Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFGR (Dimensional Global Real Estate ETF) | 10.26% | 12.31% | 9.74% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFGR (Dimensional Global Real Estate ETF) | 12/07/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.15 | 12.31 | 9.74 | NA | NA | NA | NA | … | … | 10.26 | 7.65 | 1.89 | 9.64 | -1.24 |
| Sharpe Ratio | NA | 0.78 | 0.43 | NA | NA | NA | NA | … | … | 1.56 | 0.32 | -0.12 | 0.34 | -1.16 |
| Standard Deviation(%) | NA | 11.97 | 15.07 | NA | NA | NA | NA | … | … | 13.32 | 14.84 | 14.44 | 17.56 | 18.07 |
| Draw Down(%) | NA | 9.17 | 17.57 | NA | NA | NA | NA | … | … | 9.17 | 12.40 | 12.41 | 21.28 | 5.27 |
| Yield(%) | 0.00 | 4.16 | 3.78 | 2.40 | 1.20 | 0.80 | 0.60 | … | … | 0.38 | 4.21 | 3.65 | 2.94 | 0.58 |
Data as of 06/09/2026, Common starting date is 12/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGR (Dimensional Global Real Estate ETF) |
4.21%
Jan 2023 – Jan 2026 |
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 |
|---|---|---|---|---|
| DFGR (Dimensional Global Real Estate ETF) |
10.41%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart