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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
DFEVX
DFA Emerging Markets Value PortfolioEmerging Markets DiversifiedMar 31, 19980.45%
9.58%
4.30%
3.94%
DFA Short-Term Government PortfolioGovernment BondsMay 31, 19870.18%
2.05%
0.81%
4.11%
DFA U.S. Targeted Value PortfolioSmall Cap Value EquitiesFeb 23, 20000.29%
4.38%
9.06%
2.18%
DFA Five Year Global Fixed Income PortfolioGlobal BondsNov 5, 19900.23%
2.11%
1.27%
3.53%
DFA Global Real Estate Securities PortfolioREITJun 3, 20080.14%
-2.04%
4.47%
3.43%
DFA Two Year Global Fixed Income PortfolioGlobal BondsFeb 8, 19960.16%
2.07%
1.19%
3.12%
DFA International Core Equity Portfolio IForeign Large Cap Equities, Large Cap Blend EquitiesSep 15, 20050.24%
6.76%
5.34%
3.16%
DFA Intermediate Government Fixed Income PortfolioGovernment BondsOct 18, 19900.11%
-1.32%
0.95%
2.47%
DFA One Year Fixed Income PortfolioUltrashort BondJul 25, 19830.13%
2.12%
1.26%
4.17%
DFA International Small Company PortfolioForeign Small & Mid Cap Equities, Small Cap Blend EquitiesSep 30, 19960.39%
5.80%
5.37%
2.84%
DFA International Real Estate SecuritiesREITFeb 28, 20070.27%
-0.54%
1.21%
5.07%
DFA International Value PortfolioForeign Large Cap EquitiesFeb 14, 19940.30%
9.76%
4.90%
4.02%
DFA Japanese Small Company PortfolioJapan EquitiesJan 30, 19860.42%
0.27%
5.95%
6.43%
DFA U.S. Large Cap Value PortfolioLarge Cap Value EquitiesFeb 19, 19930.22%
9.91%
9.11%
3.35%
DFA Municipal Bond PortfolioMunicipal BondsMar 9, 20150.21%
-0.51%
1.24%
DFA US Core Equity 2 Portfolio ILarge Cap Blend Equities0.19%
10.41%
11.27%
1.59%
DFA Real Estate Securities Portfolio Class IREITJan 5, 19930.18%
-2.55%
6.15%
3.74%
DFA Asia Pacific Small CompanyAsia Pacific EquitiesJan 4, 19930.42%
3.61%
2.87%
4.54%
DFA U.S. Micro Cap PortfolioSmall Cap Blend EquitiesDec 23, 19810.41%
4.28%
8.63%
2.39%
DFA Selectively Hedged Global Fixed Income Portfol...Global BondsJan 8, 20080.16%
2.09%
0.75%
3.82%

21–40 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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