Performance Comparison
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