DFP vs. ACTIX
Compare and contrast key facts about Dimensional Financial Leaders Fund (DFP) and Advisors Capital Tactical Fixed Income Fund (ACTIX).
DFP is managed by Dimensional Fund Advisors. It was launched on May 23, 2013. ACTIX is managed by American Century. It was launched on Feb 1, 2021.
Performance
DFP vs. ACTIX - Performance Comparison
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DFP vs. ACTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DFP Dimensional Financial Leaders Fund | -0.39% | 11.88% | 20.47% | 2.12% | -26.32% | -2.59% |
ACTIX Advisors Capital Tactical Fixed Income Fund | -0.73% | 6.08% | 3.07% | 5.97% | -9.94% | 0.75% |
Returns By Period
In the year-to-date period, DFP achieves a -0.39% return, which is significantly higher than ACTIX's -0.73% return.
DFP
- 1D
- 1.35%
- 1M
- -5.85%
- YTD
- -0.39%
- 6M
- -2.76%
- 1Y
- 8.02%
- 3Y*
- 11.54%
- 5Y*
- -0.50%
- 10Y*
- 6.16%
ACTIX
- 1D
- 0.64%
- 1M
- -1.56%
- YTD
- -0.73%
- 6M
- -0.49%
- 1Y
- 3.52%
- 3Y*
- 4.16%
- 5Y*
- 0.80%
- 10Y*
- —
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DFP vs. ACTIX - Expense Ratio Comparison
DFP has a 0.01% expense ratio, which is lower than ACTIX's 2.09% expense ratio.
Return for Risk
DFP vs. ACTIX — Risk / Return Rank
DFP
ACTIX
DFP vs. ACTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Financial Leaders Fund (DFP) and Advisors Capital Tactical Fixed Income Fund (ACTIX). 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.
| DFP | ACTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.80 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.13 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.25 | -0.45 |
Martin ratioReturn relative to average drawdown | 3.03 | 4.50 | -1.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFP | ACTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.80 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.00 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.00 | +0.35 |
Correlation
The correlation between DFP and ACTIX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DFP vs. ACTIX - Dividend Comparison
DFP's dividend yield for the trailing twelve months is around 7.32%, more than ACTIX's 3.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFP Dimensional Financial Leaders Fund | 7.32% | 6.99% | 6.81% | 7.39% | 10.54% | 7.03% | 6.36% | 6.41% | 8.75% | 7.11% | 8.16% | 8.38% |
ACTIX Advisors Capital Tactical Fixed Income Fund | 3.11% | 3.09% | 3.18% | 2.44% | 1.10% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFP vs. ACTIX - Drawdown Comparison
The maximum DFP drawdown since its inception was -47.32%, smaller than the maximum ACTIX drawdown of -96.41%. Use the drawdown chart below to compare losses from any high point for DFP and ACTIX.
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Drawdown Indicators
| DFP | ACTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.32% | -96.41% | +49.09% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -3.07% | -6.90% |
Max Drawdown (5Y)Largest decline over 5 years | -40.00% | -96.41% | +56.41% |
Max Drawdown (10Y)Largest decline over 10 years | -47.32% | — | — |
Current DrawdownCurrent decline from peak | -6.42% | -96.17% | +89.75% |
Average DrawdownAverage peak-to-trough decline | -9.83% | -27.61% | +17.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 0.86% | +1.77% |
Volatility
DFP vs. ACTIX - Volatility Comparison
Dimensional Financial Leaders Fund (DFP) has a higher volatility of 4.79% compared to Advisors Capital Tactical Fixed Income Fund (ACTIX) at 1.97%. This indicates that DFP's price experiences larger fluctuations and is considered to be riskier than ACTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFP | ACTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 1.97% | +2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 2.58% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.97% | 4.71% | +7.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.70% | 1,202.55% | -1,187.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.95% | 1,200.64% | -1,181.69% |