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 |
|---|---|---|---|---|---|---|---|---|
| DFCF (Dimensional Core Fixed Income ETF) | 0.63% | 5.14% | 1.43% | NA | NA | NA | NA | -2.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFCF (Dimensional Core Fixed Income ETF) | 11/16/2021 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 11/16/2021.
AR inception is since 11/16/2021.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 5.14 | 1.43 | NA | NA | NA | NA | -2.06 | 0.63 | 1.86 | 6.95 | -14.48 | 0.23 |
| Sharpe Ratio | NA | -51.07 | -47.41 | NA | NA | NA | NA | -83.94 | -66.36 | -92.86 | 37.18 | -181.14 | 47.22 |
| Standard Deviation(%) | NA | 5.31 | 7.10 | NA | NA | NA | NA | 7.06 | 6.13 | 5.10 | 7.31 | 8.79 | 3.88 |
| Draw Down(%) | NA | 4.53 | 11.12 | NA | NA | NA | NA | 19.56 | 2.90 | 3.66 | 6.08 | 19.15 | 0.94 |
| Yield(%) | 0.00 | 3.96 | 3.75 | 2.10 | 1.05 | 0.70 | 0.53 | 3.50 | 0.00 | 4.50 | 4.59 | 2.73 | 0.16 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCF (Dimensional Core Fixed Income ETF) |
-2.34%
Dec 2021 - Dec 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 |
|---|---|---|---|---|
| DFCF (Dimensional Core Fixed Income ETF) |
0.75%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart