Performance analysis of DFUS (DIMENSIONAL U.S. EQUITY MARKET ETF)
Annual Return
Over the past 3 years, DFUS has had an average annual return of +22.74%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Jun 14, 2021, DFUS has had an average annual return of +13.65%, underperforming the benchmark SPY, which returned +13.94% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12% | +17.46% | +24.34% | +26.35% | -18.34% | +11.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.52% | -0.67% | -4.97% | +10.38% | +5.30% | +0.55% | +12% | ||||||
| 2025 | +3.08% | -1.95% | -5.93% | -0.86% | +6.60% | +5.14% | +2.29% | +2.37% | +3.48% | +2.34% | +0.17% | +0.09% | +17.46% |
| 2024 | +1.27% | +5.43% | +3.18% | -4.06% | +4.67% | +3.12% | +1.75% | +2.04% | +2.06% | -0.81% | +6.73% | -2.86% | +24.34% |
| 2023 | +6.35% | -2.21% | +2.99% | +1.20% | +0.51% | +6.93% | +3.55% | -1.77% | -4.66% | -2.60% | +9.29% | +5.07% | +26.35% |
| 2022 | -5.60% | -2.64% | +3.41% | -9.12% | +0.20% | -8.36% | +9.30% | -3.81% | -9.04% | +8.45% | +5.15% | -5.57% | -18.34% |
| 2021 | +1.32% | +2.15% | +2.89% | -4.52% | +6.72% | -0.91% | +4.07% | +11.90% |
Drawdown analysis of DFUS (DIMENSIONAL U.S. EQUITY MARKET ETF)
The maximum drawdown for the DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 302 trading sessions.
Since Jun 14, 2021 DFUS has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.62% | Jan 3, 2022 | 187 | Sep 30, 2022 | 302 | Dec 13, 2023 | 489 |
| -19.43% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -8.96% | Jan 27, 2026 | 43 | Mar 30, 2026 | 10 | Apr 14, 2026 | 53 |
| -8.66% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -5.53% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.30% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -5.07% | Sep 3, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -4.60% | Dec 4, 2024 | 24 | Jan 10, 2025 | 8 | Jan 23, 2025 | 32 |
| -4.52% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -3.07% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -3.06% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.77% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.72% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -2.50% | Jul 28, 2025 | 4 | Aug 1, 2025 | 7 | Aug 12, 2025 | 11 |
| -2.40% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.37% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.33% | Dec 28, 2023 | 4 | Jan 4, 2024 | 10 | Jan 19, 2024 | 14 |
| -2.11% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.95% | Jan 23, 2025 | 7 | Feb 3, 2025 | 10 | Feb 18, 2025 | 17 |
| -1.87% | Jun 14, 2021 | 4 | Jun 18, 2021 | 2 | Jun 22, 2021 | 6 |
| -1.84% | Aug 16, 2021 | 2 | Aug 18, 2021 | 4 | Aug 24, 2021 | 6 |
| -1.76% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.71% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.58% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.55% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |