Performance analysis of DFUV (DIMENSIONAL US MARKETWIDE VALUE ETF)
Annual Return
Over the past 3 years, DFUV has had an average annual return of +19.69%, underperforming the benchmark SPY, which returned +22.77% annual.
Since May 9, 2022, DFUV has had an average annual return of +14.53%, underperforming the benchmark SPY, which returned +18.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.07% | +15.77% | +11.79% | +13.24% | +1.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.89% | +3.36% | -3.71% | +7.01% | +3.48% | +1.28% | +17.07% | ||||||
| 2025 | +4.45% | -0.25% | -2.94% | -4.51% | +3.13% | +4.68% | +0.56% | +4.52% | +1% | +0.07% | +2.66% | +1.85% | +15.77% |
| 2024 | +0.11% | +3.94% | +5.99% | -4.77% | +2.75% | -1.43% | +5.19% | +0.83% | +0.53% | -0.77% | +7.08% | -7.25% | +11.79% |
| 2023 | +6.10% | -3.35% | -2.03% | +0.71% | -4.15% | +7.28% | +4.90% | -2.79% | -2.81% | -4.65% | +7.65% | +7% | +13.24% |
| 2022 | +4.56% | -9.45% | +5.76% | -2.28% | -8.88% | +12.94% | +5.74% | -4.93% | +1.23% |
Drawdown analysis of DFUV (DIMENSIONAL US MARKETWIDE VALUE ETF)
The maximum drawdown for the DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.
Since May 9, 2022 DFUV has experienced the following drawdowns:
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.59% | Nov 25, 2024 | 90 | Apr 8, 2025 | 94 | Aug 22, 2025 | 184 |
| -15.34% | Jun 7, 2022 | 77 | Sep 27, 2022 | 41 | Nov 23, 2022 | 118 |
| -11.55% | Jul 31, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
| -10.97% | Feb 2, 2023 | 30 | Mar 17, 2023 | 84 | Jul 19, 2023 | 114 |
| -6.77% | Jul 31, 2024 | 3 | Aug 5, 2024 | 19 | Aug 30, 2024 | 22 |
| -6.68% | Nov 30, 2022 | 13 | Dec 19, 2022 | 25 | Jan 26, 2023 | 38 |
| -6.01% | Feb 11, 2026 | 32 | Mar 30, 2026 | 13 | Apr 17, 2026 | 45 |
| -5.80% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -4.44% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -4.17% | May 17, 2022 | 2 | May 19, 2022 | 5 | May 26, 2022 | 7 |
| -4.06% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.33% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -3.13% | Dec 27, 2023 | 13 | Jan 17, 2024 | 8 | Jan 29, 2024 | 21 |
| -3.07% | Oct 17, 2024 | 10 | Oct 31, 2024 | 4 | Nov 6, 2024 | 14 |
| -2.58% | Jul 16, 2024 | 6 | Jul 24, 2024 | 5 | Jul 31, 2024 | 11 |
| -2.16% | Oct 27, 2025 | 6 | Nov 4, 2025 | 5 | Nov 11, 2025 | 11 |
| -2.10% | Nov 11, 2024 | 6 | Nov 19, 2024 | 3 | Nov 22, 2024 | 9 |
| -2.02% | May 10, 2022 | 1 | May 11, 2022 | 2 | May 13, 2022 | 3 |
| -1.89% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.80% | Nov 25, 2022 | 1 | Nov 28, 2022 | 2 | Nov 30, 2022 | 3 |
| -1.67% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -1.56% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.55% | Jan 30, 2024 | 1 | Jan 31, 2024 | 8 | Feb 12, 2024 | 9 |
| -1.50% | May 27, 2022 | 4 | Jun 3, 2022 | 2 | Jun 7, 2022 | 6 |
| -1.43% | Jan 26, 2023 | 2 | Jan 30, 2023 | 2 | Feb 1, 2023 | 4 |