Performance analysis of DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF)
Annual Return
Over the past 3 years, DFSB has had an average annual return of +4.89%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Nov 16, 2022, DFSB has had an average annual return of +4.85%, underperforming the benchmark SPY, which returned +21.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.12% | +5.22% | +2.44% | +9.36% | -0.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.56% | +1.41% | -2.05% | +0.38% | +0.84% | +0.00846% | +1.12% | ||||||
| 2025 | +0.45% | +1.43% | -0.61% | +0.50% | -0.04% | +1.35% | -0.11% | +0.51% | +1.20% | +0.87% | +0.12% | -0.54% | +5.22% |
| 2024 | -0.13% | -1.19% | +1.55% | -2.34% | +1.37% | +0.51% | +1.96% | +1.31% | +1.32% | -1.78% | +1.33% | -1.37% | +2.44% |
| 2023 | +3.57% | -2.60% | +3% | +0.36% | -0.85% | +0.03% | +0.21% | -0.11% | -2.08% | -1.09% | +4.95% | +3.94% | +9.36% |
| 2022 | +0.90% | -1.66% | -0.77% |
Drawdown analysis of DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF)
The maximum drawdown for the DFSB was -5.16%, occurring on Oct 19, 2023. Recovery took 28 trading sessions.
The current DFSB drawdown is -0.84%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.16% | Feb 2, 2023 | 179 | Oct 19, 2023 | 28 | Nov 29, 2023 | 207 |
| -3.64% | Sep 16, 2024 | 82 | Jan 14, 2025 | 103 | Jun 12, 2025 | 185 |
| -3.30% | Dec 7, 2022 | 14 | Dec 28, 2022 | 10 | Jan 12, 2023 | 24 |
| -3.03% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -2.94% | Dec 27, 2023 | 82 | Apr 25, 2024 | 35 | Jun 14, 2024 | 117 |
| -1.67% | Jun 18, 2024 | 8 | Jul 1, 2024 | 10 | Jul 16, 2024 | 18 |
| -1.22% | Jul 1, 2025 | 9 | Jul 15, 2025 | 13 | Aug 1, 2025 | 22 |
| -1.14% | Oct 27, 2025 | 33 | Dec 12, 2025 | 39 | Feb 10, 2026 | 72 |
| -1.13% | Jan 18, 2023 | 8 | Jan 30, 2023 | 3 | Feb 2, 2023 | 11 |
| -0.98% | Aug 2, 2024 | 3 | Aug 7, 2024 | 5 | Aug 14, 2024 | 8 |
| -0.80% | Jul 17, 2024 | 5 | Jul 24, 2024 | 4 | Jul 30, 2024 | 9 |
| -0.61% | Dec 2, 2022 | 1 | Dec 5, 2022 | 2 | Dec 7, 2022 | 3 |
| -0.60% | Aug 13, 2025 | 6 | Aug 21, 2025 | 9 | Sep 4, 2025 | 15 |
| -0.55% | Aug 23, 2024 | 5 | Aug 30, 2024 | 2 | Sep 4, 2024 | 7 |
| -0.54% | Sep 11, 2025 | 10 | Sep 25, 2025 | 12 | Oct 13, 2025 | 22 |
| -0.50% | Dec 6, 2023 | 3 | Dec 11, 2023 | 2 | Dec 13, 2023 | 5 |
| -0.42% | Jun 12, 2025 | 2 | Jun 16, 2025 | 4 | Jun 23, 2025 | 6 |
| -0.39% | Aug 14, 2024 | 1 | Aug 15, 2024 | 3 | Aug 20, 2024 | 4 |
| -0.39% | Nov 16, 2022 | 2 | Nov 18, 2022 | 2 | Nov 22, 2022 | 4 |
| -0.33% | Dec 15, 2023 | 1 | Dec 18, 2023 | 1 | Dec 19, 2023 | 2 |
| -0.32% | Nov 29, 2023 | 1 | Nov 30, 2023 | 1 | Dec 1, 2023 | 2 |
| -0.32% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.30% | Aug 4, 2025 | 6 | Aug 12, 2025 | 1 | Aug 13, 2025 | 7 |
| -0.28% | Jan 12, 2023 | 1 | Jan 13, 2023 | 2 | Jan 18, 2023 | 3 |
| -0.27% | Jun 14, 2024 | 1 | Jun 17, 2024 | 1 | Jun 18, 2024 | 2 |