Performance analysis of DFAU (DIMENSIONAL US CORE EQUITY MARKET ETF)
Annual Return
Over the past 3 years, DFAU has had an average annual return of +18.87%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DFAU has had an average annual return of +12.38%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Nov 18, 2020, DFAU has had an average annual return of +15.10%, underperforming the benchmark SPY, which returned +15.40% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.28% | +16.77% | +23.17% | +24.78% | -16.98% | +26.90% | +6.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.90% | -0.27% | -4.90% | +9.93% | +4.86% | -0.38% | -0.63% | +10.28% | |||||
| 2025 | +2.94% | -1.90% | -5.78% | -1.27% | +6.43% | +5.16% | +2.32% | +2.51% | +3.27% | +1.90% | +0.51% | +0.11% | +16.77% |
| 2024 | +0.93% | +5.37% | +3.56% | -4.30% | +4.78% | +2.60% | +2.02% | +2.01% | +2% | -0.78% | +6.78% | -3.35% | +23.17% |
| 2023 | +6.95% | -2.32% | +2.24% | +0.87% | +0.10% | +7.04% | +3.68% | -1.86% | -4.69% | -2.87% | +8.98% | +5.31% | +24.78% |
| 2022 | -5.24% | -2.12% | +3.21% | -8.53% | +0.59% | -8.55% | +9.11% | -3.70% | -9.09% | +8.74% | +5.41% | -5.88% | -16.98% |
| 2021 | -0.34% | +3.59% | +4.02% | +4.86% | +0.68% | +1.81% | +1.68% | +2.74% | -4.24% | +6.50% | -1.12% | +4.36% | +26.90% |
| 2020 | +1.78% | +4.62% | +6.48% |
Drawdown analysis of DFAU (DIMENSIONAL US CORE EQUITY MARKET ETF)
The maximum drawdown for the DFAU was -23.61%, occurring on Sep 30, 2022. Recovery took 302 trading sessions.
The current DFAU drawdown is -1.60%.
Since Nov 18, 2020 DFAU has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.61% | Jan 4, 2022 | 186 | Sep 30, 2022 | 302 | Dec 13, 2023 | 488 |
| -19.36% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -8.67% | Feb 9, 2026 | 34 | Mar 30, 2026 | 10 | Apr 14, 2026 | 44 |
| -8.53% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -5.50% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.11% | Oct 28, 2025 | 17 | Nov 20, 2025 | 10 | Dec 5, 2025 | 27 |
| -4.98% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -4.88% | Dec 4, 2024 | 24 | Jan 10, 2025 | 25 | Feb 18, 2025 | 49 |
| -4.58% | Sep 2, 2021 | 19 | Sep 30, 2021 | 13 | Oct 19, 2021 | 32 |
| -4.25% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.14% | May 7, 2021 | 3 | May 12, 2021 | 18 | Jun 8, 2021 | 21 |
| -4.01% | Feb 12, 2021 | 13 | Mar 4, 2021 | 5 | Mar 11, 2021 | 18 |
| -3.86% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -3.42% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -3.10% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.92% | Mar 17, 2021 | 5 | Mar 24, 2021 | 6 | Apr 1, 2021 | 11 |
| -2.71% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.61% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -2.56% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -2.45% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.43% | Jun 14, 2021 | 4 | Jun 18, 2021 | 4 | Jun 24, 2021 | 8 |
| -2.34% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.34% | Dec 27, 2023 | 5 | Jan 4, 2024 | 10 | Jan 19, 2024 | 15 |
| -2.21% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -2.02% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |