Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DILRX (DFA - International Large Cap Growth Por) | 18.02% | 14.43% | 14.83% | 9.18% | 7.17% | NA | NA | 7.43% |
Data as of 07/03/2025, AR inception is 12/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DILRX (DFA - International Large Cap Growth Por) | 12/28/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 14.43 | 14.83 | 9.18 | 7.17 | NA | NA | 7.43 | 18.02 | 1.70 | 18.51 | -19.75 | 14.48 | 14.72 | 26.40 | -12.92 | 26.43 | -0.95 | 0.00 | -6.05 | 20.44 | 1.11 |
| Sharpe Ratio | NA | 0.68 | 0.68 | 0.46 | 0.35 | NA | NA | 0.39 | 2.00 | -0.37 | 1.09 | -0.94 | 1.11 | 0.58 | 2.40 | -1.06 | 3.74 | -0.07 | 0.00 | -0.56 | 1.71 | NA |
| Standard Deviation(%) | NA | 16.45 | 16.05 | 16.11 | 15.93 | NA | NA | 15.20 | 18.11 | 13.22 | 13.17 | 22.60 | 13.06 | 24.99 | 10.43 | 13.43 | 6.94 | 15.91 | 14.76 | 10.86 | 11.94 | 0.00 |
| Draw Down(%) | NA | 12.83 | 17.06 | 32.44 | 32.44 | NA | NA | 32.44 | 12.12 | 9.70 | 12.75 | 31.26 | 7.57 | 32.19 | 6.52 | 20.53 | 2.82 | 10.21 | 15.20 | 13.41 | 9.25 | 0.00 |
| Yield(%) | 0.00 | 0.99 | 2.02 | 2.15 | 2.34 | 2.00 | 1.50 | 2.50 | 0.19 | 2.06 | 2.26 | 2.01 | 1.97 | 1.49 | 2.59 | 2.16 | 2.40 | 2.00 | 2.30 | 1.07 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DILRX (DFA - International Large Cap Growth Por) |
-2.53%
Nov 2013 - Nov 2016 |
0.48%
Dec 2013 - Dec 2018 |
3.59%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DILRX (DFA - International Large Cap Growth Por) |
18.40%
Dec 2018 - Dec 2021 |
12.82%
Dec 2016 - Dec 2021 |
7.10%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart