Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGSFX (DFA Investment Dimensions Group Inc Global Sustainability Fixed Income Ptf Instl Cl) | 0.42% | 3.42% | 4.74% | 0.06% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGSFX (DFA Investment Dimensions Group Inc Global Sustainability Fixed Income Ptf Instl Cl) | 11/07/2018 | 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 | 3.42 | 4.74 | 0.06 | NA | NA | NA | … | … | 0.42 | 0.85 | 2.60 | 9.67 | -15.61 | -2.60 | 7.99 | 9.85 | 1.14 |
| Sharpe Ratio | NA | 0.45 | 0.45 | -0.45 | NA | NA | NA | … | … | -0.17 | -0.48 | -0.25 | 1.01 | -2.27 | -0.71 | 1.65 | 2.72 | 2.67 |
| Standard Deviation(%) | NA | 3.41 | 4.26 | 5.27 | NA | NA | NA | … | … | 4.06 | 4.27 | 4.04 | 5.99 | 7.54 | 3.71 | 4.67 | 3.08 | 2.52 |
| Draw Down(%) | NA | 3.02 | 3.68 | 21.01 | NA | NA | NA | … | … | 3.02 | 3.09 | 2.31 | 4.39 | 19.11 | 4.39 | 8.04 | 1.89 | 0.40 |
| Yield(%) | 0.00 | 4.10 | 4.21 | 2.75 | 2.10 | 1.40 | 1.05 | … | … | 0.00 | 4.18 | 4.20 | 4.27 | 1.64 | 1.44 | 1.82 | 3.57 | 0.24 |
Data as of 06/04/2026, Common starting date is 11/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGSFX (DFA Investment Dimensions Group Inc Global Sustainability Fixed Income Ptf Instl Cl) |
-5.55%
Oct 2020 – Oct 2023 |
-0.66%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGSFX (DFA Investment Dimensions Group Inc Global Sustainability Fixed Income Ptf Instl Cl) |
6.62%
Oct 2022 – Oct 2025 |
1.35%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart