Performance analysis of DFAS (DIMENSIONAL U.S. SMALL CAP ETF)
Annual Return
Over the past 3 years, DFAS has had an average annual return of +13.99%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, DFAS has had an average annual return of +9.27%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 14, 2021, DFAS has had an average annual return of +8.13%, underperforming the benchmark SPY, which returned +13.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.32% | +8.17% | +10.21% | +17.82% | -13.84% | +4.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.38% | +2.26% | -5.04% | +8.66% | +1.59% | +5.18% | -1.26% | +17.32% | |||||
| 2025 | +3.34% | -5.17% | -6.10% | -3.00% | +5.72% | +4.25% | +1.35% | +5.82% | +0.46% | -0.81% | +2.81% | +0.08% | +8.17% |
| 2024 | -3.42% | +4.35% | +3.92% | -6.05% | +4.86% | -1.91% | +8.74% | -1.38% | +0.92% | -1.46% | +10.61% | -7.69% | +10.21% |
| 2023 | +9.51% | -0.86% | -4.91% | -1.99% | -2.50% | +9.14% | +5.24% | -3.64% | -5.27% | -5.70% | +8.75% | +11.07% | +17.82% |
| 2022 | -7.60% | +1.44% | -0.17% | -7.45% | +1.83% | -8.87% | +10.54% | -3.21% | -9.17% | +12.14% | +4.82% | -6.13% | -13.84% |
| 2021 | -0.65% | -1.27% | +2.31% | -2.30% | +4.82% | -2.30% | +4.54% | +4.98% |
Drawdown analysis of DFAS (DIMENSIONAL U.S. SMALL CAP ETF)
The maximum drawdown for the DFAS was -26.13%, occurring on Apr 8, 2025. Recovery took 166 trading sessions.
The current DFAS drawdown is -1.26%.
Since Jun 14, 2021 DFAS has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.13% | Nov 25, 2024 | 90 | Apr 8, 2025 | 166 | Dec 4, 2025 | 256 |
| -25.01% | Nov 8, 2021 | 152 | Jun 16, 2022 | 442 | Mar 21, 2024 | 594 |
| -9.36% | Feb 10, 2026 | 27 | Mar 20, 2026 | 19 | Apr 17, 2026 | 46 |
| -9.31% | Jul 31, 2024 | 5 | Aug 7, 2024 | 47 | Oct 14, 2024 | 52 |
| -7.89% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -7.10% | Jun 15, 2021 | 23 | Jul 19, 2021 | 17 | Aug 11, 2021 | 40 |
| -5.29% | May 15, 2024 | 21 | Jun 14, 2024 | 18 | Jul 12, 2024 | 39 |
| -5.03% | Sep 2, 2021 | 12 | Sep 21, 2021 | 19 | Oct 18, 2021 | 31 |
| -4.69% | Aug 11, 2021 | 6 | Aug 19, 2021 | 6 | Aug 27, 2021 | 12 |
| -4.27% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -4.21% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -3.64% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -3.34% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -3.18% | Jul 16, 2024 | 3 | Jul 19, 2024 | 8 | Jul 31, 2024 | 11 |
| -2.92% | Jan 22, 2026 | 6 | Jan 30, 2026 | 5 | Feb 6, 2026 | 11 |
| -2.80% | Jun 30, 2026 | 5 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |
| -2.61% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |
| -2.07% | Jun 4, 2026 | 1 | Jun 5, 2026 | 4 | Jun 11, 2026 | 5 |
| -1.87% | Apr 20, 2026 | 7 | Apr 29, 2026 | 4 | May 5, 2026 | 11 |
| -1.76% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.56% | Jun 15, 2026 | 2 | Jun 17, 2026 | 4 | Jun 24, 2026 | 6 |
| -1.31% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -0.81% | Jun 2, 2026 | 1 | Jun 3, 2026 | 1 | Jun 4, 2026 | 2 |
| -0.69% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -0.63% | Aug 27, 2021 | 2 | Aug 31, 2021 | 2 | Sep 2, 2021 | 4 |