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 |
|---|---|---|---|---|---|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) | -14.44% | -3.76% | 1.68% | NA | NA | NA | NA | 0.22% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) | 06/15/2021 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 06/15/2021.
AR inception is since 06/15/2021.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.44 | -3.76 | 1.68 | NA | NA | NA | NA | 0.22 | -14.44 | 10.21 | 17.82 | -13.84 | 5.16 |
| Sharpe Ratio | NA | -59.18 | -11.53 | NA | NA | NA | NA | -15.83 | -157.28 | 19.20 | 72.69 | -59.74 | 50.07 |
| Standard Deviation(%) | NA | 22.85 | 22.11 | NA | NA | NA | NA | 21.77 | 30.30 | 18.84 | 18.84 | 25.57 | 19.03 |
| Draw Down(%) | NA | 26.29 | 26.29 | NA | NA | NA | NA | 26.29 | 23.30 | 9.31 | 15.08 | 23.19 | 9.03 |
| Yield(%) | 0.00 | 0.87 | 1.01 | 1.24 | 0.62 | 0.41 | 0.31 | 2.07 | 0.00 | 1.02 | 1.16 | 0.87 | 3.29 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) |
3.16%
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 |
|---|---|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) |
8.33%
Nov 2021 - Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart