Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/11/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr Ar | 15Yr Ar | 20Yr Ar |
|---|---|---|---|---|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) | 17.78% | 25.73% | 7.50% | NA | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) | 06/15/2021 | 12/11/2024 |
The return data shown below all have the same latest date: 12/11/2024.
AR inception is since 06/15/2021.
AR inception is since 06/15/2021.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 25.73 | 7.50 | NA | NA | NA | NA | 7.93 | 17.78 | 17.82 | -13.84 | 5.16 |
| Sharpe Ratio | NA | 114.10 | 15.27 | NA | NA | NA | NA | 16.28 | 66.09 | 72.69 | -59.74 | 50.07 |
| Standard Deviation(%) | NA | 18.96 | 21.31 | NA | NA | NA | NA | 20.99 | 18.81 | 18.84 | 25.57 | 19.03 |
| Draw Down(%) | NA | 9.31 | 23.19 | NA | NA | NA | NA | 24.77 | 9.31 | 15.08 | 23.19 | 9.03 |
| Yield(%) | 0.00 | 1.06 | 1.84 | 1.18 | 0.59 | 0.39 | 0.30 | 1.97 | 0.72 | 1.16 | 0.88 | 3.29 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) |
3.94%
Oct 2021 - Oct 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 |
|---|---|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) |
8.33%
Nov 2021 - Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart