Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DFIP (Dimensional Inflation-Protected Securities ETF) 1.52% 4.68% 4.11% NA NA NA NA
Data as of 06/04/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
Name Start Date End Date
DFIP (Dimensional Inflation-Protected Securities ETF) 11/16/2021 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 (%) -0.19 4.68 4.11 NA NA NA NA 1.52 7.54 1.72 4.07 -12.39 -0.05
Sharpe Ratio NA 0.76 0.21 NA NA NA NA 0.52 1.05 -0.37 0.05 -1.39 -0.08
Standard Deviation(%) NA 3.47 5.16 NA NA NA NA 3.46 4.44 5.11 7.56 9.96 5.08
Draw Down(%) NA 2.06 4.81 NA NA NA NA 2.06 3.02 4.05 6.74 14.96 1.72
Yield(%) 0.00 3.91 3.86 3.22 1.61 1.07 0.81 0.82 4.83 3.62 3.68 4.97 0.56
Data as of 06/04/2026, Common starting date is 11/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFIP (Dimensional Inflation-Protected Securities ETF) -2.48%
Dec 2021 – Dec 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
DFIP (Dimensional Inflation-Protected Securities ETF) 5.23%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return