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 +20.25% over the past year and +13.03% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +37.97% in real purchasing-power return, or +7.09%/yr, and is currently −6.76% below its real total-return high on Aug. 14, 2026.

Data ending Fri Nov. 6, 2026

Growth of $10,000

Thu 2022-02-24💬 to Fri 2026-11-06 Overall
Return 		Exponential
Trendline
DFSV × 		+37.97%
+7.09%/yr 		+9.02%/yr
R2=0.755
DFA Investment Dimensions Group Inc. Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2022-02-24💬 to Fri 2026-11-06 Start
Value 		End
Value
DFSV × 		$10,000.00
2022-02-24 		$13,796.62
2026-11-06

This Year’s Performance

through 2026-11-06

  YTD YoY
DFSV × 		+13.03% +20.25%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFSV × 		−6.76%
on 2026-11-06
from 2026-08-14 peak 		−29.04%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Fri 2026-11-06 1 yr 2 yr 3 yr 5 yr 10 yr
DFSV × 		+20.25% +11.44%
+5.57%/yr 		+45.32%
+13.27%/yr 		— —

Annual Returns

Year DFSV
2026 (YTD) +13.03%
2025 +5.77%
2024 +4.13%
2023 +15.40%
2022 −3.96%