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DFFGX vs. DFIEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DFFGX vs. DFIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DFA Short-Term Government Portfolio (DFFGX) and DFA International Core Equity Portfolio I (DFIEX). The values are adjusted to include any dividend payments, if applicable.

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DFFGX vs. DFIEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DFFGX
DFA Short-Term Government Portfolio
0.87%3.12%5.29%5.01%-4.41%-1.27%0.39%2.52%1.17%0.51%
DFIEX
DFA International Core Equity Portfolio I
-0.21%36.18%3.99%17.50%-13.51%13.85%7.73%21.70%-17.41%28.04%

Returns By Period

In the year-to-date period, DFFGX achieves a 0.87% return, which is significantly higher than DFIEX's -0.21% return. Over the past 10 years, DFFGX has underperformed DFIEX with an annualized return of 1.18%, while DFIEX has yielded a comparatively higher 9.31% annualized return.


DFFGX

1D
0.06%
1M
0.26%
YTD
0.87%
6M
1.92%
1Y
2.99%
3Y*
4.36%
5Y*
1.83%
10Y*
1.18%

DFIEX

1D
-0.02%
1M
-10.45%
YTD
-0.21%
6M
5.11%
1Y
26.87%
3Y*
15.59%
5Y*
9.04%
10Y*
9.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DFFGX vs. DFIEX - Expense Ratio Comparison

DFFGX has a 0.18% expense ratio, which is lower than DFIEX's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

DFFGX vs. DFIEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFFGX
DFFGX Risk / Return Rank: 8686
Overall Rank
DFFGX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
DFFGX Sortino Ratio Rank: 6868
Sortino Ratio Rank
DFFGX Omega Ratio Rank: 9999
Omega Ratio Rank
DFFGX Calmar Ratio Rank: 9494
Calmar Ratio Rank
DFFGX Martin Ratio Rank: 8686
Martin Ratio Rank

DFIEX
DFIEX Risk / Return Rank: 8585
Overall Rank
DFIEX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
DFIEX Sortino Ratio Rank: 8484
Sortino Ratio Rank
DFIEX Omega Ratio Rank: 8383
Omega Ratio Rank
DFIEX Calmar Ratio Rank: 8686
Calmar Ratio Rank
DFIEX Martin Ratio Rank: 8585
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.

DFFGX vs. DFIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DFA Short-Term Government Portfolio (DFFGX) and DFA International Core Equity Portfolio I (DFIEX). 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.


DFFGXDFIEXDifference

Sharpe ratio

Return per unit of total volatility

1.55

1.66

-0.11

Sortino ratio

Return per unit of downside risk

1.70

2.18

-0.47

Omega ratio

Gain probability vs. loss probability

2.20

1.33

+0.87

Calmar ratio

Return relative to maximum drawdown

3.09

2.16

+0.93

Martin ratio

Return relative to average drawdown

9.14

8.72

+0.42

DFFGX vs. DFIEX - Sharpe Ratio Comparison

The current DFFGX Sharpe Ratio is 1.55, which is comparable to the DFIEX Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of DFFGX and DFIEX, 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


DFFGXDFIEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

1.66

-0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

0.58

+0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.57

+0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.34

+0.15

Correlation

The correlation between DFFGX and DFIEX is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

DFFGX vs. DFIEX - Dividend Comparison

DFFGX's dividend yield for the trailing twelve months is around 2.86%, less than DFIEX's 3.24% yield.


TTM20252024202320222021202020192018201720162015
DFFGX
DFA Short-Term Government Portfolio
2.86%2.98%4.87%3.57%1.85%0.15%0.29%1.83%1.53%1.18%0.99%1.27%
DFIEX
DFA International Core Equity Portfolio I
3.24%3.22%3.42%3.36%2.88%2.98%1.77%2.90%2.95%2.49%2.76%4.20%

Drawdowns

DFFGX vs. DFIEX - Drawdown Comparison

The maximum DFFGX drawdown since its inception was -10.09%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for DFFGX and DFIEX.


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Drawdown Indicators


DFFGXDFIEXDifference

Max Drawdown

Largest peak-to-trough decline

-10.09%

-62.22%

+52.13%

Max Drawdown (1Y)

Largest decline over 1 year

-1.00%

-11.01%

+10.01%

Max Drawdown (5Y)

Largest decline over 5 years

-6.49%

-28.66%

+22.17%

Max Drawdown (10Y)

Largest decline over 10 years

-6.49%

-41.04%

+34.55%

Current Drawdown

Current decline from peak

0.00%

-10.45%

+10.45%

Average Drawdown

Average peak-to-trough decline

-0.86%

-12.26%

+11.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.34%

2.84%

-2.50%

Volatility

DFFGX vs. DFIEX - Volatility Comparison

The current volatility for DFA Short-Term Government Portfolio (DFFGX) is 0.15%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 6.26%. This indicates that DFFGX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFFGXDFIEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.15%

6.26%

-6.11%

Volatility (6M)

Calculated over the trailing 6-month period

0.40%

10.04%

-9.64%

Volatility (1Y)

Calculated over the trailing 1-year period

1.43%

15.66%

-14.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.85%

15.60%

-13.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.57%

16.32%

-14.75%