Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUSLX (DFA – U.S. Large Cap Growth Port) | 7.46% | 15.90% | 19.56% | 10.15% | 13.86% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUSLX (DFA – U.S. Large Cap Growth Port) | 12/28/2012 | 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 (%) | -1.94 | 15.90 | 19.56 | 10.15 | 13.86 | NA | NA | … | … | 7.46 | 12.62 | 23.82 | 24.97 | -20.77 | 19.22 | 21.84 | 32.16 | -1.99 | 25.54 | 9.16 | 1.64 | 11.21 | 32.26 | 1.53 |
| Sharpe Ratio | NA | 1.06 | 1.11 | 0.44 | 0.70 | NA | NA | … | … | 0.97 | 0.56 | 1.57 | 1.72 | -0.90 | 1.39 | 0.70 | 2.42 | -0.20 | 3.75 | 0.72 | 0.11 | 0.97 | 2.93 | NA |
| Standard Deviation(%) | NA | 12.10 | 14.53 | 16.91 | 17.38 | NA | NA | … | … | 14.52 | 17.51 | 12.84 | 12.50 | 24.70 | 13.82 | 30.52 | 12.70 | 17.37 | 6.67 | 12.48 | 14.97 | 11.57 | 11.00 | 0.00 |
| Draw Down(%) | NA | 9.72 | 18.15 | 28.04 | 30.86 | NA | NA | … | … | 9.72 | 18.15 | 7.75 | 8.97 | 24.46 | 8.84 | 30.86 | 6.89 | 19.90 | 2.11 | 9.13 | 11.26 | 7.38 | 6.07 | 0.00 |
| Yield(%) | 0.00 | 0.70 | 1.49 | 1.33 | 2.90 | 3.31 | 2.49 | … | … | 0.00 | 0.98 | 1.25 | 2.26 | 1.19 | 1.32 | 1.69 | 3.10 | 4.33 | 2.14 | 1.46 | 2.26 | 1.03 | 0.00 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| DUSLX (DFA – U.S. Large Cap Growth Port) |
4.78%
Sep 2020 – Sep 2023 |
7.82%
Sep 2018 – Sep 2023 |
10.27%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUSLX (DFA – U.S. Large Cap Growth Port) |
24.28%
Dec 2018 – Dec 2021 |
19.87%
Oct 2016 – Oct 2021 |
14.37%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart