Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DISVX (DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO – INSTITUTIO) | 10.22% | 35.16% | 26.14% | 13.44% | 10.79% | 9.01% | 7.59% | … | … |
Data as of 06/04/2026, Common starting date is 11/24/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DISVX (DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO – INSTITUTIO) | 11/24/1995 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 35.16 | 26.14 | 13.44 | 10.79 | 9.01 | 7.59 | … | … | 10.22 | 52.17 | 7.88 | 17.58 | -9.80 | 15.85 | 0.86 | 21.04 | -23.36 | 27.98 | 7.96 | 4.00 | -5.02 | 32.37 | 22.27 | -17.53 | 18.03 | 39.51 | -41.34 | 2.88 | 28.03 | 23.58 | 34.81 | 66.48 | 5.79 | -4.59 | -3.08 | 19.04 | 5.27 | -22.72 | 0.95 | 4.09 |
| Sharpe Ratio | NA | 2.50 | 1.61 | 0.72 | 0.56 | NA | NA | … | … | 1.58 | 3.22 | 0.32 | 1.04 | -0.53 | 1.13 | 0.02 | 1.75 | -1.83 | 3.42 | 0.43 | 0.28 | -0.40 | 2.60 | 1.35 | -0.67 | 0.88 | 1.58 | -1.34 | -0.02 | 1.86 | 2.27 | 2.70 | 6.87 | 0.45 | -0.60 | -0.78 | 1.71 | 0.12 | -2.36 | -0.43 | 7.67 |
| Standard Deviation(%) | NA | 14.42 | 14.80 | 16.09 | 16.78 | NA | NA | … | … | 17.91 | 15.39 | 13.49 | 13.52 | 21.40 | 13.96 | 28.94 | 11.18 | 13.53 | 8.02 | 18.18 | 14.09 | 12.44 | 12.43 | 16.56 | 26.17 | 20.48 | 25.02 | 31.39 | 15.41 | 13.27 | 9.37 | 12.52 | 9.57 | 10.42 | 11.94 | 9.42 | 9.17 | 14.84 | 11.14 | 6.27 | 6.32 |
| Draw Down(%) | NA | 13.26 | 13.69 | 27.43 | 49.22 | NA | NA | … | … | 13.26 | 13.69 | 8.73 | 10.09 | 27.43 | 8.28 | 42.07 | 11.02 | 30.87 | 3.35 | 13.22 | 14.27 | 17.03 | 9.18 | 18.65 | 29.43 | 19.53 | 24.96 | 52.54 | 16.09 | 17.01 | 7.87 | 12.68 | 6.41 | 19.39 | 15.67 | 12.07 | 6.58 | 25.03 | 26.29 | 10.46 | 0.81 |
| Yield(%) | 0.00 | 8.20 | 6.80 | 4.66 | 5.08 | 4.91 | 4.61 | … | … | 0.13 | 10.13 | 4.76 | 4.36 | 2.11 | 3.94 | 1.81 | 4.62 | 4.23 | 6.89 | 6.03 | 3.52 | 3.63 | 4.49 | 4.04 | 3.78 | 3.59 | 2.33 | 2.92 | 9.66 | 9.37 | 7.77 | 5.69 | 3.73 | 2.06 | 2.32 | 5.31 | 2.82 | 4.34 | 4.09 | 4.18 | 0.46 |
Data as of 06/04/2026, Common starting date is 11/24/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISVX (DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO – INSTITUTIO) |
-16.26%
Feb 2006 – Feb 2009 |
-6.64%
May 2007 – May 2012 |
2.33%
Mar 2010 – Mar 2020 |
1.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISVX (DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO – INSTITUTIO) |
46.13%
Mar 2003 – Mar 2006 |
33.55%
Oct 2002 – Oct 2007 |
16.17%
Dec 1997 – Dec 2007 |
13.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart