Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DSCGX (DFA - U.S. Small Cap Growth Port) | 2.76% | 11.56% | 13.06% | 12.07% | 8.22% | NA | NA | 10.99% |
Data as of 07/03/2025, AR inception is 12/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSCGX (DFA - U.S. Small Cap Growth Port) | 12/28/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.89 | 11.56 | 13.06 | 12.07 | 8.22 | NA | NA | 10.99 | 2.76 | 13.85 | 21.25 | -20.28 | 17.23 | 19.35 | 26.16 | -12.33 | 16.21 | 16.86 | -1.60 | 3.81 | 40.85 | 2.24 |
| Sharpe Ratio | NA | 0.36 | 0.48 | 0.48 | 0.31 | NA | NA | 0.46 | 0.10 | 0.41 | 1.00 | -0.82 | 0.84 | 0.50 | 1.56 | -0.75 | 1.32 | 0.96 | -0.10 | 0.24 | 2.82 | NA |
| Standard Deviation(%) | NA | 23.01 | 20.40 | 21.24 | 21.67 | NA | NA | 20.51 | 25.80 | 17.65 | 17.20 | 26.63 | 20.46 | 38.00 | 15.84 | 18.23 | 11.82 | 17.38 | 16.23 | 15.86 | 14.48 | 0.00 |
| Draw Down(%) | NA | 24.46 | 24.46 | 33.11 | 41.44 | NA | NA | 41.44 | 22.19 | 8.40 | 14.59 | 26.05 | 15.17 | 41.44 | 9.43 | 26.57 | 6.24 | 13.14 | 14.18 | 12.47 | 5.43 | 0.00 |
| Yield(%) | 0.00 | 0.52 | 0.82 | 0.94 | 1.71 | 1.89 | 1.42 | 2.36 | 0.17 | 0.70 | 0.87 | 0.65 | 0.67 | 0.68 | 1.59 | 4.49 | 1.93 | 1.36 | 1.47 | 0.74 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSCGX (DFA - U.S. Small Cap Growth Port) |
-4.39%
Mar 2017 - Mar 2020 |
-0.55%
Mar 2015 - Mar 2020 |
6.26%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSCGX (DFA - U.S. Small Cap Growth Port) |
20.85%
Dec 2018 - Dec 2021 |
16.12%
Oct 2016 - Oct 2021 |
9.60%
Jan 2013 - Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart