DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:

DFSD Quality Metrics & KPI Summary

Metric1YFull History
StrategyB&HStrategyB&H
CAGR4.27%4.27%4.95%5.65%
Sharpe Ratio2.202.202.712.63
Max Drawdown-1.47%-1.47%-1.47%-1.47%
% Time Invested100.0%100.0%76.2%100.0%
Trades / Year0.00.00.00.0

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2024-06-13 Open Open 100% $43.49 $47.81 9.95% Mark-to-Market
2023-11-09 2024-06-13 Interest 100% $1.00 $1.02 2.48% Interest Income

Return Distribution Analysis

Return Distribution