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DFSD: Dimensional Short-Duration Fixed Income ETF (ETF)
Basic Info 47.27 0.08(0.17%) February 05
Asset Class: | EQUITY |
MyPlanIQ Rating: | (2%) |
Start Date: | 11/16/2021 |
Last Dividend Date: | 12/17/2024 |
12-Mo. Yield | 4.73% |
Expenses | - |
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Performance Analytics (As of 01/31/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Since 11/16/2021 |
2024 | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 0.8 | 5.3 | 2.2 | 1.6 | 4.6 | 6.1 | -5.9 | -0.0 |
Sharpe Ratio | NA | 2.16 | -0.92 | -0.68 | -0.78 | -1.19 | 0.72 | -1.73 | -0.12 |
Draw Down(%) | NA | 0.4 | 0.7 | 7.3 | 8.4 | 0.7 | 1.3 | 8.3 | 0.4 |
Standard Deviation(%) | NA | 2.2 | 1.7 | 3.0 | 3.0 | 1.7 | 2.6 | 4.2 | 1.8 |
Treynor Ratio | NA | 0.94 | -0.52 | -0.4 | -0.5 | -0.68 | 2.61 | -1.08 | 0.05 |
Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 | 0.0 |
Beta | NA | 0.05 | 0.03 | 0.05 | 0.05 | 0.03 | 0.01 | 0.07 | -0.05 |
RSquared | NA | 0.1 | 0.06 | 0.09 | 0.08 | 0.05 | 0.0 | 0.16 | 0.22 |
Yield(%) | N/A | 0.0 | 4.7 | 3.4 | N/A | 4.8 | 4.0 | 2.0 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | 20.5 | N/A | N/A | 23.2 | 87.8 | 1737.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2021
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