All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

DFAT: Total Return Chart (with Dividends Reinvested)

DFAT total return snapshot: DFAT returned +20.80% over the past year and +17.28% YTD, with dividends reinvested. Since Jun. 14, 2021, DFAT is up +63.71% in nominal total return, or +9.64%/yr, and is currently −4.62% below its total-return high on Aug. 14, 2026.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Mon 2021-06-14💬 to Fri 2026-10-23 Overall
Return 		Exponential
Trendline
DFAT × 		+63.71%
+9.64%/yr 		+10.61%/yr
R2=0.834
DFA Investment Dimensions Group Inc. Exchange-Traded Fund

Growth of $10,000 Summary

Mon 2021-06-14💬 to Fri 2026-10-23 Start
Value 		End
Value
DFAT × 		$10,000.00
2021-06-14 		$16,370.73
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
DFAT × 		+17.28% +20.80%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFAT × 		−4.62%
on 2026-10-23
from 2026-08-14 peak 		−26.12%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
DFAT × 		+20.80% +29.54%
+13.82%/yr 		+67.33%
+18.72%/yr 		+58.58%
+9.66%/yr 		—

Annual Returns

Year DFAT
2026 (YTD) +17.28%
2025 +8.73%
2024 +7.80%
2023 +20.86%
2022 −6.23%
2021 +5.08%