Performance analysis of DFGR (DIMENSIONAL GLOBAL REAL ESTATE ETF)
Annual Return
Over the past 3 years, DFGR has had an average annual return of +9.55%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Dec 7, 2022, DFGR has had an average annual return of +8.72%, underperforming the benchmark SPY, which returned +21.09% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.98% | +7.66% | +1.89% | +9.63% | -1.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.58% | +6.20% | -7.29% | +8.58% | -0.15% | +0.98% | +3.08% | +13.98% | |||||
| 2025 | +1.37% | +3.36% | -1.68% | +0.11% | +2.02% | +0.70% | -1.15% | +3.58% | +0.18% | -1.47% | +1.67% | -1.12% | +7.66% |
| 2024 | -4.73% | +0.64% | +2.70% | -7.02% | +5.06% | +0.93% | +6.53% | +5.56% | +3.43% | -4.61% | +2.58% | -7.78% | +1.89% |
| 2023 | +9% | -5.16% | -2.36% | +1.42% | -4.45% | +3% | +2.82% | -3.39% | -6.74% | -3.30% | +11.58% | +8.85% | +9.63% |
| 2022 | -1.24% | -1.24% |
Drawdown analysis of DFGR (DIMENSIONAL GLOBAL REAL ESTATE ETF)
The maximum drawdown for the DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 180 trading sessions.
The current DFGR drawdown is -0.27%.
Since Dec 7, 2022 DFGR has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.27% | Feb 2, 2023 | 183 | Oct 25, 2023 | 180 | Jul 16, 2024 | 363 |
| -17.56% | Sep 16, 2024 | 140 | Apr 8, 2025 | 209 | Feb 6, 2026 | 349 |
| -9.15% | Feb 17, 2026 | 28 | Mar 27, 2026 | 14 | Apr 17, 2026 | 42 |
| -5.28% | Dec 13, 2022 | 5 | Dec 20, 2022 | 14 | Jan 11, 2023 | 19 |
| -3.02% | May 6, 2026 | 7 | May 15, 2026 | 18 | Jun 11, 2026 | 25 |
| -2.80% | Aug 2, 2024 | 1 | Aug 5, 2024 | 4 | Aug 9, 2024 | 5 |
| -2.74% | Jun 12, 2026 | 4 | Jun 18, 2026 | 5 | Jun 26, 2026 | 9 |
| -2.59% | Jul 17, 2024 | 6 | Jul 25, 2024 | 3 | Jul 30, 2024 | 9 |
| -2.21% | Apr 20, 2026 | 2 | Apr 22, 2026 | 10 | May 6, 2026 | 12 |
| -2.00% | Jun 26, 2026 | 2 | Jun 30, 2026 | 11 | Jul 16, 2026 | 13 |
| -1.64% | Jan 12, 2023 | 4 | Jan 19, 2023 | 3 | Jan 24, 2023 | 7 |
| -0.94% | Jan 27, 2023 | 1 | Jan 30, 2023 | 1 | Jan 31, 2023 | 2 |
| -0.60% | Aug 9, 2024 | 1 | Aug 12, 2024 | 1 | Aug 13, 2024 | 2 |
| -0.57% | Jul 17, 2026 | 1 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.53% | Aug 27, 2024 | 2 | Aug 29, 2024 | 1 | Aug 30, 2024 | 3 |
| -0.21% | Aug 30, 2024 | 1 | Sep 3, 2024 | 1 | Sep 4, 2024 | 2 |
| -0.11% | Aug 14, 2024 | 2 | Aug 16, 2024 | 1 | Aug 19, 2024 | 3 |
| -0.11% | Aug 19, 2024 | 1 | Aug 20, 2024 | 1 | Aug 21, 2024 | 2 |
| -0.11% | Sep 5, 2024 | 1 | Sep 6, 2024 | 1 | Sep 9, 2024 | 2 |
| -0.08% | Jul 30, 2024 | 1 | Jul 31, 2024 | 1 | Aug 1, 2024 | 2 |
| -0.07% | Sep 10, 2024 | 1 | Sep 11, 2024 | 1 | Sep 12, 2024 | 2 |