Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSFIX (DFA Social Fixed Income Portfolio Inst) | 0.14% | 4.23% | 4.43% | 0.31% | 1.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSFIX (DFA Social Fixed Income Portfolio Inst) | 04/06/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.23 | 4.43 | 0.31 | 1.89 | NA | NA | … | … | 0.14 | 7.07 | 1.80 | 7.18 | -13.07 | -2.18 | 9.28 | 9.84 | -0.31 | 3.34 | -1.87 |
| Sharpe Ratio | NA | 0.61 | 0.29 | -0.37 | 0.07 | NA | NA | … | … | -0.47 | 0.93 | -0.37 | 0.55 | -1.82 | -0.56 | 1.81 | 2.20 | -0.56 | 0.86 | -0.74 |
| Standard Deviation(%) | NA | 3.91 | 4.91 | 5.78 | 4.89 | NA | NA | … | … | 4.05 | 4.54 | 4.87 | 6.47 | 7.99 | 3.93 | 4.97 | 3.81 | 3.03 | 3.12 | 3.71 |
| Draw Down(%) | NA | 2.66 | 4.69 | 18.86 | 18.93 | NA | NA | … | … | 2.66 | 2.60 | 3.66 | 5.42 | 17.05 | 3.82 | 7.51 | 2.30 | 3.47 | 1.70 | 4.76 |
| Yield(%) | 0.00 | 3.76 | 3.75 | 2.89 | 2.63 | 1.76 | 1.32 | … | … | 0.90 | 3.98 | 3.88 | 3.37 | 2.18 | 2.58 | 2.38 | 2.76 | 2.50 | 1.88 | 1.05 |
Data as of 06/04/2026, Common starting date is 04/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSFIX (DFA Social Fixed Income Portfolio Inst) |
-5.13%
Oct 2020 – Oct 2023 |
-0.64%
Jul 2020 – Jul 2025 |
1.96%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSFIX (DFA Social Fixed Income Portfolio Inst) |
6.75%
Jul 2018 – Jul 2021 |
3.94%
Nov 2016 – Nov 2021 |
1.96%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart