Dimensional Fund Advisors Mutual Funds List
Here you can find all mutual funds issued by Dimensional Fund Advisors and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Dimensional Fund Advisors
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dimensional Financial Leaders Fund | Large Cap Value Equities | May 23, 2013 | 0.01% | -0.39% | 6.16% | 7.32% | 20 | ||||||||
| Dimensional High Yield Fund | High Yield Bonds | Jan 1, 2013 | 0.04% | -1.83% | 6.31% | 8.75% | 7 | ||||||||
| Dimensional High Yield Equity Fund | Dividend | Jan 1, 2013 | 0.04% | -3.22% | 7.85% | 9.84% | 2 | ||||||||
| Dimensional International Core Equity Fund | International Equity | Jan 1, 2013 | 0.01% | -5.70% | 7.67% | 8.54% | 10 | ||||||||
| Dimensional Managed Account Fund | Diversified Portfolio | Mar 16, 2012 | 0.03% | -4.80% | — | 13.52% | 20 | ||||||||
| Dimensional Multi-Blend Fund | Large Cap Blend Equities | Jan 1, 2013 | 0.03% | -1.89% | 2.53% | 4.39% | 11 | ||||||||
| Dimensional Multi-Asset Fund | Global Allocation | Dec 11, 2009 | 0.04% | 0.42% | 4.48% | 14.14% | 9 | ||||||||
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | Jan 1, 2013 | 0.03% | -1.73% | 1.36% | 4.54% | 19 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years