All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DFAT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

DFAT real return snapshot: after CPI-U inflation, DFAT returned +13.29% over the past year and +9.75% YTD, with dividends reinvested. Since Jun. 14, 2021, DFAT is up +27.81% in real purchasing-power return, or +4.73%/yr, and is currently −7.90% below its real 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 × 		+27.81%
+4.73%/yr 		+6.60%/yr
R2=0.612
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 		$12,781.19
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
DFAT × 		+9.75% +13.29%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFAT × 		−7.90%
on 2026-10-07
from 2026-08-14 peak 		−27.17%
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 × 		+13.29% +18.24%
+8.74%/yr 		+43.98%
+12.92%/yr 		+28.87%
+5.20%/yr 		—

Annual Returns

Year DFAT
2026 (YTD) +9.75%
2025 +5.90%
2024 +4.78%
2023 +16.95%
2022 −11.93%
2021 +1.89%