Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGSIX (DFA Global Allocation 60/40 Portfolio Institutional Class) | 7.97% | 18.74% | 14.30% | 8.72% | 9.81% | 8.44% | 7.56% | … | … |
Data as of 06/04/2026, Common starting date is 05/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGSIX (DFA Global Allocation 60/40 Portfolio Institutional Class) | 05/07/2004 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 18.74 | 14.30 | 8.72 | 9.81 | 8.44 | 7.56 | … | … | 7.97 | 14.07 | 11.31 | 14.59 | -9.57 | 17.45 | 14.12 | 18.97 | -6.04 | 14.38 | 9.32 | -1.73 | 3.71 | 15.97 | 13.05 | -2.17 | 13.75 | 25.54 | -25.44 | 5.92 | 14.22 | 9.86 | 12.30 |
| Sharpe Ratio | NA | 2.21 | 1.34 | 0.64 | 0.82 | NA | NA | … | … | 1.94 | 1.15 | 1.05 | 1.42 | -0.79 | 1.92 | 0.77 | 2.44 | -0.85 | 3.21 | 1.04 | -0.21 | 0.57 | 2.14 | 1.48 | -0.14 | 1.11 | 1.33 | -1.11 | 0.28 | 1.54 | 1.21 | 2.83 |
| Standard Deviation(%) | NA | 7.46 | 8.44 | 9.87 | 10.12 | NA | NA | … | … | 8.96 | 9.79 | 7.32 | 7.78 | 14.01 | 9.10 | 17.85 | 7.18 | 8.81 | 4.30 | 8.76 | 8.58 | 6.51 | 7.43 | 8.88 | 15.95 | 12.35 | 19.08 | 23.72 | 9.80 | 7.04 | 6.29 | 6.49 |
| Draw Down(%) | NA | 6.11 | 9.98 | 18.36 | 23.59 | NA | NA | … | … | 6.11 | 9.98 | 4.51 | 6.65 | 18.36 | 3.52 | 23.59 | 4.00 | 12.34 | 1.43 | 6.53 | 9.04 | 5.85 | 5.68 | 7.94 | 15.68 | 9.77 | 19.39 | 35.82 | 6.71 | 6.91 | 4.28 | 3.88 |
| Yield(%) | 0.00 | 8.46 | 7.59 | 6.80 | 6.78 | 6.13 | 5.80 | … | … | 0.00 | 8.99 | 7.56 | 5.73 | 6.23 | 8.90 | 6.00 | 3.76 | 3.08 | 2.67 | 2.36 | 1.85 | 2.02 | 1.83 | 2.32 | 2.36 | 2.08 | 1.96 | 2.05 | 4.26 | 2.59 | 7.16 | 1.39 |
Data as of 06/04/2026, Common starting date is 05/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGSIX (DFA Global Allocation 60/40 Portfolio Institutional Class) |
-8.73%
Feb 2006 – Feb 2009 |
0.96%
May 2007 – May 2012 |
4.68%
Jan 2006 – Jan 2016 |
5.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGSIX (DFA Global Allocation 60/40 Portfolio Institutional Class) |
20.00%
Feb 2009 – Feb 2012 |
16.34%
Feb 2009 – Feb 2014 |
10.49%
Feb 2009 – Feb 2019 |
10.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart