Performance analysis of DFSU (DIMENSIONAL US SUSTAINABILITY CORE 1 ETF)
Annual Return
Over the past 3 years, DFSU has had an average annual return of +17.99%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Nov 2, 2022, DFSU has had an average annual return of +19.84%, underperforming the benchmark SPY, which returned +21.79% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.40% | +15.65% | +22.95% | +26.26% | +0.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.43% | -0.86% | -5.69% | +9.37% | +3.87% | +0.12% | +0.49% | +8.40% | |||||
| 2025 | +3.43% | -2.38% | -6.22% | -1.14% | +6.10% | +4.77% | +2.29% | +2.99% | +2.95% | +1.50% | +0.59% | +0.36% | +15.65% |
| 2024 | +1% | +5.85% | +3.56% | -5.20% | +4.63% | +2.38% | +3.02% | +1.95% | +1.81% | -0.73% | +7.18% | -3.87% | +22.95% |
| 2023 | +7.94% | -1.90% | +0.99% | +0.57% | +0.07% | +7.38% | +4.09% | -2.21% | -4.71% | -3.16% | +9.26% | +6.45% | +26.26% |
| 2022 | +6.52% | -5.51% | +0.65% |
Drawdown analysis of DFSU (DIMENSIONAL US SUSTAINABILITY CORE 1 ETF)
The maximum drawdown for the DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current DFSU drawdown is -1.49%.
Since Nov 2, 2022 DFSU has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.88% | Dec 4, 2024 | 84 | Apr 8, 2025 | 57 | Jul 1, 2025 | 141 |
| -11.40% | Jul 31, 2023 | 63 | Oct 27, 2023 | 29 | Dec 8, 2023 | 92 |
| -10.12% | Jan 12, 2026 | 53 | Mar 30, 2026 | 13 | Apr 17, 2026 | 66 |
| -9.51% | Feb 2, 2023 | 26 | Mar 13, 2023 | 61 | Jun 8, 2023 | 87 |
| -8.14% | Jul 16, 2024 | 16 | Aug 7, 2024 | 17 | Aug 30, 2024 | 33 |
| -7.37% | Dec 1, 2022 | 18 | Dec 28, 2022 | 19 | Jan 26, 2023 | 37 |
| -6.25% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.17% | Oct 28, 2025 | 17 | Nov 20, 2025 | 8 | Dec 3, 2025 | 25 |
| -4.70% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.48% | Jun 4, 2026 | 4 | Jun 10, 2026 | 14 | Jul 1, 2026 | 18 |
| -3.22% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -3.19% | Nov 2, 2022 | 1 | Nov 3, 2022 | 5 | Nov 10, 2022 | 6 |
| -2.93% | Jul 28, 2025 | 4 | Aug 1, 2025 | 7 | Aug 12, 2025 | 11 |
| -2.87% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.70% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.66% | Dec 27, 2023 | 5 | Jan 4, 2024 | 10 | Jan 19, 2024 | 15 |
| -2.56% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -2.10% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -1.93% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -1.87% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.85% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.72% | Nov 23, 2022 | 3 | Nov 29, 2022 | 1 | Nov 30, 2022 | 4 |
| -1.67% | Nov 15, 2022 | 2 | Nov 17, 2022 | 4 | Nov 23, 2022 | 6 |
| -1.66% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.62% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |