Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWFIX (DFA World ex US Gvrnmnt Fxd Incm Prt Ins) | 0.12% | 1.03% | 3.91% | -1.53% | 0.77% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWFIX (DFA World ex US Gvrnmnt Fxd Incm Prt Ins) | 02/15/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 1.03 | 3.91 | -1.53 | 0.77 | NA | NA | … | … | 0.12 | 1.27 | 1.59 | 9.97 | -18.94 | -5.54 | 5.47 | 8.52 | 3.28 | 3.18 | 5.53 | 0.85 | 12.28 | -2.16 | 6.27 |
| Sharpe Ratio | NA | -0.26 | 0.25 | -0.62 | -0.14 | NA | NA | … | … | -0.25 | -0.40 | -0.40 | 0.82 | -2.31 | -1.30 | 1.04 | 1.69 | 0.63 | 0.75 | 1.19 | 0.16 | 4.01 | -0.59 | 2.47 |
| Standard Deviation(%) | NA | 3.46 | 5.10 | 6.32 | 5.32 | NA | NA | … | … | 4.25 | 4.08 | 5.04 | 7.74 | 8.85 | 4.29 | 5.00 | 4.18 | 3.04 | 3.38 | 4.46 | 4.98 | 3.06 | 3.73 | 2.91 |
| Draw Down(%) | NA | 3.46 | 3.72 | 24.28 | 26.09 | NA | NA | … | … | 3.46 | 2.46 | 3.04 | 4.91 | 21.04 | 5.78 | 6.34 | 3.72 | 2.24 | 2.34 | 4.99 | 5.60 | 1.40 | 5.73 | 1.51 |
| Yield(%) | 0.00 | 1.84 | 3.33 | 1.81 | 2.46 | 3.05 | 2.29 | … | … | 0.00 | 2.31 | 3.04 | 4.64 | 0.00 | 0.83 | 0.89 | 4.46 | 7.47 | 0.17 | 2.83 | 6.91 | 9.01 | 1.79 | 2.99 |
Data as of 06/04/2026, Common starting date is 02/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWFIX (DFA World ex US Gvrnmnt Fxd Incm Prt Ins) |
-8.26%
Oct 2020 – Oct 2023 |
-2.73%
Aug 2019 – Aug 2024 |
0.76%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWFIX (DFA World ex US Gvrnmnt Fxd Incm Prt Ins) |
7.44%
Aug 2013 – Aug 2016 |
5.64%
Aug 2014 – Aug 2019 |
2.87%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart