Performance analysis of DFGP (DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF)
Annual Return
Since Nov 8, 2023, DFGP has had an average annual return of +6.26%, underperforming the benchmark SPY, which returned +23.54% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.99% | +5.88% | +3.71% | +6.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.79% | +1.28% | -2.18% | +0.58% | +1% | +0.44% | -0.88% | +0.99% | |||||
| 2025 | +0.61% | +1.41% | -0.77% | +0.49% | +0.10% | +1.45% | -0.02% | +0.73% | +1.26% | +0.73% | +0.19% | -0.43% | +5.88% |
| 2024 | +0.07% | -0.83% | +1.38% | -2.07% | +1.27% | +0.68% | +2.17% | +1.10% | +1.32% | -1.60% | +1.61% | -1.35% | +3.71% |
| 2023 | +2.16% | +3.99% | +6.24% |
Drawdown analysis of DFGP (DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF)
The maximum drawdown for the DFGP was -3.24%, occurring on Mar 27, 2026. Recovery took 61 trading sessions.
The current DFGP drawdown is -1.13%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.24% | Feb 27, 2026 | 20 | Mar 27, 2026 | 61 | Jun 25, 2026 | 81 |
| -3.04% | Sep 16, 2024 | 82 | Jan 14, 2025 | 29 | Feb 26, 2025 | 111 |
| -2.71% | Mar 3, 2025 | 29 | Apr 11, 2025 | 36 | Jun 4, 2025 | 65 |
| -2.26% | Mar 28, 2024 | 19 | Apr 25, 2024 | 27 | Jun 4, 2024 | 46 |
| -1.92% | Feb 1, 2024 | 8 | Feb 13, 2024 | 31 | Mar 28, 2024 | 39 |
| -1.36% | Dec 27, 2023 | 17 | Jan 23, 2024 | 7 | Feb 1, 2024 | 24 |
| -1.31% | Jun 25, 2024 | 4 | Jul 1, 2024 | 6 | Jul 10, 2024 | 10 |
| -1.18% | Jun 29, 2026 | 9 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -1.14% | Oct 27, 2025 | 30 | Dec 9, 2025 | 34 | Jan 29, 2026 | 64 |
| -0.93% | Jul 1, 2025 | 9 | Jul 15, 2025 | 10 | Jul 29, 2025 | 19 |
| -0.89% | Aug 2, 2024 | 3 | Aug 7, 2024 | 5 | Aug 14, 2024 | 8 |
| -0.89% | Jun 6, 2024 | 2 | Jun 10, 2024 | 3 | Jun 13, 2024 | 5 |
| -0.62% | Jul 16, 2024 | 6 | Jul 24, 2024 | 3 | Jul 29, 2024 | 9 |
| -0.61% | Nov 8, 2023 | 1 | Nov 9, 2023 | 3 | Nov 14, 2023 | 4 |
| -0.59% | Jun 4, 2025 | 2 | Jun 6, 2025 | 4 | Jun 12, 2025 | 6 |
| -0.55% | Aug 23, 2024 | 5 | Aug 30, 2024 | 2 | Sep 4, 2024 | 7 |
| -0.55% | Aug 13, 2025 | 6 | Aug 21, 2025 | 5 | Aug 28, 2025 | 11 |
| -0.53% | Sep 15, 2025 | 8 | Sep 25, 2025 | 5 | Oct 2, 2025 | 13 |
| -0.51% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.43% | Jun 14, 2024 | 1 | Jun 17, 2024 | 5 | Jun 25, 2024 | 6 |
| -0.41% | Dec 6, 2023 | 3 | Dec 11, 2023 | 2 | Dec 13, 2023 | 5 |
| -0.38% | Nov 14, 2023 | 1 | Nov 15, 2023 | 1 | Nov 16, 2023 | 2 |
| -0.35% | Jun 12, 2025 | 2 | Jun 16, 2025 | 4 | Jun 23, 2025 | 6 |
| -0.34% | Feb 26, 2025 | 1 | Feb 27, 2025 | 1 | Feb 28, 2025 | 2 |
| -0.31% | Nov 29, 2023 | 1 | Nov 30, 2023 | 1 | Dec 1, 2023 | 2 |