Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFAX (Dimensional World ex U.S. Core Equity 2 ETF) | 12.05% | 29.47% | 19.49% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFAX (Dimensional World ex U.S. Core Equity 2 ETF) | 09/13/2021 | 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 (%) | -3.73 | 29.47 | 19.49 | NA | NA | NA | NA | … | … | 12.05 | 35.42 | 4.78 | 16.66 | -14.48 | -2.68 |
| Sharpe Ratio | NA | 1.72 | 1.11 | NA | NA | NA | NA | … | … | 1.26 | 2.16 | 0.09 | 1.00 | -0.77 | -0.65 |
| Standard Deviation(%) | NA | 15.37 | 14.77 | NA | NA | NA | NA | … | … | 20.17 | 15.16 | 12.61 | 13.11 | 20.83 | 13.12 |
| Draw Down(%) | NA | 11.11 | 13.89 | NA | NA | NA | NA | … | … | 11.11 | 13.89 | 8.27 | 11.14 | 27.85 | 6.89 |
| Yield(%) | 0.00 | 2.87 | 3.32 | 2.54 | 1.27 | 0.85 | 0.64 | … | … | 0.17 | 3.41 | 3.06 | 3.38 | 2.71 | 1.34 |
Data as of 06/09/2026, Common starting date is 09/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFAX (Dimensional World ex U.S. Core Equity 2 ETF) |
1.49%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| DFAX (Dimensional World ex U.S. Core Equity 2 ETF) |
22.23%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart