Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMREX (DFA Municipal Real Return Portfolio Inst) | 2.13% | 3.50% | 3.49% | 2.60% | 2.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMREX (DFA Municipal Real Return Portfolio Inst) | 11/05/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 3.50 | 3.49 | 2.60 | 2.82 | NA | NA | … | … | 2.13 | 3.12 | 3.12 | 2.55 | -1.40 | 6.75 | 4.12 | 5.93 | -0.51 | 2.56 | 1.58 | 0.96 | -2.40 |
| Sharpe Ratio | NA | 0.66 | 0.29 | 0.04 | 0.38 | NA | NA | … | … | 2.03 | 0.21 | -0.55 | -0.59 | -0.71 | 3.31 | 0.54 | 2.24 | -1.10 | 0.91 | 0.52 | 0.34 | -5.12 |
| Standard Deviation(%) | NA | 0.98 | 1.17 | 2.22 | 3.06 | NA | NA | … | … | 1.14 | 1.12 | 0.92 | 1.90 | 4.00 | 2.03 | 7.14 | 1.99 | 1.72 | 2.10 | 2.61 | 2.69 | 2.91 |
| Draw Down(%) | NA | 0.50 | 1.37 | 5.33 | 13.21 | NA | NA | … | … | 0.46 | 0.92 | 0.37 | 2.28 | 5.33 | 1.22 | 13.21 | 1.36 | 2.01 | 1.71 | 2.82 | 3.50 | 2.60 |
| Yield(%) | 0.00 | 3.06 | 2.96 | 2.26 | 1.94 | 1.37 | 1.03 | … | … | 0.72 | 3.28 | 3.55 | 1.96 | 1.14 | 1.04 | 1.49 | 1.68 | 1.51 | 1.33 | 1.17 | 0.95 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMREX (DFA Municipal Real Return Portfolio Inst) |
0.21%
Mar 2017 – Mar 2020 |
0.93%
Mar 2015 – Mar 2020 |
2.40%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMREX (DFA Municipal Real Return Portfolio Inst) |
5.69%
Mar 2020 – Mar 2023 |
4.48%
Mar 2020 – Mar 2025 |
2.92%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart