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 |
|---|---|---|---|---|---|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) | -1.76% | 4.51% | NA | NA | NA | NA | NA | 12.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) | 05/09/2022 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 05/09/2022.
AR inception is since 05/09/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | 4.51 | NA | NA | NA | NA | NA | 12.21 | -1.76 | 11.79 | 13.27 | 1.22 |
| Sharpe Ratio | NA | -0.10 | NA | NA | NA | NA | NA | 0.21 | -0.33 | 0.40 | 0.63 | 0.00 |
| Standard Deviation(%) | NA | 18.20 | NA | NA | NA | NA | NA | 17.49 | 24.95 | 12.97 | 14.44 | 22.67 |
| Draw Down(%) | NA | 17.60 | NA | NA | NA | NA | NA | 17.60 | 15.81 | 8.57 | 11.54 | 15.35 |
| Yield(%) | 0.00 | 1.78 | 1.92 | 1.15 | 0.57 | 0.38 | 0.29 | 2.87 | 0.41 | 1.80 | 1.92 | 1.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFUV (Dimensional US Marketwide Value 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 |
|---|---|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart