Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DICEX (DFA Intl Core Equity 529 Port E) | 10.67% | 27.14% | 19.36% | 9.35% | 9.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DICEX (DFA Intl Core Equity 529 Port E) | 10/23/2013 | 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 (%) | -0.09 | 27.14 | 19.36 | 9.35 | 9.76 | NA | NA | … | … | 10.67 | 36.66 | 3.99 | 16.51 | -12.90 | 13.39 | 7.53 | 21.43 | -17.45 | 27.88 | 5.20 | -0.81 | -4.98 | 1.87 |
| Sharpe Ratio | NA | 1.90 | 1.18 | 0.45 | 0.49 | NA | NA | … | … | 1.57 | 2.34 | -0.18 | 0.92 | -0.61 | 1.04 | 0.24 | 1.84 | -1.38 | 3.47 | 0.28 | -0.05 | -0.44 | 1.14 |
| Standard Deviation(%) | NA | 13.87 | 14.08 | 16.23 | 17.01 | NA | NA | … | … | 17.28 | 14.72 | 12.49 | 13.45 | 23.52 | 12.79 | 30.79 | 10.91 | 13.63 | 7.89 | 17.85 | 15.74 | 11.35 | 9.16 |
| Draw Down(%) | NA | 11.00 | 12.81 | 28.52 | 41.20 | NA | NA | … | … | 11.00 | 12.81 | 9.15 | 11.17 | 28.35 | 6.90 | 37.68 | 8.58 | 25.51 | 2.41 | 12.75 | 16.41 | 15.21 | 3.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DICEX (DFA Intl Core Equity 529 Port E) |
-4.80%
Mar 2017 – Mar 2020 |
-1.60%
Mar 2015 – Mar 2020 |
4.26%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DICEX (DFA Intl Core Equity 529 Port E) |
22.66%
Sep 2022 – Sep 2025 |
13.75%
Mar 2020 – Mar 2025 |
11.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart