Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DFSD (Dimensional Short-Duration Fixed Income ETF) 0.56% 4.28% 5.36% NA NA NA NA
Data as of 06/09/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
Name Start Date End Date
DFSD (Dimensional Short-Duration Fixed Income ETF) 11/16/2021 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 (%) -0.19 4.28 5.36 NA NA NA NA 0.56 6.59 4.60 6.09 -5.87 -0.02
Sharpe Ratio NA 0.78 0.97 NA NA NA NA -0.64 1.66 0.58 0.95 -1.74 -0.13
Standard Deviation(%) NA 1.90 2.08 NA NA NA NA 2.18 2.24 1.68 2.59 4.22 1.84
Draw Down(%) NA 1.47 1.47 NA NA NA NA 1.47 1.34 0.67 1.28 8.31 0.40
Yield(%) 0.00 3.99 4.35 3.01 1.50 1.00 0.75 0.91 4.21 4.79 3.97 1.95 0.11
Data as of 06/09/2026, Common starting date is 11/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFSD (Dimensional Short-Duration Fixed Income ETF) 1.46%
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
DFSD (Dimensional Short-Duration Fixed Income ETF) 6.05%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return