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 |
|---|---|---|---|---|---|---|---|---|
| DFAU (Dimensional US Core Equity Market ETF) | -9.16% | 5.70% | 7.59% | NA | NA | NA | NA | 11.73% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAU (Dimensional US Core Equity Market ETF) | 11/20/2020 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 11/20/2020.
AR inception is since 11/20/2020.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.05 | 5.70 | 7.59 | NA | NA | NA | NA | 11.73 | -9.16 | 23.17 | 24.77 | -17.02 | 26.89 | 6.00 |
| Sharpe Ratio | NA | -21.85 | 16.06 | NA | NA | NA | NA | 42.97 | -116.43 | 129.13 | 154.26 | -76.58 | 200.29 | 764.18 |
| Standard Deviation(%) | NA | 19.06 | 18.65 | NA | NA | NA | NA | 17.55 | 29.12 | 12.84 | 13.42 | 24.11 | 13.41 | 9.44 |
| Draw Down(%) | NA | 19.55 | 19.55 | NA | NA | NA | NA | 23.63 | 19.55 | 8.53 | 10.76 | 23.63 | 4.98 | 1.37 |
| Yield(%) | 0.00 | 1.05 | 1.29 | 1.30 | 0.65 | 0.43 | 0.33 | 1.63 | 0.00 | 1.35 | 1.60 | 1.14 | 1.27 | 0.13 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAU (Dimensional US Core Equity Market ETF) |
7.14%
Apr 2021 - Apr 2024 |
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 |
|---|---|---|---|---|
| DFAU (Dimensional US Core Equity Market ETF) |
11.56%
Feb 2022 - Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart