Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGCFX (DFA Global Core Plus Fixed Income Portfolio) | 0.54% | 4.06% | 5.56% | 0.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGCFX (DFA Global Core Plus Fixed Income Portfolio) | 01/12/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.06 | 5.56 | 0.50 | NA | NA | NA | … | … | 0.54 | 1.88 | 3.58 | 10.01 | -15.88 | -2.04 | 8.51 | 11.55 | 0.02 |
| Sharpe Ratio | NA | 0.66 | 0.63 | -0.36 | NA | NA | NA | … | … | -0.09 | -0.23 | -0.01 | 1.07 | -2.24 | -0.60 | 1.44 | 3.69 | -0.59 |
| Standard Deviation(%) | NA | 3.47 | 4.38 | 5.34 | NA | NA | NA | … | … | 4.22 | 4.30 | 4.22 | 6.02 | 7.74 | 3.41 | 5.73 | 2.73 | 2.34 |
| Draw Down(%) | NA | 3.30 | 4.20 | 21.77 | NA | NA | NA | … | … | 3.30 | 2.86 | 2.34 | 4.83 | 20.00 | 4.19 | 10.88 | 1.70 | 1.90 |
| Yield(%) | 0.00 | 4.20 | 4.32 | 3.00 | 2.58 | 1.72 | 1.29 | … | … | 0.00 | 4.31 | 4.38 | 4.23 | 1.86 | 2.34 | 1.90 | 2.09 | 5.81 |
Data as of 06/04/2026, Common starting date is 01/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGCFX (DFA Global Core Plus Fixed Income Portfolio) |
-5.19%
Oct 2020 – Oct 2023 |
-0.07%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGCFX (DFA Global Core Plus Fixed Income Portfolio) |
7.62%
Oct 2022 – Oct 2025 |
1.88%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart