Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Scott Burn`s AssetBuilder DFA Model Portfolio 09 | 0.00% | 5.67% | 8.28% | 4.56% | 6.01% | 5.12% | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/10/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Scott Burn`s AssetBuilder DFA Model Portfolio 09 | 02/10/2009 | 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.67 | 8.28 | 4.56 | 6.01 | 5.12 | NA | … | … | 0.00 | 10.60 | 7.88 | 10.31 | -6.84 | 15.48 | 1.85 | 13.68 | -6.69 | 12.39 | 8.58 | -3.08 | 1.95 | 11.07 | 11.11 | -4.56 | 13.02 | 37.07 |
| Sharpe Ratio | NA | 0.73 | 0.76 | 0.26 | 0.51 | NA | NA | … | … | -1,562,029.57 | 0.95 | 0.68 | 0.93 | -0.76 | 1.93 | 0.10 | 1.94 | -1.06 | 2.86 | 1.03 | -0.38 | 0.34 | 1.61 | 1.31 | -0.32 | 1.05 | 1.90 |
| Standard Deviation(%) | NA | 4.17 | 6.61 | 7.92 | 8.56 | NA | NA | … | … | 0.00 | 8.15 | 6.29 | 7.19 | 10.89 | 8.03 | 15.64 | 6.30 | 7.63 | 4.11 | 8.14 | 8.26 | 5.75 | 6.86 | 8.44 | 14.26 | 12.37 | 19.46 |
| Draw Down(%) | NA | 2.10 | 8.42 | 12.55 | 23.73 | NA | NA | … | … | 0.00 | 8.42 | 4.02 | 5.59 | 12.55 | 4.06 | 23.73 | 4.33 | 11.95 | 1.69 | 6.44 | 9.61 | 5.77 | 5.84 | 8.66 | 16.01 | 9.64 | 11.36 |
| Yield(%) | NA | 0.49 | 0.20 | 0.15 | 0.10 | NA | NA | … | … | NA | NA | 0.00 | 0.52 | 0.10 | 0.00 | 0.02 | 0.25 | 0.09 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.09 | 1.78 | 1.57 | 2.41 |
Data as of 06/09/2026, Common starting date is 02/10/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Scott Burn`s AssetBuilder DFA Model Portfolio 09 |
-1.76%
Mar 2017 – Mar 2020 |
0.37%
Mar 2015 – Mar 2020 |
3.06%
Mar 2010 – Mar 2020 |
4.88%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Scott Burn`s AssetBuilder DFA Model Portfolio 09 |
17.59%
Mar 2009 – Mar 2012 |
13.65%
Mar 2009 – Mar 2014 |
8.40%
Mar 2009 – Mar 2019 |
7.55%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart