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Sortino ratio is not yet available for DUSG. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Dimensional U.S. Small Cap Growth ETF's Sortino Ratio with other ETFs in the Small Cap Growth Equities category across multiple time periods, showing how DUSG's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 5, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
FYCFirst Trust Small Cap Growth AlphaDEX Fund3.47
CAFGPacer US Small Cap Cash Cows Growth Leaders ETF3.46
JPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF3.21
RZGInvesco S&P SmallCap 600® Pure Growth ETF3.13
GRPZInvesco S&P Smallcap 600 GARP ETF3.10
BKSEBNY Mellon US Small Cap Core Equity ETF3.09
VIOGVanguard S&P Small-Cap 600 Growth ETF2.93
SLYGSPDR S&P 600 Small Cap Growth ETF2.92
IJTiShares S&P SmallCap 600 Growth ETF2.91
ESMLiShares ESG Aware MSCI USA Small-Cap ETF2.87
DUSGDimensional U.S. Small Cap Growth ETF
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Historical Sortino Ratio

The chart shows DUSG's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when DUSG consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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