Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRXIX (DFA LTIP Portfolio) | -0.58% | 4.05% | -4.00% | -9.46% | -2.01% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRXIX (DFA LTIP Portfolio) | 03/09/2012 | 06/09/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 4.05 | -4.00 | -9.46 | -2.01 | NA | NA | … | … | -0.58 | -3.91 | -8.37 | -0.99 | -40.20 | 6.72 | 20.21 | 19.34 | -8.34 | 9.59 | 9.68 | -12.64 | 24.63 | -26.07 | 12.17 |
| Sharpe Ratio | NA | -0.01 | -0.40 | -0.57 | -0.19 | NA | NA | … | … | -0.32 | -0.44 | -0.90 | -0.23 | -1.42 | 0.41 | 0.83 | 1.47 | -0.96 | 0.83 | 0.67 | -0.76 | 1.72 | -1.46 | 0.97 |
| Standard Deviation(%) | NA | 11.72 | 17.35 | 20.60 | 18.19 | NA | NA | … | … | 11.98 | 15.58 | 16.63 | 23.30 | 29.32 | 16.40 | 24.06 | 12.23 | 10.13 | 10.83 | 14.04 | 16.70 | 14.29 | 17.92 | 15.77 |
| Draw Down(%) | NA | 9.31 | 21.08 | 52.26 | 52.26 | NA | NA | … | … | 7.46 | 11.85 | 14.55 | 24.32 | 43.92 | 13.92 | 22.63 | 8.06 | 12.13 | 5.21 | 14.87 | 16.45 | 8.23 | 27.26 | 8.38 |
| Yield(%) | 0.00 | 5.82 | 4.68 | 3.92 | 3.55 | 2.66 | 2.00 | … | … | 0.00 | 6.37 | 4.25 | 5.41 | 6.17 | 4.72 | 1.65 | 2.56 | 2.95 | 3.17 | 2.04 | 0.66 | 4.01 | 1.31 | 0.58 |
Data as of 06/09/2026, Common starting date is 03/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRXIX (DFA LTIP Portfolio) |
-19.11%
Oct 2020 – Oct 2023 |
-11.53%
Jul 2020 – Jul 2025 |
-2.40%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRXIX (DFA LTIP Portfolio) |
16.84%
Nov 2018 – Nov 2021 |
10.36%
Sep 2015 – Sep 2020 |
1.75%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart