Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSCGX (DFA – U.S. Small Cap Growth Port) | 7.69% | 16.44% | 13.70% | 4.68% | 9.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSCGX (DFA – U.S. Small Cap Growth Port) | 12/28/2012 | 06/05/2026 |
| 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 (%) | -0.79 | 16.44 | 13.70 | 4.68 | 9.64 | NA | NA | … | … | 7.69 | 8.19 | 13.85 | 21.25 | -20.28 | 17.23 | 19.35 | 26.16 | -12.33 | 16.21 | 16.86 | -1.60 | 3.81 | 40.85 | 2.24 |
| Sharpe Ratio | NA | 0.83 | 0.56 | 0.11 | 0.38 | NA | NA | … | … | 0.94 | 0.25 | 0.58 | 1.03 | -0.82 | 0.84 | 0.50 | 1.56 | -0.76 | 1.32 | 0.96 | -0.10 | 0.24 | 2.82 | NA |
| Standard Deviation(%) | NA | 16.63 | 18.71 | 20.56 | 21.53 | NA | NA | … | … | 17.45 | 21.62 | 17.65 | 17.20 | 26.63 | 20.46 | 38.00 | 15.84 | 18.23 | 11.82 | 17.38 | 16.23 | 15.86 | 14.48 | 0.00 |
| Draw Down(%) | NA | 11.11 | 24.46 | 33.11 | 41.44 | NA | NA | … | … | 11.11 | 22.19 | 8.40 | 14.59 | 26.05 | 15.17 | 41.44 | 9.43 | 26.57 | 6.24 | 13.14 | 14.18 | 12.47 | 5.43 | 0.00 |
| Yield(%) | 0.00 | 0.48 | 0.74 | 0.64 | 1.73 | 1.98 | 1.48 | … | … | 0.00 | 0.64 | 0.70 | 0.87 | 0.65 | 0.67 | 0.68 | 1.59 | 4.49 | 1.93 | 1.36 | 1.47 | 0.74 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSCGX (DFA – U.S. Small Cap Growth Port) |
-4.39%
Mar 2017 – Mar 2020 |
-0.55%
Mar 2015 – Mar 2020 |
6.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSCGX (DFA – U.S. Small Cap Growth Port) |
20.85%
Dec 2018 – Dec 2021 |
16.12%
Oct 2016 – Oct 2021 |
10.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart