Performance analysis of DFCA (DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF)
Annual Return
Over the past 3 years, DFCA has had an average annual return of +2.44%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Jun 27, 2023, DFCA has had an average annual return of +2.55%, underperforming the benchmark SPY, which returned +20.69% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.76% | +2.99% | +1.49% | +2.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.76% | +0.83% | -1.50% | +0.59% | +0.20% | +0.53% | -0.63% | +0.76% | |||||
| 2025 | +0.06% | +0.89% | -1.27% | -0.45% | +0.06% | +0.50% | -0.06% | +0.61% | +1.25% | +0.78% | +0.42% | +0.17% | +2.99% |
| 2024 | +0.04% | +0.10% | -0.30% | -0.57% | -0.12% | +0.73% | +0.91% | +0.37% | +0.62% | -0.56% | +0.95% | -0.67% | +1.49% |
| 2023 | +0.02% | +0.18% | -0.53% | -1.70% | -0.54% | +3.50% | +1.72% | +2.59% |
Drawdown analysis of DFCA (DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF)
The maximum drawdown for the DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 101 trading sessions.
The current DFCA drawdown is -0.83%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.28% | Feb 28, 2025 | 30 | Apr 11, 2025 | 101 | Sep 8, 2025 | 131 |
| -3.07% | Jul 26, 2023 | 67 | Oct 30, 2023 | 21 | Nov 29, 2023 | 88 |
| -1.76% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -1.63% | Dec 6, 2024 | 23 | Jan 13, 2025 | 32 | Feb 28, 2025 | 55 |
| -1.27% | Mar 7, 2024 | 58 | May 30, 2024 | 28 | Jul 11, 2024 | 86 |
| -1.14% | Oct 1, 2024 | 26 | Nov 6, 2024 | 15 | Nov 27, 2024 | 41 |
| -0.59% | Jan 8, 2024 | 11 | Jan 24, 2024 | 5 | Jan 31, 2024 | 16 |
| -0.57% | Feb 1, 2024 | 8 | Feb 13, 2024 | 14 | Mar 5, 2024 | 22 |
| -0.42% | Aug 5, 2024 | 3 | Aug 8, 2024 | 18 | Sep 4, 2024 | 21 |
| -0.37% | Nov 28, 2025 | 10 | Dec 12, 2025 | 5 | Dec 19, 2025 | 15 |
| -0.37% | Sep 22, 2025 | 4 | Sep 26, 2025 | 11 | Oct 13, 2025 | 15 |
| -0.28% | Jul 19, 2024 | 4 | Jul 25, 2024 | 1 | Jul 26, 2024 | 5 |
| -0.22% | Nov 11, 2025 | 3 | Nov 14, 2025 | 3 | Nov 19, 2025 | 6 |
| -0.21% | Dec 29, 2023 | 1 | Jan 2, 2024 | 4 | Jan 8, 2024 | 5 |
| -0.20% | Oct 24, 2025 | 6 | Nov 3, 2025 | 5 | Nov 10, 2025 | 11 |
| -0.19% | Nov 20, 2025 | 1 | Nov 21, 2025 | 4 | Nov 28, 2025 | 5 |
| -0.17% | Jun 28, 2023 | 7 | Jul 10, 2023 | 3 | Jul 13, 2023 | 10 |
| -0.17% | Dec 20, 2023 | 1 | Dec 21, 2023 | 3 | Dec 27, 2023 | 4 |
| -0.15% | Jan 16, 2026 | 1 | Jan 20, 2026 | 6 | Jan 28, 2026 | 7 |
| -0.10% | Dec 27, 2023 | 1 | Dec 28, 2023 | 1 | Dec 29, 2023 | 2 |
| -0.10% | Mar 5, 2024 | 1 | Mar 6, 2024 | 1 | Mar 7, 2024 | 2 |
| -0.09% | Oct 20, 2025 | 3 | Oct 23, 2025 | 1 | Oct 24, 2025 | 4 |
| -0.08% | Sep 17, 2025 | 2 | Sep 19, 2025 | 1 | Sep 22, 2025 | 3 |
| -0.08% | Dec 7, 2023 | 1 | Dec 8, 2023 | 3 | Dec 13, 2023 | 4 |
| -0.07% | Sep 27, 2024 | 1 | Sep 30, 2024 | 1 | Oct 1, 2024 | 2 |