Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFAT (Dimensional U.S. Targeted Value ETF) | 14.80% | 30.22% | 16.08% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAT (Dimensional U.S. Targeted Value ETF) | 06/15/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 30.22 | 16.08 | NA | NA | NA | NA | … | … | 14.80 | 8.73 | 7.80 | 20.87 | -6.25 | 4.48 |
| Sharpe Ratio | NA | 1.69 | 0.69 | NA | NA | NA | NA | … | … | 1.93 | 0.26 | 0.21 | 0.85 | -0.30 | 0.40 |
| Standard Deviation(%) | NA | 16.72 | 19.94 | NA | NA | NA | NA | … | … | 15.95 | 22.48 | 19.47 | 20.49 | 25.55 | 20.65 |
| Draw Down(%) | NA | 9.55 | 26.12 | NA | NA | NA | NA | … | … | 9.55 | 22.66 | 9.76 | 16.45 | 19.38 | 9.28 |
| Yield(%) | 0.00 | 1.83 | 1.78 | 1.60 | 0.80 | 0.53 | 0.40 | … | … | 0.35 | 1.66 | 1.40 | 1.60 | 1.23 | 1.16 |
Data as of 06/09/2026, Common starting date is 06/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAT (Dimensional U.S. Targeted Value ETF) |
4.89%
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 |
|---|---|---|---|---|
| DFAT (Dimensional U.S. Targeted Value ETF) |
18.54%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart