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 +26.22% over the past year and +17.16% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +43.01% in real purchasing-power return, or +8.45%/yr, and is currently −0.90% below its real total-return high on Jul. 16, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2022-02-24💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
DFSV × 		+43.01%
+8.45%/yr 		+8.31%/yr
R2=0.707
Dimensional US Small Cap Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2022-02-24💬 to Fri 2026-07-24 Start
Value 		End
Value
DFSV × 		$10,000.00
2022-02-24 		$14,301.14
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
DFSV × 		+17.16% +26.22%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFSV × 		−0.90%
on 2026-07-24
from 2026-07-16 peak 		−29.04%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
DFSV × 		+26.22% +25.58%
+12.06%/yr 		+39.12%
+11.63%/yr 		— —

Annual Returns

Year DFSV
2026 (YTD) +17.16%
2025 +5.77%
2024 +4.13%
2023 +15.40%
2022 −3.96%