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.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Dimensional Fund Advisors
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DFA U.S. Sustainability Targeted Value Portfolio | Small Cap Value Equities | Oct 5, 2020 | 0.36% | 3.17% | — | 1.77% | ||||||||
| DFA Global Core Plus Real Return Portfolio | Inflation-Protected Bonds | May 5, 2021 | 0.29% | 1.28% | — | 3.91% | ||||||||
| Dimensional 2010 Target Date Retirement Income Fun... | Target Retirement Date | Nov 1, 2015 | 0.18% | 2.52% | — | 3.14% | ||||||||
| Dimensional 2015 Target Date Retirement Income Fun... | Target Retirement Date | Nov 1, 2015 | 0.17% | 2.35% | — | 4.09% | ||||||||
| DFA Selective State Municipal Bond Portfolio | Municipal Bonds | Sep 29, 2020 | 0.23% | 0.13% | — | 1.89% | ||||||||
| Dimensional Retirement Income Fund | Target Retirement Date | Nov 1, 2015 | 0.06% | 2.79% | — | 3.13% |
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