Performance analysis of DFVX (DIMENSIONAL US LARGE CAP VECTOR ETF)
Annual Return
Since Nov 2, 2023, DFVX has had an average annual return of +21.67%, underperforming the benchmark SPY, which returned +25.69% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.34% | +15.34% | +17.72% | +9.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.17% | +1.15% | -4.83% | +8.20% | +2.83% | -0.20% | +11.34% | ||||||
| 2025 | +5.17% | -1.66% | -4.75% | -2.62% | +5.94% | +4.54% | +1.60% | +1.97% | +2.21% | +0.53% | +1.56% | +0.42% | +15.34% |
| 2024 | +1.53% | +5.63% | +4.26% | -4.53% | +2.55% | +1.62% | +1.97% | +1.90% | +1.79% | -0.98% | +6.09% | -4.75% | +17.72% |
| 2023 | +4.58% | +5.04% | +9.85% |
Drawdown analysis of DFVX (DIMENSIONAL US LARGE CAP VECTOR ETF)
The maximum drawdown for the DFVX was -16.71%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current DFVX drawdown is -0.20%.
Since Nov 2, 2023 DFVX has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.71% | Feb 19, 2025 | 34 | Apr 8, 2025 | 56 | Jun 30, 2025 | 90 |
| -7.17% | Feb 9, 2026 | 34 | Mar 30, 2026 | 10 | Apr 14, 2026 | 44 |
| -6.66% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -5.05% | Dec 2, 2024 | 13 | Dec 19, 2024 | 21 | Jan 23, 2025 | 34 |
| -4.76% | Mar 28, 2024 | 23 | May 1, 2024 | 44 | Jul 5, 2024 | 67 |
| -4.50% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -3.81% | Aug 30, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
| -2.82% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.71% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.61% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -2.24% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -1.92% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -1.89% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -1.61% | Dec 27, 2023 | 5 | Jan 4, 2024 | 10 | Jan 19, 2024 | 15 |
| -1.47% | Jan 30, 2024 | 1 | Jan 31, 2024 | 2 | Feb 2, 2024 | 3 |
| -1.45% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.44% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.40% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -1.39% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -1.38% | Sep 19, 2025 | 4 | Sep 25, 2025 | 7 | Oct 6, 2025 | 11 |
| -1.20% | Dec 1, 2023 | 3 | Dec 6, 2023 | 3 | Dec 11, 2023 | 6 |
| -1.16% | Dec 24, 2025 | 4 | Dec 31, 2025 | 2 | Jan 5, 2026 | 6 |
| -1.15% | Jan 30, 2025 | 9 | Feb 12, 2025 | 4 | Feb 19, 2025 | 13 |
| -1.14% | Nov 3, 2023 | 4 | Nov 9, 2023 | 1 | Nov 10, 2023 | 5 |
| -1.13% | Feb 2, 2026 | 3 | Feb 5, 2026 | 1 | Feb 6, 2026 | 4 |