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 |
|---|---|---|---|---|---|---|---|---|
| DISV (Dimensional International Small Cap Value ETF) | 14.49% | 14.90% | 12.10% | NA | NA | NA | NA | 9.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DISV (Dimensional International Small Cap Value ETF) | 03/24/2022 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 03/24/2022.
AR inception is since 03/24/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 14.90 | 12.10 | NA | NA | NA | NA | 9.36 | 14.49 | 5.85 | 19.54 | -9.72 |
| Sharpe Ratio | NA | 0.47 | 0.42 | NA | NA | NA | NA | 0.26 | 2.00 | -0.05 | 1.05 | -0.59 |
| Standard Deviation(%) | NA | 18.34 | 18.33 | NA | NA | NA | NA | 18.35 | 23.55 | 14.33 | 14.72 | 23.89 |
| Draw Down(%) | NA | 14.22 | 24.10 | NA | NA | NA | NA | 26.77 | 14.22 | 9.74 | 10.16 | 26.77 |
| Yield(%) | 0.00 | 2.67 | 2.47 | 1.38 | 0.69 | 0.46 | 0.34 | 2.29 | 0.00 | 2.88 | 3.14 | 1.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISV (Dimensional International Small Cap Value ETF) |
11.62%
Apr 2022 - Apr 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 |
|---|---|---|---|---|
| DISV (Dimensional International Small Cap Value ETF) |
11.62%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart