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 |
|---|---|---|---|---|---|---|---|---|
| DFAR (Dimensional US Real Estate ETF) | -3.31% | 10.92% | -3.65% | NA | NA | NA | NA | -1.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAR (Dimensional US Real Estate ETF) | 02/24/2022 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 02/24/2022.
AR inception is since 02/24/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.19 | 10.92 | -3.65 | NA | NA | NA | NA | -1.06 | -3.31 | 5.24 | 11.04 | -14.30 |
| Sharpe Ratio | NA | -2.40 | -41.63 | NA | NA | NA | NA | -28.06 | -88.23 | -8.42 | 34.27 | -71.72 |
| Standard Deviation(%) | NA | 17.72 | 20.85 | NA | NA | NA | NA | 20.80 | 23.46 | 16.00 | 19.98 | 25.40 |
| Draw Down(%) | NA | 17.71 | 32.27 | NA | NA | NA | NA | 32.27 | 14.40 | 11.01 | 21.33 | 30.78 |
| Yield(%) | 0.00 | 3.11 | 2.11 | 1.38 | 0.69 | 0.46 | 0.34 | 2.30 | 0.00 | 2.93 | 3.30 | 1.43 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAR (Dimensional US Real Estate ETF) |
-1.81%
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 |
|---|---|---|---|---|
| DFAR (Dimensional US Real Estate ETF) |
-1.81%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart