Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/12/2017.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DFVFX (DFA INTERNATIONAL VALUE PORTFOLIO IV DFA INTERNATIONAL VALUE PORTFOLIO IV) NA 6.90% -3.46% 3.91% -0.85% 6.32% NA 4.20%
More Performance Analytics Comparison
Name Start Date End Date
DFVFX (DFA INTERNATIONAL VALUE PORTFOLIO IV DFA INTERNATIONAL VALUE PORTFOLIO IV) 09/02/1997 04/12/2017
The return data shown below all have the same latest date: 04/12/2017.
AR inception is since 09/02/1997.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) -5.39 6.90 -3.46 3.91 -0.85 6.32 NA 4.20 -4.87 8.49 -6.13 -6.75 23.31 16.79 -16.81 10.73 39.93 -46.10 10.40 33.48 16.19 28.93 44.38 -8.41 -20.30 -12.82 14.13 13.05 -7.68
Sharpe Ratio NA 0.36 -0.20 0.22 -0.05 NA NA 0.13 -1.10 0.40 -0.36 -0.55 1.62 0.89 -0.56 0.44 1.12 -1.03 0.40 2.09 1.31 1.94 2.98 -0.52 -1.35 -0.95 0.93 0.52 -1.37
Standard Deviation(%) NA 18.63 17.46 17.02 26.04 NA NA 21.48 15.31 20.76 16.99 12.32 14.35 19.04 29.87 24.34 35.55 45.33 18.59 14.53 10.74 14.42 14.65 18.31 17.04 17.80 11.69 18.59 18.13
Draw Down(%) NA 11.77 31.24 31.24 66.46 NA NA 66.46 10.30 16.04 20.92 15.47 9.79 19.14 29.94 20.20 33.93 58.58 12.90 16.00 7.85 11.13 14.46 28.40 26.09 17.85 8.89 25.69 13.52
Yield(%) 0.00 4.12 3.66 4.36 2.84 6.06 3.96 4.17 0.00 4.04 3.47 4.85 3.45 4.56 3.68 2.60 4.00 3.87 5.82 5.18 5.79 2.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFVFX (DFA INTERNATIONAL VALUE PORTFOLIO IV DFA INTERNATIONAL VALUE PORTFOLIO IV) -17.58%
Feb 2006 - Feb 2009 		-8.74%
May 2007 - May 2012 		-0.13%
Feb 1999 - Feb 2009 		4.00%
Sep 2000 - Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFVFX (DFA INTERNATIONAL VALUE PORTFOLIO IV DFA INTERNATIONAL VALUE PORTFOLIO IV) 37.78%
Mar 2003 - Mar 2006 		29.08%
Oct 2002 - Oct 2007 		11.07%
Mar 2003 - Mar 2013 		7.51%
Jan 2002 - Jan 2017
Annualized Rolling Returns Comparison Chart