Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCIBX (Dfa Ca Int-Tr Mn) | 0.93% | 4.85% | 3.04% | 1.05% | 1.32% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCIBX (Dfa Ca Int-Tr Mn) | 12/14/2011 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.85 | 3.04 | 1.05 | 1.32 | NA | NA | … | … | 0.93 | 3.71 | 1.19 | 3.73 | -3.75 | -0.53 | 2.78 | 4.11 | 1.35 | 2.28 | -0.39 | 2.80 | 5.45 | -0.73 | 2.81 | 0.84 |
| Sharpe Ratio | NA | 1.46 | -0.07 | -0.66 | -0.12 | NA | NA | … | … | -0.05 | 0.31 | -1.37 | 0.03 | -2.14 | -0.58 | 0.51 | 2.26 | -0.03 | 1.21 | -0.35 | 1.64 | 2.76 | -0.31 | 1.46 | 15.42 |
| Standard Deviation(%) | NA | 1.57 | 2.24 | 2.18 | 2.36 | NA | NA | … | … | 1.87 | 2.68 | 1.77 | 2.38 | 2.44 | 0.95 | 4.98 | 1.16 | 1.04 | 1.35 | 1.73 | 1.69 | 1.97 | 2.45 | 1.90 | 1.38 |
| Draw Down(%) | NA | 1.80 | 2.97 | 7.21 | 7.97 | NA | NA | … | … | 1.80 | 2.97 | 1.70 | 3.55 | 6.63 | 1.01 | 7.97 | 1.37 | 1.16 | 1.88 | 3.77 | 2.24 | 1.41 | 4.41 | 2.26 | 0.00 |
| Yield(%) | 0.00 | 2.65 | 2.25 | 1.72 | 1.54 | 1.56 | 1.17 | … | … | 1.03 | 2.48 | 2.04 | 1.71 | 1.09 | 1.04 | 1.37 | 1.51 | 1.43 | 1.32 | 1.33 | 1.63 | 1.75 | 1.31 | 1.42 | 0.15 |
Data as of 06/10/2026, Common starting date is 12/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCIBX (Dfa Ca Int-Tr Mn) |
-1.78%
Oct 2020 – Oct 2023 |
0.04%
Oct 2017 – Oct 2022 |
1.04%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCIBX (Dfa Ca Int-Tr Mn) |
4.33%
Aug 2013 – Aug 2016 |
2.59%
Aug 2013 – Aug 2018 |
1.75%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart