Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) | 14.00% | 29.38% | 16.22% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAS (Dimensional U.S. Small Cap ETF) | 06/15/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 29.38 | 16.22 | NA | NA | NA | NA | … | … | 14.00 | 8.17 | 10.21 | 17.82 | -13.84 | 5.16 |
| Sharpe Ratio | NA | 1.56 | 0.67 | NA | NA | NA | NA | … | … | 1.87 | 0.24 | 0.35 | 0.76 | -0.60 | 0.50 |
| Standard Deviation(%) | NA | 16.75 | 19.57 | NA | NA | NA | NA | … | … | 17.29 | 21.84 | 18.84 | 18.84 | 25.57 | 19.03 |
| Draw Down(%) | NA | 9.36 | 26.13 | NA | NA | NA | NA | … | … | 9.36 | 23.13 | 9.31 | 15.08 | 23.19 | 9.03 |
| Yield(%) | 0.00 | 1.17 | 1.25 | 1.53 | 0.77 | 0.51 | 0.38 | … | … | 0.23 | 1.06 | 1.02 | 1.16 | 0.87 | 3.29 |
Data as of 06/04/2026, Common starting date is 06/15/2021
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) |
3.23%
Mar 2022 – Mar 2025 |
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) |
17.17%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart