Performance analysis of DFIV (DIMENSIONAL INTERNATIONAL VALUE ETF)
Annual Return
Over the past 3 years, DFIV has had an average annual return of +24.22%, outperforming the benchmark SPY, which returned +22.77% annual.
Since Sep 13, 2021, DFIV has had an average annual return of +15.65%, outperforming the benchmark SPY, which returned +13.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.32% | +45.34% | +7.25% | +17.71% | -3.67% | +0.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.01% | +5.96% | -5.65% | +4.43% | +1.02% | +0.47% | +12.32% | ||||||
| 2025 | +4.79% | +3.98% | +2.16% | +2.06% | +5.25% | +3.09% | +0.33% | +5.81% | +1.87% | +0.46% | +4.21% | +4.15% | +45.34% |
| 2024 | -1.34% | +2.63% | +5.88% | -1.58% | +5.01% | -3.50% | +3.67% | +1.91% | +0.92% | -3.94% | +0.41% | -2.46% | +7.25% |
| 2023 | +9.05% | -1.71% | -0.63% | +3.38% | -5.62% | +6.32% | +4.78% | -3.23% | -1.22% | -4.51% | +6.58% | +4.51% | +17.71% |
| 2022 | +3.39% | -2.04% | +0.92% | -5.52% | +4.77% | -10.83% | +2.84% | -3.69% | -9.52% | +7.76% | +11.82% | -1.11% | -3.67% |
| 2021 | -1.93% | +3.45% | -6.45% | +5.43% | +0.06% |
Drawdown analysis of DFIV (DIMENSIONAL INTERNATIONAL VALUE ETF)
The maximum drawdown for the DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 197 trading sessions.
The current DFIV drawdown is -0.32%.
Since Sep 13, 2021 DFIV has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.39% | Feb 9, 2022 | 158 | Sep 27, 2022 | 197 | Jul 12, 2023 | 355 |
| -14.73% | Mar 19, 2025 | 14 | Apr 8, 2025 | 22 | May 9, 2025 | 36 |
| -9.65% | Feb 25, 2026 | 17 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -9.57% | Jul 31, 2023 | 63 | Oct 27, 2023 | 33 | Dec 14, 2023 | 96 |
| -8.28% | Sep 26, 2024 | 59 | Dec 19, 2024 | 34 | Feb 11, 2025 | 93 |
| -7.60% | Oct 20, 2021 | 29 | Dec 1, 2021 | 23 | Jan 4, 2022 | 52 |
| -7.38% | Jul 17, 2024 | 14 | Aug 6, 2024 | 11 | Aug 21, 2024 | 25 |
| -4.95% | May 20, 2024 | 18 | Jun 14, 2024 | 18 | Jul 12, 2024 | 36 |
| -4.93% | Jan 14, 2022 | 5 | Jan 24, 2022 | 12 | Feb 9, 2022 | 17 |
| -4.87% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -4.35% | Apr 9, 2024 | 5 | Apr 16, 2024 | 17 | May 9, 2024 | 22 |
| -4.17% | Sep 15, 2021 | 3 | Sep 20, 2021 | 18 | Oct 14, 2021 | 21 |
| -3.99% | Jan 8, 2024 | 6 | Jan 17, 2024 | 25 | Feb 22, 2024 | 31 |
| -3.94% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -3.42% | Aug 27, 2024 | 7 | Sep 6, 2024 | 9 | Sep 19, 2024 | 16 |
| -3.22% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -2.56% | Mar 7, 2025 | 2 | Mar 11, 2025 | 4 | Mar 17, 2025 | 6 |
| -2.30% | Aug 22, 2025 | 7 | Sep 3, 2025 | 6 | Sep 11, 2025 | 13 |
| -1.97% | Jul 10, 2025 | 3 | Jul 15, 2025 | 6 | Jul 23, 2025 | 9 |
| -1.85% | Jun 12, 2025 | 5 | Jun 20, 2025 | 4 | Jun 26, 2025 | 9 |
| -1.80% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -1.69% | Oct 28, 2025 | 5 | Nov 4, 2025 | 3 | Nov 7, 2025 | 8 |
| -1.39% | Dec 27, 2023 | 4 | Jan 3, 2024 | 3 | Jan 8, 2024 | 7 |
| -1.30% | Jan 16, 2026 | 1 | Jan 20, 2026 | 1 | Jan 21, 2026 | 2 |
| -1.29% | Sep 15, 2025 | 8 | Sep 25, 2025 | 6 | Oct 3, 2025 | 14 |