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DFAAX vs. EARRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

DFAAX vs. EARRX

Last updated Apr 1, 2026

Compare and contrast key facts about DFA Global Core Plus Real Return Portfolio (DFAAX) and Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX).

DFAAX is managed by Dimensional. It was launched on May 5, 2021. EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010.

Performance

DFAAX vs. EARRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DFA Global Core Plus Real Return Portfolio (DFAAX) and Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX). The values are adjusted to include any dividend payments, if applicable.

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DFAAX vs. EARRX - Yearly Performance Comparison

2026 (YTD)20252024202320222021
DFAAX
DFA Global Core Plus Real Return Portfolio		-0.28%5.18%4.41%9.49%-13.40%20.47%
EARRX
Eaton Vance Short Duration Inflation-Protected Income Fund Class A		0.28%5.46%5.39%5.95%-3.22%3.71%

Returns By Period

In the year-to-date period, DFAAX achieves a -0.28% return, which is significantly lower than EARRX's 0.28% return.

DFAAX

1D
0.45%
1M
-2.10%
YTD
-0.28%
6M
-0.90%
1Y
1.97%
3Y*
4.78%
5Y*
—
10Y*
—

EARRX

1D
0.18%
1M
-0.21%
YTD
0.28%
6M
0.32%
1Y
2.98%
3Y*
4.81%
5Y*
3.78%
10Y*
3.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DFA Global Core Plus Real Return Portfolio

Eaton Vance Short Duration Inflation-Protected Income Fund Class A

Often compared with DFAAX:
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Often compared with EARRX:
EARRX vs. RCTIXEARRX vs. SPIBEARRX vs. VTSPXEARRX vs. FFNYXEARRX vs. BIIPXEARRX vs. TIILXEARRX vs. VIPIX

DFAAX vs. EARRX - Expense Ratio Comparison

DFAAX has a 0.29% expense ratio, which is lower than EARRX's 0.85% expense ratio.

EARRX
Eaton Vance Short Duration Inflation-Protected Income Fund Class A
DFAAX
DFA Global Core Plus Real Return Portfolio

Return for Risk

DFAAX vs. EARRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DFAAX
DFAAX Risk / Return Rank: 2828
Overall Rank
DFAAX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
DFAAX Sortino Ratio Rank: 2222
Sortino Ratio Rank
DFAAX Omega Ratio Rank: 2222
Omega Ratio Rank
DFAAX Calmar Ratio Rank: 3636
Calmar Ratio Rank
DFAAX Martin Ratio Rank: 3333
Martin Ratio Rank
EARRX
EARRX Risk / Return Rank: 8888
Overall Rank
EARRX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EARRX Sortino Ratio Rank: 8686
Sortino Ratio Rank
EARRX Omega Ratio Rank: 8686
Omega Ratio Rank
EARRX Calmar Ratio Rank: 9292
Calmar Ratio Rank
EARRX Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFAAX vs. EARRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DFA Global Core Plus Real Return Portfolio (DFAAX) and Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

DFAAXEARRXDifference

Sharpe ratio

Return per unit of total volatility

0.66

1.60

-0.95

Sortino ratio

Return per unit of downside risk

0.92

2.29

-1.37

Omega ratio

Gain probability vs. loss probability

1.13

1.36

-0.22

Calmar ratio

Return relative to maximum drawdown

0.98

2.76

-1.79

Martin ratio

Return relative to average drawdown

3.60

12.19

-8.59

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DFAAX vs. EARRX - Sharpe Ratio Comparison

The current DFAAX Sharpe Ratio is 0.66, which is lower than the EARRX Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of DFAAX and EARRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

DFAAXEARRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.66

1.60

-0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

1.37

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

1.33

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

1.04

-0.49

Correlation

The correlation between DFAAX and EARRX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

DFAAX vs. EARRX - Dividend Comparison

DFAAX's dividend yield for the trailing twelve months is around 3.48%, less than EARRX's 3.87% yield.

TTM20252024202320222021202020192018201720162015
DFAAX
DFA Global Core Plus Real Return Portfolio		3.48%2.90%4.09%3.96%2.06%13.05%0.00%0.00%0.00%0.00%0.00%0.00%
EARRX
Eaton Vance Short Duration Inflation-Protected Income Fund Class A		3.87%4.36%3.83%4.24%4.82%3.32%2.02%2.46%2.67%1.90%2.00%1.73%

Drawdowns

DFAAX vs. EARRX - Drawdown Comparison

The maximum DFAAX drawdown since its inception was -16.64%, which is greater than EARRX's maximum drawdown of -10.27%. Use the drawdown chart below to compare losses from any high point for DFAAX and EARRX.

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Drawdown Indicators

DFAAXEARRXDifference

Max Drawdown

Largest peak-to-trough decline

-16.64%

-10.27%

-6.37%

Max Drawdown (1Y)

Largest decline over 1 year

-2.99%

-1.18%

-1.81%

Max Drawdown (5Y)

Largest decline over 5 years

—

-6.39%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-10.27%

—

Current Drawdown

Current decline from peak

-2.10%

-0.51%

-1.59%

Average Drawdown

Average peak-to-trough decline

-4.70%

-1.09%

-3.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.81%

0.27%

+0.54%

Volatility

DFAAX vs. EARRX - Volatility Comparison

DFA Global Core Plus Real Return Portfolio (DFAAX) has a higher volatility of 1.37% compared to Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) at 0.58%. This indicates that DFAAX's price experiences larger fluctuations and is considered to be riskier than EARRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

DFAAXEARRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

0.58%

+0.79%

Volatility (6M)

Calculated over the trailing 6-month period

1.98%

1.05%

+0.93%

Volatility (1Y)

Calculated over the trailing 1-year period

3.70%

1.87%

+1.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.45%

2.78%

+5.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.45%

2.71%

+5.74%