Performance analysis of DFAW (DIMENSIONAL WORLD EQUITY ETF)
Annual Return
Since Sep 27, 2023, DFAW has had an average annual return of +22.04%, underperforming the benchmark SPY, which returned +23.61% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.77% | +20.61% | +15.50% | +11.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.46% | +2.73% | -5.96% | +8.56% | +4.06% | -0.21% | +0.09% | +12.77% | |||||
| 2025 | +3.42% | -1.49% | -3.49% | -0.93% | +6.13% | +4.68% | +1.41% | +3.35% | +2.56% | +1.13% | +1.15% | +1.36% | +20.61% |
| 2024 | -0.44% | +4.33% | +3.86% | -4.03% | +4.53% | +0.89% | +3.26% | +1.59% | +1.96% | -1.81% | +5.10% | -4.17% | +15.50% |
| 2023 | +0.33% | -3.33% | +8.55% | +5.97% | +11.56% |
Drawdown analysis of DFAW (DIMENSIONAL WORLD EQUITY ETF)
The maximum drawdown for the DFAW was -16.93%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The current DFAW drawdown is -0.81%.
Since Sep 27, 2023 DFAW has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.93% | Dec 4, 2024 | 84 | Apr 8, 2025 | 41 | Jun 6, 2025 | 125 |
| -8.88% | Feb 25, 2026 | 23 | Mar 30, 2026 | 12 | Apr 16, 2026 | 35 |
| -7.95% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -5.95% | Oct 11, 2023 | 12 | Oct 27, 2023 | 12 | Nov 14, 2023 | 24 |
| -5.21% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -4.53% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -4.13% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.78% | Jun 2, 2026 | 6 | Jun 10, 2026 | 3 | Jun 15, 2026 | 9 |
| -3.18% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -3.06% | Dec 27, 2023 | 13 | Jan 17, 2024 | 8 | Jan 29, 2024 | 21 |
| -3.04% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.82% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -2.71% | Sep 28, 2023 | 3 | Oct 3, 2023 | 5 | Oct 10, 2023 | 8 |
| -2.39% | Nov 7, 2024 | 6 | Nov 15, 2024 | 6 | Nov 25, 2024 | 12 |
| -2.11% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.02% | Jun 15, 2026 | 5 | Jun 23, 2026 | 8 | Jul 6, 2026 | 13 |
| -1.91% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.83% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.69% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.63% | May 20, 2024 | 7 | May 30, 2024 | 9 | Jun 12, 2024 | 16 |
| -1.60% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.54% | Jan 29, 2024 | 2 | Jan 31, 2024 | 5 | Feb 7, 2024 | 7 |
| -1.42% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -1.41% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -1.41% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |