Performance analysis of DFAX (DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF)
Annual Return
Over the past 3 years, DFAX has had an average annual return of +17.86%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Sep 13, 2021, DFAX has had an average annual return of +9.17%, underperforming the benchmark SPY, which returned +12.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.13% | +35.40% | +4.78% | +16.65% | -14.45% | -2.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.02% | +6.60% | -8.00% | +7.86% | +2.94% | -1.30% | -2.47% | +11.13% | |||||
| 2025 | +2.65% | +1.72% | +1.19% | +2.74% | +5.65% | +4.57% | -0.27% | +4.50% | +3.12% | +1.17% | +1.26% | +2.54% | +35.40% |
| 2024 | -2.01% | +2.84% | +3.49% | -1.85% | +4.20% | -1.17% | +2.28% | +2.04% | +2.52% | -4.59% | +0.04% | -2.68% | +4.78% |
| 2023 | +8.71% | -3.75% | +2.22% | +1.74% | -3.84% | +4.66% | +4.46% | -3.86% | -2.91% | -3.64% | +7.83% | +5.13% | +16.65% |
| 2022 | -2.07% | -1.95% | -0.42% | -6.09% | +1.63% | -8.76% | +3.36% | -4.01% | -10.20% | +4.07% | +12.97% | -1.90% | -14.45% |
| 2021 | -4.45% | +1.70% | -3.91% | +4.22% | -2.69% |
Drawdown analysis of DFAX (DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF)
The maximum drawdown for the DFAX was -28.13%, occurring on Oct 12, 2022. Recovery took 351 trading sessions.
The current DFAX drawdown is -4.53%.
Since Sep 13, 2021 DFAX has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.13% | Sep 13, 2021 | 273 | Oct 12, 2022 | 351 | Mar 7, 2024 | 624 |
| -13.90% | Mar 19, 2025 | 14 | Apr 8, 2025 | 17 | May 2, 2025 | 31 |
| -11.11% | Feb 25, 2026 | 17 | Mar 20, 2026 | 32 | May 6, 2026 | 49 |
| -9.41% | Sep 26, 2024 | 73 | Jan 13, 2025 | 43 | Mar 17, 2025 | 116 |
| -7.95% | Jul 12, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
| -5.10% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.58% | Nov 12, 2025 | 6 | Nov 20, 2025 | 13 | Dec 10, 2025 | 19 |
| -4.21% | Apr 9, 2024 | 5 | Apr 16, 2024 | 14 | May 6, 2024 | 19 |
| -3.84% | Aug 23, 2024 | 9 | Sep 6, 2024 | 9 | Sep 19, 2024 | 18 |
| -3.45% | May 11, 2026 | 6 | May 19, 2026 | 4 | May 26, 2026 | 10 |
| -3.40% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -3.37% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -3.18% | May 17, 2024 | 19 | Jun 14, 2024 | 17 | Jul 11, 2024 | 36 |
| -2.49% | Jun 12, 2025 | 5 | Jun 20, 2025 | 4 | Jun 26, 2025 | 9 |
| -2.21% | Oct 27, 2025 | 6 | Nov 4, 2025 | 5 | Nov 11, 2025 | 11 |
| -1.93% | Aug 22, 2025 | 6 | Sep 2, 2025 | 4 | Sep 8, 2025 | 10 |
| -1.87% | Jan 27, 2026 | 3 | Jan 30, 2026 | 5 | Feb 6, 2026 | 8 |
| -1.35% | Dec 11, 2025 | 4 | Dec 17, 2025 | 2 | Dec 19, 2025 | 6 |
| -1.28% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -1.23% | Sep 16, 2025 | 7 | Sep 25, 2025 | 3 | Sep 30, 2025 | 10 |
| -1.20% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -1.07% | Feb 11, 2026 | 1 | Feb 12, 2026 | 5 | Feb 20, 2026 | 6 |
| -1.02% | Jul 10, 2025 | 3 | Jul 15, 2025 | 4 | Jul 21, 2025 | 7 |
| -0.91% | Jan 16, 2026 | 1 | Jan 20, 2026 | 1 | Jan 21, 2026 | 2 |
| -0.82% | Sep 24, 2024 | 1 | Sep 25, 2024 | 1 | Sep 26, 2024 | 2 |