Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFNM (Dimensional National Municipal Bond ETF) | 1.21% | 5.09% | 3.29% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFNM (Dimensional National Municipal Bond ETF) | 11/16/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 5.09 | 3.29 | NA | NA | NA | NA | … | … | 1.21 | 3.87 | 1.19 | 3.97 | -4.02 | 0.47 |
| Sharpe Ratio | NA | 1.48 | 0.06 | NA | NA | NA | NA | … | … | 0.27 | 0.37 | -1.17 | 0.11 | -1.91 | 3.78 |
| Standard Deviation(%) | NA | 1.75 | 2.37 | NA | NA | NA | NA | … | … | 1.94 | 2.68 | 2.08 | 2.81 | 2.87 | 1.02 |
| Draw Down(%) | NA | 1.83 | 2.82 | NA | NA | NA | NA | … | … | 1.83 | 2.78 | 1.41 | 3.78 | 6.96 | 0.20 |
| Yield(%) | 0.00 | 2.95 | 2.75 | 1.98 | 0.99 | 0.66 | 0.49 | … | … | 1.02 | 2.96 | 2.70 | 2.43 | 1.10 | 0.05 |
Data as of 06/10/2026, Common starting date is 11/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFNM (Dimensional National Municipal Bond ETF) |
0.33%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| DFNM (Dimensional National Municipal Bond ETF) |
3.88%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart