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 |
|---|---|---|---|---|---|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) | -5.86% | 0.38% | NA | NA | NA | NA | NA | 9.84% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) | 05/09/2022 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 05/09/2022.
AR inception is since 05/09/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.85 | 0.38 | NA | NA | NA | NA | NA | 9.84 | -5.86 | 11.79 | 13.27 | 1.22 |
| Sharpe Ratio | NA | -50.46 | NA | NA | NA | NA | NA | 11.36 | -93.15 | 40.07 | 62.98 | -0.42 |
| Standard Deviation(%) | NA | 17.96 | NA | NA | NA | NA | NA | 17.49 | 26.13 | 12.97 | 14.44 | 22.67 |
| Draw Down(%) | NA | 17.60 | NA | NA | NA | NA | NA | 17.60 | 15.81 | 8.57 | 11.54 | 15.35 |
| Yield(%) | 0.00 | 1.79 | 1.92 | 1.15 | 0.57 | 0.38 | 0.29 | 2.87 | 0.41 | 1.80 | 1.92 | 1.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFUV (Dimensional US Marketwide 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 |
|---|---|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart