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 |
|---|---|---|---|---|---|---|---|---|
| DFIS (Dimensional International Small Cap ETF) | 5.17% | 8.14% | 4.21% | NA | NA | NA | NA | 3.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIS (Dimensional International Small Cap ETF) | 03/24/2022 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 03/24/2022.
AR inception is since 03/24/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.77 | 8.14 | 4.21 | NA | NA | NA | NA | 3.06 | 5.17 | 3.77 | 15.20 | -12.95 |
| Sharpe Ratio | NA | -13.21 | -4.19 | NA | NA | NA | NA | -10.10 | 38.15 | -20.71 | 76.98 | -74.03 |
| Standard Deviation(%) | NA | 17.76 | 18.34 | NA | NA | NA | NA | 18.34 | 24.79 | 13.61 | 14.35 | 24.62 |
| Draw Down(%) | NA | 13.66 | 25.13 | NA | NA | NA | NA | 27.23 | 13.66 | 9.54 | 13.49 | 27.23 |
| Yield(%) | 0.00 | 2.15 | 1.86 | 1.08 | 0.54 | 0.36 | 0.27 | 1.80 | 0.00 | 2.25 | 2.63 | 0.98 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIS (Dimensional International Small Cap ETF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| DFIS (Dimensional International Small Cap ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart