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Performance analysis of DFIS (DIMENSIONAL INTERNATIONAL SMALL CAP ETF)

Annual Return

Over the past 3 years, DFIS has had an average annual return of +19.80%, underperforming the benchmark SPY, which returned +22.77% annual.

Since Mar 24, 2022, DFIS has had an average annual return of +11.78%, underperforming the benchmark SPY, which returned +14.77% annual.

20262025202420232022
+11.52%+37.47%+3.79%+15.18%-12.94%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+6.07%+5.98%-8.99%+5.96%+3.40%-0.52%+11.52%
2025+2.58%+1.03%+1.67%+4.91%+6.38%+5.03%-0.63%+4.49%+2.45%-0.54%+2.13%+3%+37.47%
2024-1.98%+1.81%+3.96%-2.67%+5.86%-3.53%+5.15%+1.43%+2.46%-5.26%-0.12%-2.66%+3.79%
2023+9.35%-3.19%+1.13%+1.75%-4.84%+3.65%+4.35%-3.04%-4.44%-4.15%+8.58%+6.54%+15.18%
2022-0.99%-6.42%+1.08%-10.61%+6.19%-5.69%-11.12%+5.37%+12.01%-1.00%-12.94%

Drawdown analysis of DFIS (DIMENSIONAL INTERNATIONAL SMALL CAP ETF)

The maximum drawdown for the DFIS was -27.22%, occurring on Oct 12, 2022. Recovery took 350 trading sessions.

The current DFIS drawdown is -0.80%.

Since Mar 24, 2022 DFIS has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-27.22%Mar 29, 2022136Oct 12, 2022350Mar 6, 2024486
-13.55%Mar 19, 202513Apr 7, 202514Apr 28, 202527
-12.44%Feb 27, 202615Mar 20, 2026OngoingOngoingOngoing
-10.76%Sep 26, 202473Jan 13, 202544Mar 18, 2025117
-7.14%Jul 16, 202414Aug 5, 202412Aug 21, 202426
-5.60%Oct 27, 202518Nov 20, 202510Dec 5, 202528
-4.29%Apr 9, 20245Apr 16, 202417May 9, 202422
-4.10%Aug 27, 20247Sep 6, 20249Sep 19, 202416
-3.94%May 20, 202418Jun 14, 202418Jul 12, 202436
-3.76%Jul 23, 20256Jul 31, 20259Aug 13, 202515
-2.87%Jan 27, 20267Feb 5, 20262Feb 9, 20269
-2.75%Oct 3, 20255Oct 10, 202510Oct 24, 202515
-2.55%Aug 22, 20256Sep 2, 20254Sep 8, 202510
-2.33%Jun 12, 20255Jun 20, 20254Jun 26, 20259
-1.59%Jul 9, 20254Jul 15, 20255Jul 22, 20259
-1.52%Sep 22, 20253Sep 25, 20254Oct 1, 20257
-1.31%Mar 27, 20243Apr 2, 20244Apr 8, 20247
-1.06%Sep 19, 20241Sep 20, 20244Sep 26, 20245
-1.03%Jul 3, 20251Jul 7, 20252Jul 9, 20253
-0.96%Mar 7, 20242Mar 11, 20247Mar 20, 20249
-0.86%Dec 15, 20252Dec 17, 20252Dec 19, 20254
-0.84%Feb 11, 20261Feb 12, 20265Feb 20, 20266
-0.82%Mar 24, 20222Mar 28, 20221Mar 29, 20223
-0.78%Jun 2, 20251Jun 3, 20252Jun 5, 20253
-0.73%Aug 21, 20241Aug 22, 20241Aug 23, 20242