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 +22.21% over the past year and +19.78% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +46.21% in real purchasing-power return, or +8.76%/yr, and is currently −1.21% below its real total-return high on Aug. 14, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2022-02-24💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
DFSV × 		+46.21%
+8.76%/yr 		+8.76%/yr
R2=0.727
Dimensional US Small Cap Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2022-02-24💬 to Fri 2026-09-04 Start
Value 		End
Value
DFSV × 		$10,000.00
2022-02-24 		$14,620.93
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
DFSV × 		+19.78% +22.21%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFSV × 		−1.21%
on 2026-09-04
from 2026-08-14 peak 		−29.04%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
DFSV × 		+22.21% +30.96%
+14.44%/yr 		+43.13%
+12.70%/yr 		— —

Annual Returns

Year DFSV
2026 (YTD) +19.78%
2025 +5.77%
2024 +4.13%
2023 +15.40%
2022 −3.96%