Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMNBX (DFA MN Municipal Bond Portfolio Institutional Class) | 0.90% | 2.48% | 2.62% | 1.24% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMNBX (DFA MN Municipal Bond Portfolio Institutional Class) | 07/11/2017 | 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.48 | 2.62 | 1.24 | NA | NA | NA | … | … | 0.90 | 2.85 | 2.22 | 2.65 | -2.04 | -0.30 | 2.01 | 3.32 | 0.82 | -46.61 |
| Sharpe Ratio | NA | -0.37 | -0.66 | -1.24 | NA | NA | NA | … | … | -0.74 | -0.04 | -1.58 | -0.87 | -2.52 | -0.50 | 0.59 | 2.04 | -0.57 | -0.79 |
| Standard Deviation(%) | NA | 0.74 | 0.95 | 1.06 | NA | NA | NA | … | … | 0.88 | 1.00 | 0.89 | 1.17 | 1.38 | 0.65 | 3.00 | 0.91 | 1.00 | 93.58 |
| Draw Down(%) | NA | 0.50 | 0.91 | 3.91 | NA | NA | NA | … | … | 0.50 | 0.91 | 0.43 | 1.04 | 3.51 | 0.50 | 4.62 | 0.70 | 1.21 | 47.17 |
| Yield(%) | 0.00 | 2.36 | 2.14 | 1.60 | 0.68 | 0.45 | 0.34 | … | … | 0.89 | 2.41 | 2.09 | 1.49 | 0.86 | 0.79 | 1.61 | 1.18 | 1.11 | 0.18 |
Data as of 06/10/2026, Common starting date is 07/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMNBX (DFA MN Municipal Bond Portfolio Institutional Class) |
-0.61%
Sep 2020 – Sep 2023 |
0.34%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMNBX (DFA MN Municipal Bond Portfolio Institutional Class) |
2.93%
Sep 2022 – Sep 2025 |
1.29%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart