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 |
|---|---|---|---|---|---|---|---|---|
| DFLV (Dimensional US Large Cap Value ETF) | -5.23% | 0.64% | NA | NA | NA | NA | NA | 9.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFLV (Dimensional US Large Cap Value ETF) | 12/07/2022 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 12/07/2022.
AR inception is since 12/07/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.80 | 0.64 | NA | NA | NA | NA | NA | 9.24 | -5.23 | 12.88 | 12.30 | -0.68 |
| Sharpe Ratio | NA | -48.97 | NA | NA | NA | NA | NA | 16.92 | -87.10 | 52.13 | 56.76 | -79.29 |
| Standard Deviation(%) | NA | 17.13 | NA | NA | NA | NA | NA | 15.18 | 25.22 | 12.07 | 14.30 | 16.51 |
| Draw Down(%) | NA | 17.14 | NA | NA | NA | NA | NA | 17.14 | 15.33 | 8.80 | 11.30 | 4.25 |
| Yield(%) | 0.00 | 1.40 | 1.33 | 0.80 | 0.40 | 0.27 | 0.20 | 2.00 | 0.00 | 1.82 | 1.90 | 0.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFLV (Dimensional US Large Cap Value 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 |
|---|---|---|---|---|
| DFLV (Dimensional US Large Cap Value ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart