Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSHGX (DFA Selectively Hedged Global) | 14.27% | 32.62% | 21.44% | 10.24% | 11.98% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSHGX (DFA Selectively Hedged Global) | 12/12/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 32.62 | 21.44 | 10.24 | 11.98 | NA | NA | … | … | 14.27 | 21.42 | 15.89 | 20.19 | -15.85 | 16.27 | 10.77 | 25.04 | -11.69 | 22.65 | 12.84 | -2.99 | 3.90 | 24.69 | 19.22 | 0.91 |
| Sharpe Ratio | NA | 2.59 | 1.39 | 0.53 | 0.66 | NA | NA | … | … | 2.42 | 1.18 | 1.08 | 1.44 | -0.85 | 1.26 | 0.37 | 1.99 | -0.91 | 3.07 | 0.85 | -0.20 | 0.35 | 2.11 | 1.33 | 0.96 |
| Standard Deviation(%) | NA | 11.63 | 13.20 | 14.80 | 15.75 | NA | NA | … | … | 13.99 | 15.73 | 11.35 | 11.62 | 20.33 | 12.91 | 28.44 | 11.85 | 14.35 | 7.20 | 14.89 | 14.92 | 11.13 | 11.69 | 14.51 | 20.00 |
| Draw Down(%) | NA | 8.93 | 16.26 | 24.88 | 36.15 | NA | NA | … | … | 8.93 | 16.26 | 8.41 | 9.85 | 21.82 | 8.66 | 36.15 | 7.48 | 20.67 | 2.16 | 12.32 | 15.79 | 9.95 | 8.99 | 14.17 | 3.33 |
| Yield(%) | 0.00 | 3.59 | 5.73 | 4.24 | 5.16 | 5.89 | 4.42 | … | … | 0.00 | 3.76 | 6.14 | 6.96 | 4.77 | 2.33 | 1.13 | 3.04 | 3.86 | 3.22 | 3.42 | 2.86 | 4.64 | 3.95 | 2.84 | 0.69 |
Data as of 06/04/2026, Common starting date is 12/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSHGX (DFA Selectively Hedged Global) |
-1.89%
Mar 2017 – Mar 2020 |
1.15%
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 |
|---|---|---|---|---|
| DSHGX (DFA Selectively Hedged Global) |
22.20%
May 2023 – May 2026 |
14.97%
Mar 2020 – Mar 2025 |
12.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart