Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIPSX (DFA Inflation Protected Securities Prtfl) | 1.53% | 4.68% | 4.02% | 1.06% | 2.71% | 2.67% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIPSX (DFA Inflation Protected Securities Prtfl) | 12/07/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.68 | 4.02 | 1.06 | 2.71 | 2.67 | NA | … | … | 1.53 | 7.05 | 2.02 | 3.94 | -12.26 | 5.57 | 11.66 | 8.45 | -1.29 | 3.28 | 4.65 | -1.22 | 3.37 | -9.27 | 7.45 | 14.54 | 6.81 | 11.01 | -5.87 | 7.35 | -2.36 |
| Sharpe Ratio | NA | 0.80 | 0.19 | -0.22 | 0.21 | NA | NA | … | … | 0.59 | 0.97 | -0.34 | 0.04 | -1.48 | 1.18 | 1.54 | 1.73 | -0.81 | 0.70 | 0.84 | -0.22 | 0.73 | -1.54 | 1.60 | 2.19 | 1.11 | 1.36 | -0.59 | 0.68 | -8.24 |
| Standard Deviation(%) | NA | 3.36 | 4.91 | 6.24 | 5.65 | NA | NA | … | … | 3.33 | 4.33 | 4.65 | 7.13 | 9.29 | 4.69 | 7.39 | 4.03 | 3.34 | 3.77 | 5.27 | 5.72 | 4.58 | 6.05 | 4.65 | 6.63 | 6.06 | 8.01 | 11.51 | 6.18 | 4.45 |
| Draw Down(%) | NA | 2.03 | 4.74 | 14.62 | 14.62 | NA | NA | … | … | 2.03 | 3.02 | 3.76 | 6.61 | 14.62 | 3.15 | 9.78 | 2.44 | 3.15 | 2.10 | 4.98 | 5.09 | 3.76 | 11.35 | 2.26 | 3.54 | 5.49 | 4.42 | 18.86 | 5.17 | 2.36 |
| Yield(%) | 0.00 | 3.25 | 3.28 | 3.89 | 3.24 | 2.99 | 2.93 | … | … | 0.00 | 3.75 | 2.69 | 3.74 | 6.66 | 4.89 | 1.73 | 2.17 | 2.21 | 2.65 | 2.04 | 0.68 | 2.16 | 1.23 | 2.78 | 6.08 | 2.90 | 1.37 | 1.03 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPSX (DFA Inflation Protected Securities Prtfl) |
-2.52%
Dec 2012 – Dec 2015 |
-0.36%
Apr 2013 – Apr 2018 |
0.90%
Sep 2012 – Sep 2022 |
2.48%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPSX (DFA Inflation Protected Securities Prtfl) |
12.98%
Nov 2008 – Nov 2011 |
7.79%
Oct 2008 – Oct 2013 |
4.30%
Nov 2008 – Nov 2018 |
4.07%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison Chart