Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGBEX (DFA Global Social Core Equity Portfolio Institutional Class) | 9.33% | 24.68% | 19.55% | 10.20% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGBEX (DFA Global Social Core Equity Portfolio Institutional Class) | 11/13/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.85 | 24.68 | 19.55 | 10.20 | NA | NA | NA | … | … | 9.33 | 22.65 | 15.73 | 22.33 | -17.76 | 20.22 | 12.88 | 3.93 |
| Sharpe Ratio | NA | 1.84 | 1.20 | 0.48 | NA | NA | NA | … | … | 1.45 | 1.17 | 0.94 | 1.42 | -0.85 | 1.50 | 0.39 | 4.76 |
| Standard Deviation(%) | NA | 13.66 | 14.72 | 16.38 | NA | NA | NA | … | … | 16.50 | 16.91 | 12.82 | 13.28 | 22.61 | 13.48 | 32.25 | 7.21 |
| Draw Down(%) | NA | 10.46 | 17.27 | 26.97 | NA | NA | NA | … | … | 10.46 | 17.27 | 8.76 | 12.15 | 26.97 | 5.79 | 37.83 | 1.98 |
| Yield(%) | 0.00 | 1.69 | 2.52 | 2.14 | 1.73 | 1.16 | 0.87 | … | … | 0.00 | 2.02 | 3.11 | 2.22 | 1.44 | 2.64 | 2.46 | 0.53 |
Data as of 06/10/2026, Common starting date is 11/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGBEX (DFA Global Social Core Equity Portfolio Institutional Class) |
3.44%
Apr 2021 – Apr 2024 |
9.22%
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 |
|---|---|---|---|---|
| DGBEX (DFA Global Social Core Equity Portfolio Institutional Class) |
23.45%
Sep 2022 – Sep 2025 |
16.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart