Performance analysis of DFSV (DIMENSIONAL US SMALL CAP VALUE ETF)
Annual Return
Over the past 3 years, DFSV has had an average annual return of +17.23%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Feb 24, 2022, DFSV has had an average annual return of +11.94%, underperforming the benchmark SPY, which returned +15.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.98% | +8.60% | +7.13% | +19.24% | +0.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.81% | +3.19% | -3.02% | +7.45% | +0.14% | +0.85% | +15.98% | ||||||
| 2025 | +3.06% | -5.30% | -6.03% | -5.68% | +6.18% | +4.89% | +1.32% | +8.51% | -1.17% | -1.48% | +3.91% | +1.34% | +8.60% |
| 2024 | -3.47% | +1.70% | +5.48% | -5.98% | +5.06% | -2.81% | +10.15% | -2.68% | +0.16% | -1.37% | +10.47% | -7.89% | +7.13% |
| 2023 | +10.42% | -1.10% | -7.62% | -1.77% | -4.52% | +10.35% | +7.75% | -3.86% | -4.43% | -5.53% | +9.02% | +12.02% | +19.24% |
| 2022 | +3.01% | +0.70% | -6.00% | +4.21% | -10.48% | +10.06% | -2.62% | -9.61% | +14.96% | +5.23% | -5.63% | +0.61% |
Drawdown analysis of DFSV (DIMENSIONAL US SMALL CAP VALUE ETF)
The maximum drawdown for the DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 170 trading sessions.
Since Feb 24, 2022 DFSV has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.01% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -17.97% | Feb 2, 2023 | 63 | May 4, 2023 | 155 | Dec 14, 2023 | 218 |
| -17.61% | Mar 29, 2022 | 125 | Sep 27, 2022 | 47 | Dec 2, 2022 | 172 |
| -9.93% | Jul 31, 2024 | 5 | Aug 7, 2024 | 64 | Nov 6, 2024 | 69 |
| -9.39% | Feb 11, 2026 | 26 | Mar 20, 2026 | 20 | Apr 20, 2026 | 46 |
| -7.80% | Dec 2, 2022 | 17 | Dec 28, 2022 | 10 | Jan 12, 2023 | 27 |
| -7.61% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -7.04% | Dec 27, 2023 | 13 | Jan 17, 2024 | 45 | Mar 21, 2024 | 58 |
| -6.61% | May 15, 2024 | 21 | Jun 14, 2024 | 19 | Jul 15, 2024 | 40 |
| -4.29% | Mar 2, 2022 | 3 | Mar 7, 2022 | 7 | Mar 16, 2022 | 10 |
| -3.64% | May 6, 2026 | 7 | May 15, 2026 | 8 | May 28, 2026 | 15 |
| -3.36% | Nov 11, 2024 | 6 | Nov 19, 2024 | 4 | Nov 25, 2024 | 10 |
| -3.14% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -2.61% | Jan 13, 2023 | 3 | Jan 19, 2023 | 2 | Jan 23, 2023 | 5 |
| -2.53% | Jul 16, 2024 | 3 | Jul 19, 2024 | 5 | Jul 26, 2024 | 8 |
| -2.44% | Feb 28, 2022 | 1 | Mar 1, 2022 | 1 | Mar 2, 2022 | 2 |
| -2.05% | Jan 22, 2026 | 4 | Jan 28, 2026 | 4 | Feb 3, 2026 | 8 |
| -2.04% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.61% | Mar 22, 2022 | 1 | Mar 23, 2022 | 2 | Mar 25, 2022 | 3 |
| -1.55% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -1.32% | Mar 21, 2024 | 1 | Mar 22, 2024 | 3 | Mar 27, 2024 | 4 |
| -1.20% | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 | Nov 11, 2024 | 3 |
| -1.17% | Apr 30, 2026 | 2 | May 4, 2026 | 1 | May 5, 2026 | 3 |
| -1.16% | Mar 25, 2022 | 1 | Mar 28, 2022 | 1 | Mar 29, 2022 | 2 |
| -1.15% | Jan 27, 2023 | 1 | Jan 30, 2023 | 1 | Jan 31, 2023 | 2 |