Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DISMX (DFA – International Small Cap Growth Por) | 7.59% | 15.99% | 13.87% | 2.43% | 7.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DISMX (DFA – International Small 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 (%) | -0.50 | 15.99 | 13.87 | 2.43 | 7.05 | NA | NA | … | … | 7.59 | 25.51 | 1.30 | 11.55 | -25.16 | 8.68 | 16.42 | 25.77 | -17.95 | 34.64 | 1.05 | 10.47 | -6.16 | 25.37 | 1.01 |
| Sharpe Ratio | NA | 1.16 | 0.79 | 0.02 | 0.35 | NA | NA | … | … | 1.14 | 1.63 | -0.18 | 0.58 | -1.10 | 0.62 | 0.60 | 2.29 | -1.44 | 4.71 | 0.05 | 0.80 | -0.58 | 2.39 | NA |
| Standard Deviation(%) | NA | 14.22 | 14.42 | 16.76 | 16.51 | NA | NA | … | … | 17.90 | 14.72 | 12.77 | 13.83 | 24.34 | 13.94 | 27.04 | 10.60 | 13.49 | 7.25 | 15.78 | 13.08 | 10.67 | 10.60 | 0.00 |
| Draw Down(%) | NA | 12.30 | 15.59 | 41.85 | 41.85 | NA | NA | … | … | 12.30 | 12.38 | 9.24 | 15.59 | 36.24 | 13.41 | 38.67 | 8.72 | 26.40 | 2.71 | 12.19 | 11.52 | 15.47 | 8.93 | 0.00 |
| Yield(%) | 0.00 | 1.99 | 2.42 | 1.62 | 2.87 | 2.90 | 2.17 | … | … | 0.00 | 2.48 | 2.49 | 2.35 | 1.59 | 1.44 | 1.27 | 2.84 | 4.33 | 5.40 | 1.99 | 3.40 | 1.36 | 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 |
|---|---|---|---|---|
| DISMX (DFA – International Small Cap Growth Por) |
-6.53%
Oct 2021 – Oct 2024 |
-2.44%
Sep 2017 – Sep 2022 |
3.01%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISMX (DFA – International Small Cap Growth Por) |
18.44%
Sep 2022 – Sep 2025 |
12.95%
Aug 2016 – Aug 2021 |
8.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart