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 +18.56% over the past year and +13.79% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +38.89% in real purchasing-power return, or +7.43%/yr, and is currently −6.13% below its real total-return high on Aug. 14, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Thu 2022-02-24💬 to Fri 2026-09-25 Overall
Return 		Exponential
Trendline
DFSV × 		+38.89%
+7.43%/yr 		+8.88%/yr
R2=0.737
DFA Investment Dimensions Group Inc. Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2022-02-24💬 to Fri 2026-09-25 Start
Value 		End
Value
DFSV × 		$10,000.00
2022-02-24 		$13,889.33
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
DFSV × 		+13.79% +18.56%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFSV × 		−6.13%
on 2026-09-25
from 2026-08-14 peak 		−29.04%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
DFSV × 		+18.56% +23.31%
+11.05%/yr 		+45.02%
+13.19%/yr 		— —

Annual Returns

Year DFSV
2026 (YTD) +13.79%
2025 +5.77%
2024 +4.13%
2023 +15.40%
2022 −3.96%