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DFSPX: DFA Int'l Sustainability Core 1 Portflio (MUTUAL FUND)
Basic Info 16.71 0.37(2.17%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 06/09/2008 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 3.20% |
| Expenses | 0.25% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/09/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 4.0 | 16.6 | 16.2 | 7.1 | 9.2 | 6.9 | 5.3 | 29.9 | 5.0 | 18.4 | -17.7 | 12.1 | 11.7 | 24.2 | -15.5 | 27.3 | 2.8 | -0.3 | -6.0 | 22.6 | 18.1 | -14.0 | 11.5 | 34.9 | -40.3 |
| Sharpe Ratio | NA | 0.83 | 1.26 | 0.99 | 0.33 | 0.49 | NA | 0.23 | 1.81 | 0.11 | 1.13 | -0.86 | 0.95 | 0.43 | 2.16 | -1.3 | 3.68 | 0.15 | -0.02 | -0.54 | 1.8 | 1.08 | -0.51 | 0.54 | 1.18 | -1.19 |
| Draw Down(%) | NA | 12.0 | 12.0 | 12.7 | 32.7 | 35.9 | NA | 56.5 | 12.4 | 9.0 | 12.7 | 30.9 | 7.4 | 35.3 | 7.9 | 23.6 | 2.2 | 12.4 | 16.2 | 14.6 | 9.4 | 16.6 | 27.0 | 18.9 | 28.8 | 52.8 |
| Standard Deviation(%) | NA | 18.6 | 14.7 | 14.5 | 16.1 | 16.1 | NA | 19.8 | 15.2 | 12.7 | 13.1 | 22.4 | 12.7 | 26.5 | 10.5 | 13.0 | 7.3 | 17.5 | 14.9 | 11.2 | 12.6 | 16.9 | 27.3 | 21.4 | 29.5 | 50.6 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.14 | 0.05 | 0.08 | NA | 0.05 | 0.28 | 0.01 | 0.15 | -0.19 | 0.12 | 0.12 | 0.23 | -0.18 | 0.28 | 0.03 | 0.0 | -0.06 | 0.23 | 0.18 | -0.14 | 0.11 | 0.34 | -0.62 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.02 |
| Beta | NA | 1.05 | 1.04 | 1.02 | 1.02 | 1.0 | NA | 1.0 | 0.99 | 1.02 | 1.0 | 1.03 | 0.99 | 0.98 | 0.98 | 0.96 | 0.96 | 0.99 | 0.96 | 0.99 | 0.98 | 1.01 | 1.0 | 1.0 | 1.03 | 0.98 |
| RSquared | NA | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | NA | 0.99 | 0.97 | 0.98 | 0.97 | 0.99 | 0.98 | 0.99 | 0.98 | 0.98 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | 3.2 | 3.4 | 2.6 | 3.2 | 3.0 | N/A | 4.0 | 3.2 | 3.0 | 1.8 | 2.9 | 1.6 | 3.1 | 2.1 | 2.9 | 2.5 | 2.4 | 2.9 | 2.9 | 2.8 | 2.6 | 2.1 | 2.6 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | 20.9 | 51.7 | 52.2 | N/A | N/A | N/A | 28.8 | 20.1 | 32.0 | -30.7 | 98.9 | -37.1 | 17.0 | -7.5 | 15.8 | 3.3 | -23.8 | 15.6 | 16.7 | -9.5 | 34.3 | 8.2 | -12.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/09/2008
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