Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTCPX (DFA Targeted Credit Port Instl) | 0.90% | 3.94% | 5.24% | 1.84% | 2.22% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTCPX (DFA Targeted Credit Port Instl) | 05/21/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.94 | 5.24 | 1.84 | 2.22 | NA | NA | … | … | 0.90 | 5.36 | 5.55 | 6.04 | -7.30 | -0.22 | 2.70 | 6.46 | 0.75 | 2.78 | 2.70 | -0.29 |
| Sharpe Ratio | NA | 0.92 | 1.60 | -0.29 | 0.31 | NA | NA | … | … | -0.02 | 2.38 | 2.02 | 1.03 | -2.25 | -0.17 | 0.96 | 4.60 | -0.47 | 1.32 | 1.10 | -0.23 |
| Standard Deviation(%) | NA | 1.62 | 1.35 | 2.31 | 2.06 | NA | NA | … | … | 2.22 | 1.04 | 0.95 | 2.33 | 3.90 | 1.40 | 2.54 | 1.08 | 1.35 | 1.62 | 2.25 | 2.26 |
| Draw Down(%) | NA | 1.44 | 1.44 | 10.76 | 10.76 | NA | NA | … | … | 1.44 | 0.42 | 0.21 | 1.72 | 9.69 | 1.67 | 6.13 | 0.49 | 1.08 | 0.84 | 2.22 | 1.08 |
| Yield(%) | 0.00 | 4.08 | 4.11 | 2.88 | 2.55 | 1.84 | 1.38 | … | … | 1.10 | 4.12 | 3.69 | 3.32 | 1.60 | 1.65 | 1.29 | 2.83 | 3.05 | 2.46 | 2.19 | 1.11 |
Data as of 06/04/2026, Common starting date is 05/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTCPX (DFA Targeted Credit Port Instl) |
-2.13%
Oct 2019 – Oct 2022 |
-0.06%
Oct 2017 – Oct 2022 |
2.17%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTCPX (DFA Targeted Credit Port Instl) |
6.13%
Oct 2022 – Oct 2025 |
3.06%
Dec 2015 – Dec 2020 |
2.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart