Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFAU (Dimensional US Core Equity Market ETF) | 5.89% | 13.27% | 17.65% | NA | NA | NA | NA | 16.26% |
Data as of 07/07/2025, AR inception is 11/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAU (Dimensional US Core Equity Market ETF) | 11/20/2020 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 13.27 | 17.65 | NA | NA | NA | NA | 16.26 | 5.89 | 23.17 | 24.77 | -17.02 | 26.89 | 6.60 |
| Sharpe Ratio | NA | 0.57 | 0.89 | NA | NA | NA | NA | 0.68 | 0.44 | 1.52 | 1.59 | -0.77 | 2.00 | 8.50 |
| Standard Deviation(%) | NA | 20.03 | 17.37 | NA | NA | NA | NA | 17.49 | 24.25 | 12.84 | 13.42 | 24.11 | 13.41 | 9.59 |
| Draw Down(%) | NA | 19.36 | 19.36 | NA | NA | NA | NA | 23.63 | 19.36 | 8.53 | 10.76 | 23.63 | 4.98 | 1.37 |
| Yield(%) | 0.00 | 1.23 | 1.59 | 1.48 | 0.74 | 0.49 | 0.37 | 1.84 | 0.51 | 1.35 | 1.60 | 1.14 | 1.27 | 0.13 |
Data as of 07/07/2025, AR inception is 11/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAU (Dimensional US Core Equity Market ETF) |
7.14%
Apr 2021 - Apr 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 |
|---|---|---|---|---|
| DFAU (Dimensional US Core Equity Market ETF) |
18.52%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart