Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFSE (Dimensional Emerging Markets Sustainability Core 1 ETF) | 15.98% | 15.94% | NA | NA | NA | NA | NA | 25.95% |
Data as of 06/30/2025, AR inception is 11/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSE (Dimensional Emerging Markets Sustainability Core 1 ETF) | 11/02/2022 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.05 | 15.94 | NA | NA | NA | NA | NA | 25.95 | 15.98 | 6.91 | 14.63 | 11.62 |
| Sharpe Ratio | NA | 0.66 | NA | NA | NA | NA | NA | 0.91 | 1.56 | 0.20 | 0.74 | 4.60 |
| Standard Deviation(%) | NA | 20.08 | NA | NA | NA | NA | NA | 17.09 | 20.76 | 16.39 | 15.01 | 21.02 |
| Draw Down(%) | NA | 19.77 | NA | NA | NA | NA | NA | 19.77 | 14.98 | 10.99 | 11.94 | 3.29 |
| Yield(%) | 0.74 | 2.39 | 2.34 | 1.41 | 0.70 | 0.47 | 0.35 | 3.52 | 1.05 | 2.18 | 2.30 | 0.40 |
Data as of 06/30/2025, AR inception is 11/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSE (Dimensional Emerging Markets Sustainability Core 1 ETF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| DFSE (Dimensional Emerging Markets Sustainability Core 1 ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart