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 |
|---|---|---|---|---|---|---|---|---|
| DFSD (Dimensional Short-Duration Fixed Income ETF) | 1.09% | 5.42% | 3.47% | NA | NA | NA | NA | 1.82% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSD (Dimensional Short-Duration 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 (%) | 0.38 | 5.42 | 3.47 | NA | NA | NA | NA | 1.82 | 1.09 | 4.60 | 6.09 | -5.87 | -0.02 |
| Sharpe Ratio | NA | -83.69 | -35.26 | NA | NA | NA | NA | -80.45 | -44.26 | -118.65 | 71.57 | -172.69 | -12.44 |
| Standard Deviation(%) | NA | 2.06 | 2.96 | NA | NA | NA | NA | 2.99 | 2.98 | 1.68 | 2.59 | 4.22 | 1.84 |
| Draw Down(%) | NA | 1.34 | 4.33 | NA | NA | NA | NA | 8.45 | 1.34 | 0.67 | 1.28 | 8.31 | 0.40 |
| Yield(%) | 0.00 | 4.16 | 3.47 | 2.04 | 1.02 | 0.68 | 0.51 | 3.40 | 0.00 | 4.79 | 3.97 | 1.95 | 0.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSD (Dimensional Short-Duration Fixed Income ETF) |
1.46%
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 |
|---|---|---|---|---|
| DFSD (Dimensional Short-Duration Fixed Income ETF) |
3.32%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart