Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFIP (Dimensional Inflation-Protected Securities ETF) | 4.46% | 7.69% | 1.38% | NA | NA | NA | NA | -1.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIP (Dimensional Inflation-Protected Securities ETF) | 11/16/2021 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 11/16/2021.
AR inception is since 11/16/2021.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 7.69 | 1.38 | NA | NA | NA | NA | -1.07 | 4.46 | 1.72 | 4.07 | -12.39 | -0.05 |
| Sharpe Ratio | NA | 0.27 | -0.41 | NA | NA | NA | NA | -0.63 | 1.89 | -0.95 | -0.02 | -1.39 | -0.08 |
| Standard Deviation(%) | NA | 4.97 | 7.36 | NA | NA | NA | NA | 7.55 | 5.85 | 5.11 | 7.56 | 9.96 | 5.08 |
| Draw Down(%) | NA | 4.15 | 10.25 | NA | NA | NA | NA | 14.96 | 3.02 | 4.05 | 6.74 | 14.96 | 1.72 |
| Yield(%) | 0.00 | 4.30 | 3.96 | 2.47 | 1.23 | 0.82 | 0.62 | 4.11 | 1.02 | 3.62 | 3.68 | 4.97 | 0.56 |
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) |
1.19%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart