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Here you can find all mutual funds issued by Dimensional Fund Advisors LP and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Dimensional Fund Advisors LP
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
DAADX
DFA Emerging Markets ex China Core Equity Portfoli...Emerging Markets DiversifiedNov 14, 20210.43%
3.10%
2.66%
DFA California Municipal Real Return PortfolioMunicipal BondsOct 31, 20170.26%
1.07%
1.90%
DFA California Intermediate-Term Municipal Bond Po...Municipal BondsNov 28, 20110.20%
-1.13%
1.34%
1.66%
DFA Commodity Strategy PortfolioCommoditiesNov 8, 20100.31%
6.76%
-1.24%
2.45%
DFA Emerging Markets Targeted Value PortfolioEmerging Markets DiversifiedNov 13, 20180.66%
2.92%
5.06%
DFA Emerging Markets Small Cap PortfolioEmerging Markets DiversifiedMar 4, 19980.59%
2.19%
5.36%
2.91%
DFA Emerging Markets Sustainability Core 1 Portfol...Emerging Markets DiversifiedMar 26, 20180.46%
2.25%
2.66%
DFA Short-Term Selective State Municipal Bond Port...Municipal BondsApr 11, 20220.25%
0.58%
2.36%
DFA Short-Duration Real Return PortfolioShort-Term BondNov 5, 20130.22%
2.53%
2.28%
3.57%
DFA Large Cap International PortfolioForeign Large Cap EquitiesJul 17, 19910.18%
3.48%
4.69%
3.23%
DFA Investment Grade PortfolioIntermediate Core BondMar 7, 20110.20%
-1.98%
1.75%
3.30%
DFA Emerging Markets Core Equity FundEmerging Markets DiversifiedApr 4, 20050.40%
3.41%
4.20%
3.45%
DFA Two-Year Fixed Income PortfolioShort-Term BondJun 6, 19960.21%
1.74%
1.01%
3.85%
DFA California Short Term Municipal Bond PortfolioMunicipal BondsApr 1, 20070.19%
0.60%
0.85%
1.93%
DFA Continental Small Company PortfolioEurope EquitiesApr 14, 19880.42%
0.43%
5.71%
2.83%
DFA Enhanced U.S. Large Company PortfolioLarge Cap Blend EquitiesJul 2, 19960.15%
7.15%
12.36%
3.18%
DFA Emerging Markets PortfolioEmerging Markets DiversifiedApr 24, 19940.36%
3.00%
3.63%
3.31%
DFA US Core Equity 1 Portfolio ILarge Cap Blend EquitiesSep 15, 20050.14%
6.85%
11.52%
1.36%
DFA Short-Term Extended Quality PortfolioShort-Term BondMar 4, 20090.19%
1.62%
1.50%
3.64%
DFA Emerging Markets II PortfolioEmerging Markets DiversifiedAug 13, 19970.37%
3.01%
3.78%
3.73%

1–20 of 95

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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