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DFIP: Dimensional Inflation-Protected Securities ETF (ETF)
Basic Info 41.76 0.02(0.05%) July 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 11/16/2021 |
| Last Dividend Date: | 06/24/2025 |
| 12-Mo. Yield | 3.85% |
| Expenses | - |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Since 11/16/2021 |
2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 5.3 | 6.6 | 2.6 | -0.7 | 1.7 | 4.1 | -12.4 | -0.0 |
| Sharpe Ratio | NA | 1.55 | 0.64 | -0.1 | -0.47 | -0.37 | 0.05 | -1.39 | -0.08 |
| Draw Down(%) | NA | 3.0 | 4.1 | 10.3 | 15.0 | 4.1 | 6.7 | 15.0 | 1.7 |
| Standard Deviation(%) | NA | 5.3 | 4.9 | 7.0 | 7.4 | 5.1 | 7.6 | 10.0 | 5.1 |
| Treynor Ratio | NA | 10.78 | 1.79 | -0.08 | -0.47 | -0.25 | 0.08 | -1.22 | -0.14 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.05 | 0.0 |
| Beta | NA | 0.01 | 0.02 | 0.09 | 0.07 | 0.07 | 0.05 | 0.11 | 0.03 |
| RSquared | NA | 0.0 | 0.01 | 0.05 | 0.04 | 0.04 | 0.01 | 0.08 | 0.01 |
| Yield(%) | N/A | 2.1 | 3.9 | 4.0 | N/A | 3.6 | 3.7 | 5.0 | 0.6 |
| Dividend Growth(%) | N/A | -43.5 | -3.7 | N/A | N/A | -1.6 | -38.2 | 777.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2021
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