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 +16.04% over the past year and +11.97% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +36.68% in real purchasing-power return, or +7.00%/yr, and is currently −7.63% below its real total-return high on Aug. 14, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Thu 2022-02-24💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
DFSV × 		+36.68%
+7.00%/yr 		+8.91%/yr
R2=0.742
DFA Investment Dimensions Group Inc. Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2022-02-24💬 to Wed 2026-10-07 Start
Value 		End
Value
DFSV × 		$10,000.00
2022-02-24 		$13,667.94
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
DFSV × 		+11.97% +16.04%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFSV × 		−7.63%
on 2026-10-07
from 2026-08-14 peak 		−29.04%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
DFSV × 		+16.04% +20.37%
+9.71%/yr 		+46.75%
+13.64%/yr 		— —

Annual Returns

Year DFSV
2026 (YTD) +11.97%
2025 +5.77%
2024 +4.13%
2023 +15.40%
2022 −3.96%