Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DREIX (World Core Equity Portfolio – Inst DFA F) | 12.93% | 30.02% | 20.99% | 10.73% | 12.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DREIX (World Core Equity Portfolio – Inst DFA F) | 03/09/2012 | 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 (%) | 0.54 | 30.02 | 20.99 | 10.73 | 12.25 | NA | NA | … | … | 12.93 | 22.19 | 14.91 | 20.52 | -16.00 | 19.53 | 13.43 | 25.48 | -12.30 | 25.09 | 10.43 | -2.46 | 2.48 | 29.52 | 5.08 |
| Sharpe Ratio | NA | 2.37 | 1.34 | 0.54 | 0.66 | NA | NA | … | … | 2.16 | 1.22 | 0.96 | 1.39 | -0.81 | 1.52 | 0.46 | 2.05 | -0.93 | 3.56 | 0.69 | -0.17 | 0.22 | 2.60 | 0.45 |
| Standard Deviation(%) | NA | 11.85 | 13.52 | 15.31 | 16.09 | NA | NA | … | … | 14.21 | 15.90 | 11.70 | 12.28 | 21.59 | 12.80 | 28.72 | 11.71 | 14.76 | 6.90 | 14.75 | 14.32 | 10.97 | 11.32 | 13.97 |
| Draw Down(%) | NA | 9.35 | 15.98 | 24.55 | 36.65 | NA | NA | … | … | 9.35 | 15.98 | 7.94 | 10.75 | 24.37 | 5.46 | 36.65 | 7.37 | 22.10 | 2.01 | 11.64 | 14.93 | 10.70 | 6.95 | 11.49 |
| Yield(%) | 0.00 | 5.54 | 4.83 | 3.34 | 4.15 | 4.35 | 3.26 | … | … | 0.00 | 6.12 | 3.61 | 3.76 | 1.73 | 2.08 | 1.63 | 2.60 | 2.44 | 2.51 | 2.38 | 2.02 | 2.27 | 3.74 | 1.92 |
Data as of 06/04/2026, Common starting date is 03/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DREIX (World Core Equity Portfolio – Inst DFA F) |
-1.51%
Mar 2017 – Mar 2020 |
1.32%
Mar 2015 – Mar 2020 |
6.70%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DREIX (World Core Equity Portfolio – Inst DFA F) |
21.86%
May 2023 – May 2026 |
16.08%
Mar 2020 – Mar 2025 |
12.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart