Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSCLX (DFA International Social Core Equity Por) | 10.09% | 27.46% | 20.26% | 9.22% | 9.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSCLX (DFA International Social Core Equity Por) | 11/02/2012 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 27.46 | 20.26 | 9.22 | 9.69 | NA | NA | … | … | 10.09 | 33.91 | 4.92 | 18.46 | -16.62 | 13.39 | 7.54 | 21.11 | -17.38 | 27.66 | 5.92 | -0.75 | -7.03 | 22.35 | 4.10 |
| Sharpe Ratio | NA | 1.84 | 1.22 | 0.43 | 0.49 | NA | NA | … | … | 1.47 | 2.10 | 0.10 | 1.11 | -0.81 | 1.02 | 0.25 | 1.79 | -1.40 | 3.65 | 0.32 | -0.05 | -0.63 | 1.76 | 2.34 |
| Standard Deviation(%) | NA | 14.52 | 14.50 | 16.16 | 16.63 | NA | NA | … | … | 18.16 | 15.08 | 12.88 | 13.47 | 22.48 | 13.15 | 28.87 | 10.98 | 13.42 | 7.43 | 17.85 | 14.93 | 11.27 | 12.66 | 12.62 |
| Draw Down(%) | NA | 11.93 | 12.73 | 32.14 | 42.27 | NA | NA | … | … | 11.93 | 12.73 | 8.53 | 12.42 | 30.79 | 7.83 | 38.73 | 9.40 | 25.52 | 2.40 | 12.76 | 16.35 | 16.21 | 9.43 | 4.30 |
| Yield(%) | 0.00 | 3.64 | 3.92 | 3.07 | 3.58 | 3.29 | 2.47 | … | … | 0.00 | 4.50 | 3.57 | 3.60 | 2.21 | 3.87 | 1.88 | 3.42 | 2.22 | 3.04 | 2.51 | 2.49 | 3.24 | 2.12 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSCLX (DFA International Social Core Equity Por) |
-5.37%
Mar 2017 – Mar 2020 |
-2.03%
Sep 2017 – Sep 2022 |
2.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSCLX (DFA International Social Core Equity Por) |
24.21%
Sep 2022 – Sep 2025 |
13.69%
Mar 2020 – Mar 2025 |
10.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart