DFSHX vs. AGBVX
Compare and contrast key facts about DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) and American Century Global Bond Fund (AGBVX).
DFSHX is managed by Dimensional. It was launched on Jan 8, 2008. AGBVX is managed by American Century. It was launched on Jan 30, 2012.
Performance
DFSHX vs. AGBVX - Performance Comparison
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DFSHX vs. AGBVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFSHX DFA Selectively Hedged Global Fixed Income Portfolio | 0.11% | 4.84% | 5.66% | 5.55% | -6.24% | -0.82% | 2.33% | 4.82% | 1.83% | 2.61% |
AGBVX American Century Global Bond Fund | -0.44% | 4.86% | 2.26% | 6.58% | -12.84% | -1.24% | 4.58% | 8.41% | -0.33% | 3.74% |
Returns By Period
In the year-to-date period, DFSHX achieves a 0.11% return, which is significantly higher than AGBVX's -0.44% return. Over the past 10 years, DFSHX has outperformed AGBVX with an annualized return of 2.02%, while AGBVX has yielded a comparatively lower 1.46% annualized return.
DFSHX
- 1D
- 0.11%
- 1M
- -0.96%
- YTD
- 0.11%
- 6M
- 1.00%
- 1Y
- 3.71%
- 3Y*
- 4.84%
- 5Y*
- 1.75%
- 10Y*
- 2.02%
AGBVX
- 1D
- 0.35%
- 1M
- -1.80%
- YTD
- -0.44%
- 6M
- 0.34%
- 1Y
- 3.33%
- 3Y*
- 3.29%
- 5Y*
- -0.02%
- 10Y*
- 1.46%
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DFSHX vs. AGBVX - Expense Ratio Comparison
DFSHX has a 0.16% expense ratio, which is lower than AGBVX's 0.80% expense ratio.
Return for Risk
DFSHX vs. AGBVX — Risk / Return Rank
DFSHX
AGBVX
DFSHX vs. AGBVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) and American Century Global Bond Fund (AGBVX). 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.
| DFSHX | AGBVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.20 | 1.15 | +2.05 |
Sortino ratioReturn per unit of downside risk | 4.76 | 1.61 | +3.15 |
Omega ratioGain probability vs. loss probability | 2.01 | 1.21 | +0.79 |
Calmar ratioReturn relative to maximum drawdown | 2.89 | 1.36 | +1.53 |
Martin ratioReturn relative to average drawdown | 14.20 | 5.58 | +8.62 |
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
| DFSHX | AGBVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.20 | 1.15 | +2.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | -0.00 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.40 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.53 | -0.07 |
Correlation
The correlation between DFSHX and AGBVX is 0.45, 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
DFSHX vs. AGBVX - Dividend Comparison
DFSHX's dividend yield for the trailing twelve months is around 4.25%, more than AGBVX's 4.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSHX DFA Selectively Hedged Global Fixed Income Portfolio | 4.25% | 4.26% | 4.50% | 3.90% | 0.04% | 1.77% | 0.03% | 2.52% | 3.23% | 1.75% | 1.63% | 1.11% |
AGBVX American Century Global Bond Fund | 4.05% | 4.68% | 2.71% | 1.88% | 7.39% | 2.15% | 0.90% | 1.72% | 6.01% | 1.91% | 1.43% | 0.44% |
Drawdowns
DFSHX vs. AGBVX - Drawdown Comparison
The maximum DFSHX drawdown since its inception was -9.58%, smaller than the maximum AGBVX drawdown of -16.32%. Use the drawdown chart below to compare losses from any high point for DFSHX and AGBVX.
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Drawdown Indicators
| DFSHX | AGBVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.58% | -16.32% | +6.74% |
Max Drawdown (1Y)Largest decline over 1 year | -1.28% | -2.71% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -9.58% | -16.32% | +6.74% |
Max Drawdown (10Y)Largest decline over 10 years | -9.58% | -16.32% | +6.74% |
Current DrawdownCurrent decline from peak | -1.07% | -2.25% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -3.35% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 0.66% | -0.40% |
Volatility
DFSHX vs. AGBVX - Volatility Comparison
The current volatility for DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) is 0.69%, while American Century Global Bond Fund (AGBVX) has a volatility of 1.38%. This indicates that DFSHX experiences smaller price fluctuations and is considered to be less risky than AGBVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFSHX | AGBVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 1.38% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 0.94% | 1.96% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.17% | 3.13% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.34% | 4.36% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.66% | 3.69% | -1.03% |