Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSSMX (DFA Selective State Municipal Bond Portfolio Institutional Class) | 1.28% | 5.06% | 3.40% | 0.92% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSSMX (DFA Selective State Municipal Bond Portfolio Institutional Class) | 10/19/2020 | 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 (%) | 0.00 | 5.06 | 3.40 | 0.92 | NA | NA | NA | … | … | 1.28 | 3.77 | 2.20 | 4.25 | -6.27 | 0.10 | 1.08 |
| Sharpe Ratio | NA | 1.72 | 0.08 | -0.64 | NA | NA | NA | … | … | 0.30 | 0.31 | -0.85 | 0.25 | -2.36 | 0.05 | 6.24 |
| Standard Deviation(%) | NA | 1.40 | 2.25 | 2.44 | NA | NA | NA | … | … | 1.64 | 2.89 | 1.68 | 2.41 | 3.27 | 1.29 | 0.87 |
| Draw Down(%) | NA | 1.57 | 3.34 | 10.56 | NA | NA | NA | … | … | 1.57 | 3.34 | 1.18 | 3.03 | 9.99 | 1.54 | 0.20 |
| Yield(%) | 0.00 | 2.86 | 2.45 | 1.74 | 0.91 | 0.61 | 0.46 | … | … | 1.06 | 2.75 | 2.37 | 1.78 | 0.94 | 0.59 | 0.08 |
Data as of 06/10/2026, Common starting date is 10/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSSMX (DFA Selective State Municipal Bond Portfolio Institutional Class) |
-1.08%
Nov 2020 – Nov 2023 |
0.73%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSSMX (DFA Selective State Municipal Bond Portfolio Institutional Class) |
4.57%
Oct 2022 – Oct 2025 |
1.23%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart