Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) | 15.32% | 33.75% | 19.30% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) | 05/09/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 33.75 | 19.30 | NA | NA | NA | NA | … | … | 15.32 | 15.77 | 11.79 | 13.27 | 1.22 |
| Sharpe Ratio | NA | 2.68 | 1.14 | NA | NA | NA | NA | … | … | 3.23 | 0.74 | 0.63 | 0.67 | -0.01 |
| Standard Deviation(%) | NA | 11.78 | 14.51 | NA | NA | NA | NA | … | … | 12.40 | 17.38 | 12.97 | 14.44 | 22.67 |
| Draw Down(%) | NA | 6.00 | 17.60 | NA | NA | NA | NA | … | … | 6.00 | 15.81 | 8.57 | 11.54 | 15.35 |
| Yield(%) | 0.00 | 1.80 | 2.07 | 1.59 | 0.79 | 0.53 | 0.40 | … | … | 0.37 | 1.77 | 1.80 | 1.92 | 1.34 |
Data as of 06/05/2026, Common starting date is 05/09/2022
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) |
10.29%
Jul 2022 – Jul 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 |
|---|---|---|---|---|
| DFUV (Dimensional US Marketwide Value ETF) |
20.44%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart