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 |
|---|---|---|---|---|---|---|---|---|
| DFIP (Dimensional Inflation-Protected Securities ETF) | 2.20% | 5.70% | 0.17% | NA | NA | NA | NA | -1.79% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIP (Dimensional Inflation-Protected Securities 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 (%) | -0.50 | 5.70 | 0.17 | NA | NA | NA | NA | -1.79 | 2.20 | 1.72 | 4.07 | -12.39 | -0.05 |
| Sharpe Ratio | NA | -26.35 | -59.54 | NA | NA | NA | NA | -73.77 | 52.18 | -95.23 | -2.50 | -138.84 | -8.33 |
| Standard Deviation(%) | NA | 4.82 | 7.40 | NA | NA | NA | NA | 7.56 | 5.67 | 5.11 | 7.56 | 9.96 | 5.08 |
| Draw Down(%) | NA | 4.15 | 10.25 | NA | NA | NA | NA | 14.96 | 3.02 | 4.05 | 6.74 | 14.96 | 1.72 |
| Yield(%) | 0.00 | 3.68 | 3.72 | 2.30 | 1.15 | 0.77 | 0.58 | 3.84 | 0.00 | 3.62 | 3.68 | 4.97 | 0.56 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIP (Dimensional Inflation-Protected Securities ETF) |
-2.48%
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 |
|---|---|---|---|---|
| DFIP (Dimensional Inflation-Protected Securities ETF) |
-0.09%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart