Performance analysis of DFSD (DIMENSIONAL SHORT-DURATION FIXED INCOME ETF)
Annual Return
Over the past 3 years, DFSD has had an average annual return of +5.20%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Nov 16, 2021, DFSD has had an average annual return of +2.48%, underperforming the benchmark SPY, which returned +12.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.75% | +6.59% | +4.60% | +6.09% | -5.88% | -0.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.44% | +0.62% | -0.88% | +0.32% | +0.34% | +0.18% | -0.27% | +0.75% | |||||
| 2025 | +0.62% | +0.94% | +0.31% | +0.70% | +0.38% | +0.84% | +0.13% | +1.01% | +0.35% | +0.41% | +0.42% | +0.30% | +6.59% |
| 2024 | +0.25% | -0.05% | +0.51% | -0.24% | +0.84% | +0.45% | +1.13% | +0.82% | +0.70% | -0.49% | +0.67% | -0.08% | +4.60% |
| 2023 | +1.17% | -0.34% | +0.79% | +0.27% | -0.11% | +0.20% | +0.49% | +0.44% | -0.08% | +0.14% | +1.62% | +1.36% | +6.09% |
| 2022 | -1.25% | -0.80% | -2.00% | -1.33% | +0.80% | -1.11% | +1.50% | -1.62% | -1.22% | -0.49% | +1.46% | +0.10% | -5.88% |
| 2021 | +0.07% | -0.09% | -0.02% |
Drawdown analysis of DFSD (DIMENSIONAL SHORT-DURATION FIXED INCOME ETF)
The maximum drawdown for the DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 321 trading sessions.
The current DFSD drawdown is -0.39%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.45% | Nov 18, 2021 | 231 | Oct 20, 2022 | 321 | Feb 1, 2024 | 552 |
| -1.47% | Feb 27, 2026 | 19 | Mar 26, 2026 | 63 | Jun 26, 2026 | 82 |
| -1.34% | Apr 3, 2025 | 6 | Apr 11, 2025 | 10 | Apr 28, 2025 | 16 |
| -0.67% | Oct 1, 2024 | 23 | Nov 1, 2024 | 19 | Nov 29, 2024 | 42 |
| -0.67% | Dec 6, 2024 | 22 | Jan 10, 2025 | 10 | Jan 27, 2025 | 32 |
| -0.52% | Jun 26, 2026 | 10 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -0.52% | Apr 30, 2025 | 10 | May 14, 2025 | 8 | May 27, 2025 | 18 |
| -0.50% | Mar 27, 2024 | 13 | Apr 16, 2024 | 13 | May 3, 2024 | 26 |
| -0.43% | Feb 5, 2025 | 5 | Feb 12, 2025 | 6 | Feb 21, 2025 | 11 |
| -0.42% | Feb 1, 2024 | 8 | Feb 13, 2024 | 14 | Mar 5, 2024 | 22 |
| -0.39% | Jun 4, 2025 | 2 | Jun 6, 2025 | 4 | Jun 12, 2025 | 6 |
| -0.37% | Oct 22, 2025 | 10 | Nov 5, 2025 | 12 | Nov 21, 2025 | 22 |
| -0.35% | Nov 26, 2025 | 8 | Dec 9, 2025 | 5 | Dec 16, 2025 | 13 |
| -0.34% | Mar 3, 2025 | 7 | Mar 12, 2025 | 5 | Mar 19, 2025 | 12 |
| -0.29% | Jun 30, 2025 | 10 | Jul 15, 2025 | 4 | Jul 21, 2025 | 14 |
| -0.28% | Mar 8, 2024 | 7 | Mar 19, 2024 | 3 | Mar 22, 2024 | 10 |
| -0.27% | Sep 15, 2025 | 8 | Sep 25, 2025 | 4 | Oct 1, 2025 | 12 |
| -0.24% | Mar 21, 2025 | 1 | Mar 24, 2025 | 4 | Mar 28, 2025 | 5 |
| -0.22% | Aug 2, 2024 | 4 | Aug 8, 2024 | 3 | Aug 13, 2024 | 7 |
| -0.22% | Jul 22, 2025 | 2 | Jul 24, 2025 | 6 | Aug 1, 2025 | 8 |
| -0.22% | Jun 5, 2024 | 2 | Jun 7, 2024 | 3 | Jun 12, 2024 | 5 |
| -0.20% | May 15, 2024 | 9 | May 29, 2024 | 2 | May 31, 2024 | 11 |
| -0.19% | Jan 14, 2026 | 3 | Jan 20, 2026 | 5 | Jan 27, 2026 | 8 |
| -0.18% | Aug 13, 2025 | 2 | Aug 15, 2025 | 5 | Aug 22, 2025 | 7 |
| -0.15% | Aug 14, 2024 | 1 | Aug 15, 2024 | 3 | Aug 20, 2024 | 4 |