Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFAC (Dimensional U.S. Core Equity 2 ETF) | -9.42% | 3.47% | 6.57% | NA | NA | NA | NA | 7.16% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAC (Dimensional U.S. Core Equity 2 ETF) | 06/14/2021 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 06/14/2021.
AR inception is since 06/14/2021.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.59 | 3.47 | 6.57 | NA | NA | NA | NA | 7.16 | -9.42 | 19.61 | 21.97 | -14.94 | 9.50 |
| Sharpe Ratio | NA | -33.35 | 10.75 | NA | NA | NA | NA | 11.07 | -121.42 | 100.27 | 128.01 | -68.81 | 128.92 |
| Standard Deviation(%) | NA | 18.87 | 18.59 | NA | NA | NA | NA | 18.12 | 28.49 | 12.98 | 13.97 | 23.81 | 13.74 |
| Draw Down(%) | NA | 20.21 | 20.21 | NA | NA | NA | NA | 23.11 | 19.34 | 8.27 | 11.40 | 23.11 | 5.54 |
| Yield(%) | 0.00 | 0.95 | 1.25 | 0.99 | 0.50 | 0.33 | 0.25 | 1.66 | 0.00 | 1.22 | 1.45 | 1.25 | 0.96 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAC (Dimensional U.S. Core Equity 2 ETF) |
7.45%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAC (Dimensional U.S. Core Equity 2 ETF) |
10.93%
Nov 2021 - Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart