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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DFSD (Dimensional Short-Duration Fixed Income ETF) 3.64% 5.72% 4.44% NA NA NA NA 2.67%
Data as of 07/25/2025, AR inception is 11/16/2021
More Performance Analytics Comparison
Name Start Date End Date
DFSD (Dimensional Short-Duration Fixed Income ETF) 11/16/2021 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021
Annualized Return (%) -0.21 5.72 4.44 NA NA NA NA 2.67 3.64 4.60 6.09 -5.87 -0.02
Sharpe Ratio NA 1.12 0.41 NA NA NA NA -0.22 1.34 0.58 0.95 -1.74 -0.13
Standard Deviation(%) NA 2.27 2.64 NA NA NA NA 2.94 2.63 1.68 2.59 4.22 1.84
Draw Down(%) NA 1.34 4.33 NA NA NA NA 8.45 1.34 0.67 1.28 8.31 0.40
Yield(%) 0.00 3.99 3.76 2.31 1.15 0.77 0.58 3.84 1.42 4.79 3.97 1.95 0.11
Data as of 07/25/2025, AR inception is 11/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFSD (Dimensional Short-Duration Fixed Income ETF) 1.46%
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
DFSD (Dimensional Short-Duration Fixed Income ETF) 4.73%
Jun 2022 - Jun 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart