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 |
|---|---|---|---|---|---|---|---|---|
| DFSV (Dimensional US Small Cap Value ETF) | -10.88% | -3.69% | 5.28% | NA | NA | NA | NA | 4.63% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSV (Dimensional US Small Cap Value ETF) | 02/24/2022 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 02/24/2022.
AR inception is since 02/24/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.28 | -3.69 | 5.28 | NA | NA | NA | NA | 4.63 | -10.88 | 7.13 | 19.25 | 0.60 |
| Sharpe Ratio | NA | -0.51 | -0.04 | NA | NA | NA | NA | -0.03 | -1.28 | 0.03 | 0.71 | -0.03 |
| Standard Deviation(%) | NA | 24.65 | 23.51 | NA | NA | NA | NA | 23.47 | 31.56 | 19.92 | 21.27 | 26.27 |
| Draw Down(%) | NA | 28.22 | 28.22 | NA | NA | NA | NA | 28.22 | 24.58 | 9.94 | 17.96 | 17.62 |
| Yield(%) | 0.00 | 1.21 | 1.37 | 0.81 | 0.40 | 0.27 | 0.20 | 1.35 | 0.00 | 1.40 | 1.52 | 0.90 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSV (Dimensional US Small Cap Value ETF) |
4.26%
Mar 2022 - Mar 2025 |
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 |
|---|---|---|---|---|
| DFSV (Dimensional US Small Cap Value ETF) |
4.37%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart