Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DILRX (DFA – International Large Cap Growth Por) | 7.90% | 15.00% | 14.01% | 6.33% | 8.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DILRX (DFA – International Large Cap Growth Por) | 12/28/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 15.00 | 14.01 | 6.33 | 8.76 | NA | NA | … | … | 7.90 | 24.31 | 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 | 0.88 | 0.73 | 0.24 | 0.46 | NA | NA | … | … | 0.90 | 1.43 | -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 | 15.45 | 14.90 | 16.38 | 15.90 | NA | NA | … | … | 19.78 | 15.30 | 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 | 12.41 | 12.83 | 32.44 | 32.44 | NA | NA | … | … | 12.41 | 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 | 1.91 | 2.12 | 1.89 | 2.59 | 2.24 | 1.68 | … | … | 0.00 | 2.45 | 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 06/04/2026, Common starting date 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) |
19.71%
Sep 2022 – Sep 2025 |
12.82%
Dec 2016 – Dec 2021 |
9.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart