Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOGMX (DFA Oregon Municipal Bond Portfolio Institutional Class) | 0.85% | 4.41% | 2.87% | 0.89% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOGMX (DFA Oregon Municipal Bond Portfolio Institutional Class) | 09/19/2019 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.41 | 2.87 | 0.89 | NA | NA | NA | … | … | 0.85 | 3.76 | 1.30 | 3.15 | -4.22 | -0.43 | 3.06 | 0.57 |
| Sharpe Ratio | NA | 1.14 | -0.11 | -0.83 | NA | NA | NA | … | … | -0.41 | 0.37 | -1.43 | -0.23 | -2.48 | -0.49 | 0.57 | 0.82 |
| Standard Deviation(%) | NA | 1.36 | 1.99 | 1.99 | NA | NA | NA | … | … | 1.61 | 2.37 | 1.63 | 2.18 | 2.29 | 0.92 | 4.90 | 1.09 |
| Draw Down(%) | NA | 1.60 | 2.45 | 7.26 | NA | NA | NA | … | … | 1.60 | 2.45 | 1.24 | 3.21 | 6.77 | 0.93 | 7.54 | 0.65 |
| Yield(%) | 0.00 | 2.22 | 1.94 | 1.39 | 0.83 | 0.56 | 0.42 | … | … | 0.75 | 2.27 | 1.79 | 1.46 | 0.70 | 0.45 | 0.86 | 0.17 |
Data as of 06/03/2026, Common starting date is 09/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOGMX (DFA Oregon Municipal Bond Portfolio Institutional Class) |
-1.86%
Sep 2020 – Sep 2023 |
0.11%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOGMX (DFA Oregon Municipal Bond Portfolio Institutional Class) |
3.42%
Oct 2022 – Oct 2025 |
1.12%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart