87 | 4.03 | 4.97 | 2.62 | 3.25 | 2.59 | 2.04 | 2.36 | 2.92 |
| Draw Down(%) | NA | 2.11 | 2.11 | 10.55 | NA | NA | NA | … | … | 2.11 | 1.89 | 1.91 | 2.72 | 9.59 | 2.32 | 2.71 | 1.58 | 1.70 | 1.38 | 3.90 |
| Yield(%) | 0.00 | 3.20 | 3.37 | 2.78 | 2.17 | 1.45 | 1.08 | … | … | 0.00 | 3.75 | 3.70 | 3.06 | 2.43 | 2.21 | 1.45 | 2.18 | 2.08 | 1.89 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFXIX (DFA Diversified Fixed Income Port Inst) |
-2.55%
Sep 2020 – Sep 2023 |
0.44%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFXIX (DFA Diversified Fixed Income Port Inst) |
5.17%
Feb 2023 – Feb 2026 |
2.69%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart