Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWUSX (DFA World ex U.S. Targeted Value Portfol) | 13.05% | 34.12% | 22.44% | 10.45% | 10.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWUSX (DFA World ex U.S. Targeted Value Portfol) | 11/02/2012 | 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 (%) | -0.14 | 34.12 | 22.44 | 10.45 | 10.29 | NA | NA | … | … | 13.05 | 36.20 | 5.31 | 17.40 | -11.83 | 14.31 | 4.97 | 17.39 | -20.37 | 31.53 | 10.12 | -2.11 | -4.49 | 19.91 | 6.80 |
| Sharpe Ratio | NA | 2.56 | 1.50 | 0.59 | 0.57 | NA | NA | … | … | 2.06 | 2.48 | 0.14 | 1.16 | -0.69 | 1.12 | 0.16 | 1.44 | -1.70 | 4.23 | 0.59 | -0.15 | -0.40 | 1.67 | 4.99 |
| Standard Deviation(%) | NA | 13.20 | 13.23 | 14.42 | 15.69 | NA | NA | … | … | 16.84 | 13.72 | 11.89 | 11.97 | 19.21 | 12.79 | 28.96 | 11.04 | 12.82 | 7.33 | 16.80 | 14.37 | 11.15 | 11.90 | 10.61 |
| Draw Down(%) | NA | 11.35 | 12.72 | 28.02 | 49.65 | NA | NA | … | … | 11.35 | 12.72 | 8.08 | 10.72 | 26.70 | 9.44 | 42.62 | 12.10 | 28.37 | 2.97 | 12.39 | 17.97 | 15.52 | 11.21 | 3.68 |
| Yield(%) | 0.00 | 3.04 | 3.43 | 3.44 | 4.08 | 3.77 | 2.82 | … | … | 0.00 | 3.96 | 2.95 | 3.18 | 2.49 | 7.88 | 1.41 | 3.66 | 4.12 | 4.53 | 1.94 | 1.23 | 2.31 | 3.90 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DWUSX (DFA World ex U.S. Targeted Value Portfol) |
-9.87%
Mar 2017 – Mar 2020 |
-3.27%
Mar 2015 – Mar 2020 |
3.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWUSX (DFA World ex U.S. Targeted Value Portfol) |
23.91%
Sep 2022 – Sep 2025 |
15.96%
Mar 2020 – Mar 2025 |
11.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart