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

Total Real Returns

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

DFSV real return snapshot: after CPI-U inflation, DFSV returned +20.01% over the past year and +12.76% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +37.64% in real purchasing-power return, or +7.13%/yr, and is currently −6.98% below its real total-return high on Aug. 14, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Thu 2022-02-24💬 to Fri 2026-10-16 Overall
Return
Exponential
Trendline
DFSV
×
+37.64%
+7.13%/yr
+8.93%/yr
R2=0.746
DFA Investment Dimensions Group Inc. Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2022-02-24💬 to Fri 2026-10-16 Start
Value
End
Value
DFSV
×
$10,000.00
2022-02-24
$13,764.16
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
DFSV
×
+12.76% +20.01%

Drawdowns

  Current
Drawdown
Worst
Drawdown
DFSV
×
−6.98%
on 2026-10-16
from 2026-08-14 peak
−29.04%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
DFSV
×
+20.01% +17.47%
+8.38%/yr
+45.99%
+13.44%/yr
— —

Annual Returns

Year DFSV
2026 (YTD) +12.76%
2025 +5.77%
2024 +4.13%
2023 +15.40%
2022 −3.96%