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DFSD: Dimensional Short-Duration Fixed Income ETF (ETF)
Basic Info 48 0.03(0.06%) July 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 11/16/2021 |
| Last Dividend Date: | 06/24/2025 |
| 12-Mo. Yield | 4.43% |
| 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(%) | 0.2 | 3.8 | 6.7 | 4.9 | 2.3 | 4.6 | 6.1 | -5.9 | -0.0 |
| Sharpe Ratio | NA | 1.83 | 1.57 | 0.51 | -0.19 | 0.58 | 0.95 | -1.74 | -0.13 |
| Draw Down(%) | NA | 1.3 | 1.3 | 4.3 | 8.4 | 0.7 | 1.3 | 8.3 | 0.4 |
| Standard Deviation(%) | NA | 2.7 | 2.2 | 2.7 | 3.0 | 1.7 | 2.6 | 4.2 | 1.8 |
| Treynor Ratio | NA | 1.75 | 1.39 | 0.31 | -0.13 | 0.34 | 3.45 | -1.09 | 0.05 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 |
| Beta | NA | 0.03 | 0.03 | 0.05 | 0.04 | 0.03 | 0.01 | 0.07 | -0.05 |
| RSquared | NA | 0.07 | 0.05 | 0.09 | 0.07 | 0.05 | 0.0 | 0.16 | 0.22 |
| Yield(%) | N/A | 1.4 | 4.4 | 3.8 | N/A | 4.8 | 4.0 | 2.0 | 0.1 |
| Dividend Growth(%) | N/A | -70.5 | 3.5 | 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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