Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAABX (DFA U.S. Sustainability Targeted Value Portfolio Institutional Class) | 11.84% | 26.60% | 15.30% | 8.44% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAABX (DFA U.S. Sustainability Targeted Value Portfolio Institutional Class) | 07/06/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 26.60 | 15.30 | 8.44 | NA | NA | NA | … | … | 11.84 | 10.02 | 9.07 | 18.81 | -8.38 | 31.43 | 44.34 |
| Sharpe Ratio | NA | 1.51 | 0.66 | 0.26 | NA | NA | NA | … | … | 1.40 | 0.32 | 0.28 | 0.74 | -0.40 | 1.49 | 4.14 |
| Standard Deviation(%) | NA | 17.70 | 20.39 | 21.41 | NA | NA | NA | … | … | 17.96 | 22.63 | 19.65 | 20.71 | 24.77 | 21.14 | 26.43 |
| Draw Down(%) | NA | 12.13 | 25.84 | 25.84 | NA | NA | NA | … | … | 12.13 | 22.75 | 9.45 | 17.02 | 20.66 | 10.68 | 10.07 |
| Yield(%) | 0.00 | 1.19 | 1.63 | 2.56 | 2.53 | 1.69 | 1.27 | … | … | 0.00 | 1.49 | 1.20 | 2.12 | 3.22 | 6.68 | 1.70 |
Data as of 06/10/2026, Common starting date is 07/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAABX (DFA U.S. Sustainability Targeted Value Portfolio Institutional Class) |
3.62%
Apr 2021 – Apr 2024 |
7.54%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAABX (DFA U.S. Sustainability Targeted Value Portfolio Institutional Class) |
18.61%
Aug 2020 – Aug 2023 |
17.30%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart