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 +17.27% over the past year and +13.84% YTD, with dividends reinvested. Since Jun. 14, 2021, DFAT is up +58.90% in nominal total return, or +9.11%/yr, and is currently −7.42% below its total-return high on Aug. 14, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Mon 2021-06-14💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
DFAT × 		+58.90%
+9.11%/yr 		+10.55%/yr
R2=0.830
DFA Investment Dimensions Group Inc. Exchange-Traded Fund

Growth of $10,000 Summary

Mon 2021-06-14💬 to Wed 2026-10-07 Start
Value 		End
Value
DFAT × 		$10,000.00
2021-06-14 		$15,889.86
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
DFAT × 		+13.84% +17.27%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFAT × 		−7.42%
on 2026-10-07
from 2026-08-14 peak 		−26.12%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
DFAT × 		+17.27% +26.01%
+12.26%/yr 		+57.25%
+16.29%/yr 		+57.61%
+9.53%/yr 		—

Annual Returns

Year DFAT
2026 (YTD) +13.84%
2025 +8.73%
2024 +7.80%
2023 +20.86%
2022 −6.23%
2021 +5.08%