DMA vs. BERIX
DMA (Dimensional Managed Account Fund) and BERIX (Chartwell Income Fund) are both Diversified Portfolio funds. Over the past 3 years, DMA returned 22.10%/yr vs 9.00%/yr for BERIX. At a 0.22 correlation, their price movements are largely independent. DMA charges 0.03%/yr vs 0.64%/yr for BERIX.
Performance
DMA vs. BERIX - Performance Comparison
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Returns By Period
In the year-to-date period, DMA achieves a -10.88% return, which is significantly lower than BERIX's 2.36% return.
DMA
- 1D
- -0.64%
- 1M
- 5.07%
- YTD
- -10.88%
- 6M
- -11.28%
- 1Y
- -1.92%
- 3Y*
- 22.10%
- 5Y*
- —
- 10Y*
- —
BERIX
- 1D
- 0.00%
- 1M
- -1.92%
- YTD
- 2.36%
- 6M
- 2.34%
- 1Y
- 10.06%
- 3Y*
- 9.00%
- 5Y*
- 4.21%
- 10Y*
- 4.82%
DMA vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DMA Dimensional Managed Account Fund | -10.88% | 16.89% | 41.06% | -3.81% | -37.55% |
BERIX Chartwell Income Fund | 2.36% | 13.23% | 7.20% | 7.77% | -9.95% |
Correlation
The correlation between DMA and BERIX is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2022 | 0.22 |
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Return for Risk
DMA vs. BERIX — Risk / Return Rank
DMA
BERIX
DMA vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Managed Account Fund (DMA) and Chartwell Income Fund (BERIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DMA | BERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.39 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 3.03 | -3.14 |
| Martin ratioReturn relative to average drawdown | -0.29 | 11.37 | -11.66 |
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Drawdowns
DMA vs. BERIX - Drawdown Comparison
The maximum DMA drawdown since its inception was -53.24%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for DMA and BERIX.
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Drawdown Indicators
| DMA | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -20.34% | -32.90% |
Max Drawdown (1Y)Largest decline over 1 year | -18.34% | -3.36% | -14.98% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -5.82% | -12.52% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.73% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.34% | — |
Current DrawdownCurrent decline from peak | -12.47% | -3.36% | -9.11% |
Average DrawdownAverage peak-to-trough decline | -25.67% | -2.59% | -23.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.56% | 0.89% | +5.67% |
Volatility
DMA vs. BERIX - Volatility Comparison
Dimensional Managed Account Fund (DMA) has a higher volatility of 8.23% compared to Chartwell Income Fund (BERIX) at 1.58%. This indicates that DMA's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DMA | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.23% | 1.58% | +6.65% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 4.44% | +9.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 5.12% | +10.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.24% | 5.98% | +21.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.24% | 6.03% | +21.21% |
DMA vs. BERIX - Expense Ratio Comparison
DMA has a 0.03% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Dividends
DMA vs. BERIX - Dividend Comparison
DMA's dividend yield for the trailing twelve months is around 16.60%, more than BERIX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 4.15% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
DMA Dimensional Managed Account Fund | 16.60% | 9.42% | 3.83% | 5.22% | 10.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DMA and BERIX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DMA has higher volatility (8.23%) compared to BERIX (1.58%). In terms of maximum drawdown, DMA dropped -53.24% vs BERIX's -20.34%.
BERIX currently has the higher Sharpe Ratio (1.99 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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