Performance analysis of DFSI (DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF)
Annual Return
Over the past 3 years, DFSI has had an average annual return of +16.19%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Nov 2, 2022, DFSI has had an average annual return of +20.28%, underperforming the benchmark SPY, which returned +22.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.32% | +33.60% | +4.98% | +17.86% | +11.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.35% | +4.36% | -8.91% | +5.61% | +2.14% | -0.21% | +0.51% | +7.32% | |||||
| 2025 | +4.21% | +2.22% | -0.04% | +5.19% | +5.50% | +3.11% | -1.83% | +4.17% | +1.97% | +0.39% | +1.79% | +2.92% | +33.60% |
| 2024 | -0.85% | +2.93% | +3.12% | -3.61% | +4.83% | -1.90% | +3.49% | +3.61% | +1.49% | -5.25% | +0.44% | -2.82% | +4.98% |
| 2023 | +8.97% | -3.11% | +2.60% | +2.56% | -4.11% | +4.06% | +2.69% | -3.71% | -4.12% | -3.62% | +9.65% | +6.10% | +17.86% |
| 2022 | +13.41% | -1.25% | +11.99% |
Drawdown analysis of DFSI (DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF)
The maximum drawdown for the DFSI was -12.82%, occurring on Oct 27, 2023. Recovery took 33 trading sessions.
The current DFSI drawdown is -1.52%.
Since Nov 2, 2022 DFSI has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.82% | Jul 19, 2023 | 71 | Oct 27, 2023 | 33 | Dec 14, 2023 | 104 |
| -12.63% | Mar 19, 2025 | 13 | Apr 7, 2025 | 13 | Apr 25, 2025 | 26 |
| -12.26% | Feb 26, 2026 | 21 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -9.65% | Sep 26, 2024 | 73 | Jan 13, 2025 | 35 | Mar 5, 2025 | 108 |
| -8.12% | Feb 2, 2023 | 28 | Mar 15, 2023 | 20 | Apr 13, 2023 | 48 |
| -7.02% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -5.15% | Mar 27, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
| -4.91% | Nov 12, 2025 | 6 | Nov 20, 2025 | 9 | Dec 4, 2025 | 15 |
| -4.58% | May 8, 2023 | 16 | May 31, 2023 | 11 | Jun 15, 2023 | 27 |
| -4.01% | Jun 15, 2023 | 13 | Jul 6, 2023 | 4 | Jul 12, 2023 | 17 |
| -3.97% | Jul 23, 2025 | 6 | Jul 31, 2025 | 9 | Aug 13, 2025 | 15 |
| -3.78% | Dec 13, 2022 | 4 | Dec 19, 2022 | 12 | Jan 6, 2023 | 16 |
| -3.71% | Dec 27, 2023 | 13 | Jan 17, 2024 | 22 | Feb 16, 2024 | 35 |
| -3.45% | Jun 6, 2024 | 6 | Jun 14, 2024 | 17 | Jul 11, 2024 | 23 |
| -3.35% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -2.89% | Oct 6, 2025 | 4 | Oct 10, 2025 | 11 | Oct 27, 2025 | 15 |
| -2.87% | Mar 7, 2025 | 4 | Mar 13, 2025 | 4 | Mar 19, 2025 | 8 |
| -2.83% | Oct 27, 2025 | 6 | Nov 4, 2025 | 6 | Nov 12, 2025 | 12 |
| -2.66% | Jun 12, 2025 | 5 | Jun 20, 2025 | 4 | Jun 26, 2025 | 9 |
| -2.51% | May 15, 2024 | 9 | May 29, 2024 | 6 | Jun 6, 2024 | 15 |
| -2.47% | Aug 22, 2025 | 6 | Sep 2, 2025 | 7 | Sep 11, 2025 | 13 |
| -2.29% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -2.23% | Sep 15, 2025 | 8 | Sep 25, 2025 | 5 | Oct 2, 2025 | 13 |
| -1.99% | Dec 2, 2022 | 2 | Dec 6, 2022 | 5 | Dec 13, 2022 | 7 |
| -1.96% | Jul 10, 2025 | 3 | Jul 15, 2025 | 6 | Jul 23, 2025 | 9 |