Performance analysis of DFIP (DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF)
Annual Return
Over the past 3 years, DFIP has had an average annual return of +4.18%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Nov 16, 2021, DFIP has had an average annual return of +0.25%, underperforming the benchmark SPY, which returned +12.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.48% | +7.54% | +1.71% | +4.07% | -12.39% | -0.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.61% | +1.25% | -1.44% | +1.20% | +0.13% | -0.25% | +1.48% | ||||||
| 2025 | +1.40% | +2.18% | +0.82% | +0.26% | -0.42% | +1.04% | +0.19% | +1.83% | +0.17% | +0.25% | +0.31% | -0.71% | +7.54% |
| 2024 | +0.46% | -1.30% | +0.77% | -1.71% | +1.80% | +0.80% | +2.07% | +0.73% | +1.53% | -2.17% | +0.49% | -1.64% | +1.71% |
| 2023 | +2.20% | -1.78% | +3.64% | +0.09% | -1.52% | -0.62% | +0.44% | -0.96% | -2.10% | -0.71% | +2.84% | +2.69% | +4.07% |
| 2022 | -2.21% | +1% | -2.07% | -2.55% | -0.74% | -3.29% | +5.36% | -2.85% | -7.43% | +1.28% | +1.96% | -1.03% | -12.39% |
| 2021 | -0.51% | +0.46% | -0.05% |
Drawdown analysis of DFIP (DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF)
The maximum drawdown for the DFIP was -14.96%, occurring on Nov 3, 2022. Recovery took 742 trading sessions.
The current DFIP drawdown is -0.47%.
Since Nov 16, 2021 DFIP has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.96% | Mar 8, 2022 | 167 | Nov 3, 2022 | 742 | Oct 21, 2025 | 909 |
| -4.89% | Nov 17, 2021 | 58 | Feb 10, 2022 | 16 | Mar 7, 2022 | 74 |
| -2.06% | Feb 27, 2026 | 20 | Mar 27, 2026 | 24 | May 1, 2026 | 44 |
| -1.36% | Oct 22, 2025 | 60 | Jan 20, 2026 | 17 | Feb 12, 2026 | 77 |
| -1.19% | May 8, 2026 | 7 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -0.31% | May 1, 2026 | 4 | May 7, 2026 | 1 | May 8, 2026 | 5 |
| -0.23% | Feb 13, 2026 | 2 | Feb 18, 2026 | 5 | Feb 25, 2026 | 7 |