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DILRX: DFA - International Large Cap Growth Por (MUTUAL FUND)
Basic Info 20.55 0.61(2.88%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 12/28/2012 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 1.94% |
| Expenses | 0.30% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 4.8 | 11.9 | 12.9 | 5.7 | 8.5 | 7.5 | 24.3 | 1.7 | 18.5 | -19.7 | 14.5 | 14.7 | 26.4 | -12.9 | 26.4 | -1.0 | -0.0 | -6.1 | 20.4 | 1.1 |
| Sharpe Ratio | NA | 0.45 | 0.59 | 0.64 | 0.19 | 0.43 | 0.41 | 1.43 | -0.37 | 1.09 | -0.94 | 1.11 | 0.58 | 2.4 | -1.06 | 3.74 | -0.07 | 0.0 | -0.56 | 1.71 | NA |
| Draw Down(%) | NA | 12.4 | 12.4 | 12.8 | 32.4 | 32.4 | 32.4 | 12.1 | 9.7 | 12.8 | 31.3 | 7.6 | 32.2 | 6.5 | 20.5 | 2.8 | 10.2 | 15.2 | 13.4 | 9.3 | 0.0 |
| Standard Deviation(%) | NA | 19.9 | 15.7 | 15.0 | 16.4 | 15.9 | 15.3 | 15.3 | 13.2 | 13.2 | 22.6 | 13.1 | 25.0 | 10.4 | 13.4 | 6.9 | 15.9 | 14.8 | 10.9 | 11.9 | 0.0 |
| Treynor Ratio | NA | 0.08 | 0.09 | 0.13 | 0.04 | 0.1 | 0.09 | 0.36 | -0.06 | 0.19 | -0.26 | 0.19 | 0.31 | 0.35 | -0.21 | 0.42 | -0.01 | 0.0 | -0.08 | 0.23 | 0.0 |
| Alpha | NA | -0.04 | -0.05 | -0.01 | -0.01 | 0.0 | -0.01 | 0.04 | -0.06 | -0.01 | -0.02 | -0.02 | 0.02 | 0.02 | -0.04 | 0.05 | -0.05 | 0.0 | -0.06 | -0.03 | NA |
| Beta | NA | 1.19 | 1.01 | 0.76 | 0.77 | 0.66 | 0.68 | 0.61 | 0.78 | 0.77 | 0.81 | 0.77 | 0.46 | 0.71 | 0.67 | 0.61 | 0.97 | 0.8 | 0.75 | 0.88 | NA |
| RSquared | NA | 0.72 | 0.65 | 0.6 | 0.67 | 0.58 | 0.59 | 0.58 | 0.58 | 0.63 | 0.79 | 0.65 | 0.42 | 0.74 | 0.73 | 0.39 | 0.69 | 0.69 | 0.66 | 0.71 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 2.1 | 2.3 | 2.0 | 2.0 | 1.5 | 2.6 | 2.2 | 2.4 | 2.0 | 2.3 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.1 | 3.8 | -11.6 | 13.5 | 48.8 | -27.9 | 1.3 | 11.8 | 19.1 | -16.3 | 102.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2012
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