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 +28.57% over the past year and +21.25% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +48.00% in real purchasing-power return, or +9.17%/yr, and is currently at its real total-return high.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Thu 2022-02-24💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
DFSV × 		+48.00%
+9.17%/yr 		+8.55%/yr
R2=0.717
Dimensional US Small Cap Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2022-02-24💬 to Fri 2026-08-14 Start
Value 		End
Value
DFSV × 		$10,000.00
2022-02-24 		$14,799.86
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
DFSV × 		+21.25% +28.57%

Drawdowns

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

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
DFSV × 		+28.57% +36.44%
+16.81%/yr 		+44.47%
+13.05%/yr 		— —

Annual Returns

Year DFSV
2026 (YTD) +21.25%
2025 +5.77%
2024 +4.13%
2023 +15.40%
2022 −3.96%