Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFSU (Dimensional US Sustainability Core 1 ETF) | 6.14% | 21.30% | 19.50% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSU (Dimensional US Sustainability Core 1 ETF) | 11/02/2022 | 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 (%) | -1.77 | 21.30 | 19.50 | NA | NA | NA | NA | … | … | 6.14 | 15.65 | 22.96 | 26.27 | 0.65 |
| Sharpe Ratio | NA | 1.46 | 1.07 | NA | NA | NA | NA | … | … | 0.79 | 0.67 | 1.44 | 1.60 | 0.04 |
| Standard Deviation(%) | NA | 13.23 | 15.58 | NA | NA | NA | NA | … | … | 14.75 | 19.26 | 13.41 | 14.30 | 25.25 |
| Draw Down(%) | NA | 10.13 | 19.88 | NA | NA | NA | NA | … | … | 10.13 | 19.67 | 8.13 | 11.40 | 7.36 |
| Yield(%) | 0.00 | 1.01 | 1.33 | 0.97 | 0.48 | 0.32 | 0.24 | … | … | 0.22 | 0.98 | 1.17 | 1.30 | 0.21 |
Data as of 06/09/2026, Common starting date is 11/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSU (Dimensional US Sustainability Core 1 ETF) |
16.77%
Mar 2023 – Mar 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 |
|---|---|---|---|---|
| DFSU (Dimensional US Sustainability Core 1 ETF) |
21.58%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart