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Dimensional Short-Duration Fixed Income ETF (DFSD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Dimensional Short-Duration Fixed Income ETF (DFSD)

ETF · Currency in USD · Last updated May 12, 2025

DFSD is an actively managed ETF by Dimensional. DFSD launched on Nov 15, 2021 and has a 0.16% expense ratio.

ETF Info

ISIN

US25434V8643

Issuer

Dimensional

Inception Date

Nov 15, 2021

Region

Global (Broad)

Category

Short-Term Bond

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Bond

Expense Ratio

DFSD has an expense ratio of 0.16%, which is considered low.

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons:
DFSD vs. SEMH.L DFSD vs. SBND DFSD vs. AVSF DFSD vs. DFCF DFSD vs. DUSB DFSD vs. BSV DFSD vs. VCSH DFSD vs. BND DFSD vs. PIMIX DFSD vs. SUB
Popular comparisons:
DFSD vs. SEMH.L DFSD vs. SBND DFSD vs. AVSF DFSD vs. DFCF DFSD vs. DUSB DFSD vs. BSV DFSD vs. VCSH DFSD vs. BND DFSD vs. PIMIX DFSD vs. SUB

Performance

Performance Chart

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Returns By Period

DFSD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-0.86%

1M

8.72%

6M

-2.74%

1Y

11.65%

5Y*

15.28%

10Y*

10.67%

*Annualized

Monthly Returns

The table below presents the monthly returns of DFSD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.02%0.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 97, DFSD is among the top 3% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of DFSD is 9797
Overall Rank
The Sharpe Ratio Rank of DFSD is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of DFSD is 9797
Sortino Ratio Rank
The Omega Ratio Rank of DFSD is 9797
Omega Ratio Rank
The Calmar Ratio Rank of DFSD is 9797
Calmar Ratio Rank
The Martin Ratio Rank of DFSD is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Dimensional Short-Duration Fixed Income ETF (DFSD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

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There isn't enough data available to calculate the Sharpe ratio for Dimensional Short-Duration Fixed Income ETF. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend History

Dimensional Short-Duration Fixed Income ETF doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Dimensional Short-Duration Fixed Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dimensional Short-Duration Fixed Income ETF was 0.15%, occurring on May 8, 2025. The portfolio has not yet recovered.

The current Dimensional Short-Duration Fixed Income ETF drawdown is 0.13%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.15%May 8, 20251May 8, 2025———

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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